• Type mismatch when using zeroingll in Sage Intelligence

    Getting an error when trying to add in the zeroingll to a spreadsheet tab. There are no non-numeric fields in the column used for checking. What else to look for?
  • Error occurred during email publish in distribution instruction [instruction name]: Object reference not set to an instance of an object.

    I have a client that is getting the following error when they try and send a sage intelligence report via email. Has anyone encountered this issue and been able to resolve? Thanks
  • Pass through variable "Last full month"

    What is the sql statement needed to get the last full month for a pass-through variable. Scenario is: On the 10th of the month, produce a GL detail report for all activity posted in the prior month. As always thanks in advance for your assistance…
  • SQL Query - Sage Intelligence - Custom Container

    Greetings SI & SQL Gurus! I built customer SI containers for tables containing UDFs as part of a larger project. Some of those UDFs are date fields, which are typically null. This doesn't present a challenge for Sage, SQL, or the custom Crystal Reports…
  • Sage Intelligence and O365 Cloud

    Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally. Thanks!
  • Sage Intelligence - Sales report copied now it says 'The function GetDataValue can only service SQL calls that result in a single return value'

    Hello, I'm using an SQL version of Sage, and use Sage 100 Premium. I'm having an issue with a report in Sage Intelligence. I have a copy of the Sales, Customer Sales report that I had copied into another folder. When I try to click on it, it immediately…
  • Sage Intelligence duplicating data single table

    On Sage 100 Advanced 2021 sp5. I created a container with only the AR_InvoiceHistoryHeader file. added 4 fields. set the filters to a single date and only Source Journal "SO" the invoices are all duplicated. I tried the same thing on a different…
  • Sage Intelligence missing report on Viewer

    I have a client using Sage 100 in a cloud platform (SWK). When I login under the client's name into SAGE (but my name on the network), I can see a report in Report Viewer. When the client logs in under their name in the network and into Sage, they do…
  • Sage intelligence

    How do I find the location of Sage Intelligence reports of the network?
  • Converting F9 v5 reports to Sage Intelligence

    Anyone have any information on how to convert F9 v5 (previously called FRx) reports to Sage Intelligence? I have a client who is faced with upgrading to F9 v6 and I would like to get them over to Sage Intelligence instead. The only information I can…
  • Sage Intelligence, upgrading from Sage 100 Advanced to Premium installation or migration process

    Good morning. A few years back when upgrading a client from Sage 100 Advanced to Premium I needed to obtain a special Sage Intelligence installation file to install a version of Report Manager that was made for connecting to SQL rather than the ProvideX…
  • P&L by Specific Date Range in Sage Intelligence

    Hello, I'm looking to create an Income Statement by a specific date range. There was a previous post of an individual stating they wanted to do the same thing and the response was that it could be done, but that you had to have Report Designer. …
  • Sage intelligence add functions

    SI has a function for "GLActual" that nets the debits and credits. Is it possible to add 2 different functions to get the debit and credit separately? the data exists in the actuals currently included sub report.
  • convert single company GL reports to consolidated company reports

    Can the reports "GL Transactions incl BegBalances" & "GL Transactions Incl Open Balances" be converted to Consolidation reports? Or, is there a way to set the company code and add the 8 companies as sub-reports?
  • Intelligence stopped refreshing data when changing Period or Year. Any ideas how to fix it?

    Sage intelligence has stopped refreshing when I change the Period or Year. I have formulas linked to a Year and Period so that changing either cell with the Year or Period changes the data to that time frame. It worked fine in a previous report version…
  • Create company parameter for Intelligence report template used across multiple databases

    We have a client that has several hundred companies in Sage 100. They have a report template that they would like to run individually on each of these companies. The customer owns the Connector module. Using the standard Autoconnect connection in…
  • Restricting a column on reporting only a specific date instead of an entire period

    I'm hitting a wall. My client wants a column in Sage Intelligence to pull only total of net activity for a specific day instead of a period. It has to do with accruals. They don't want to enter accrual journal entries. They want to keep the expenses dated…
  • Report Designer Add In only populates if Sage run as admin

    I have an usual situation where I'm trying to setup Sage Intelligence on a new workstation and I have all the proper permissions set on the BI folders, the program data folder and the registry for the excel add in. There's multiple reports that use the…
  • Sage Intelligence question regarding Sage 100 Premium upgrade- Why can't I just point to the new repository?

    I am upgrading a client from Sage 100 2018 Premium with a complex Sage Intelligence install to Sage 100 2021 Premium with no change in Sage Intelligence's version. According to the documentation and a support call, I need to do a clean install of the…
  • Request Server (WEB) License

    Would anyone be able to explain what the Request Server (WEB) License is and why it has a count in there in license manager for some installs and not others? Thanks.
  • Error Number: [462] BICore

    We are getting this error message on 4 machines (same company) running financials in Sage Intelligence. Error Number: [462] Description: [The remote server machine does not exist or is unavailable] Source: [BICore] The server is running Excel…
  • Intelligence Sales Report does not tie to P&L

    When I run a standard Customer Sales report in Intelligence for a month (Nov in this instance) it does not tie to the PL or sales recap report . Intelligence is typically higher than the PL. I can trace it to a specific product line but I don't see anything…
  • An error occurred trying to create the Reporting Trees folder [\\server\si_repo$\ReportTrees]. The error was: The network path was not found.

    End user has their Sage 100 hosted and they use Sage Intelligence report designer add-in for financial statements including the reporting trees feature. The financial statement report generates fine on the hosted site. It can be saved as excel on the…
  • Publishing Financial Reports after version 2018

    Good afternoon. It is my understanding that we are no longer able to publish Sage Intelligence financial reports that were generated using the Consol Financial Report Designer using the Distribution Tab in the BITools Ribbon beginning with version…
  • Sage Intelligence Reporting Webcasts

    Hello to our Sage 100 U.S. members! :) We understand the impact the Coronavirus (COVID-19) is having and how it has and still is affecting your business. We want you to know: we're here to help and as the new year approaches, we would like to take the…