• Sage Intelligence Reporting Tree units on separate worksheets

    Has anyone come up with a way to force SMI to generate reporting units to individual worksheets without manually creating a worksheet for each unit? I have a client migrating from FRx and they have a reporting tree with 280+ units. Creating a worksheet…
  • GL Transaction Report

    I cannot get to the Sage Intelligence Reporting. When I click on Report Viewer, it asks for a network repository, and I select a folder but it just keeps asking for the network repository path. My question is 1) How do I get passed this, or 2) Is there…
  • Sage 100 2019 and Power BI connect via ODBC (DIRECT)

    We have Sage 100c 2019. We use Sage Intelligence that sends reports via Windows Task Scheduler to Power BI Desktop. We use Power BI Cloud that pulls the data. This has been working successfully for a long time. I am testing a DIRECT connection between…
  • Sage 100 2019 Sage Intelligence Bank Account Number

    Wrote a Positive Pay report using the Intelligence a couple of years ago for a client. The report contains the Bank Account Number from the GL_Bank file. They just upgraded to Sage 100 2019 ran the report and the Bank Account Number is blank. Searched…
  • ODBC Driver for Excel returning NULL values for alphanumeric item codes

    why is the container importing my excel file with blank (NULL) values for items with alpha numeric labels? additionally the columns have switched order? Excel Output Connector Module Sample Run Original Excel FIle Import
  • Sage Intelligence report loses formatting when distributed

    After switching machines, my Sage Intelligence reports are not sending properly. I had been sending the reports to users utilizing the File - Share option in Excel on my old laptop. After switching, when I send through the File - Share option, all users…
  • Is Excel 2019 Perpetual License Supported with Sage Intelligence (Sage 100 v2020)

    We would like to install Excel 2019 perpetual license so Sage Intelligence can be run, however, the Sage Compatibility Matrix lists Excel 2010, 2013, 2016 or o365 Desktop as compatible with Sage Intelligence for Sage 100 version 2020 (6.2). Excel 2019…
  • Sage Intelligence Connector - Adding a duplicate or alias table

    Sage 2019 I created a Data Container. I added a table and would like to add an alias of the same table with a left join. When I attempt to add the table, a message informs me the table has already been added. In Crystal or Access, I am allowed…
  • report run time different between workstations

    Have a recurring issue where the report run time is considerably different from one workstation vs another. A report takes 11 mins on one and 40 on another. Looking for advice on what to look for between the 2 workstations. Sage 100c v2018 adv.
  • Is there a way to pull data from a specific source code, like AP or AR?

    We are looking for a way to separate our YE AJE's. It was suggested to us to use a source code named AJ. We'd like to create a set of financials that shows the unadjusted trial balance, then the AJE's, and then the final balances. So, my question is…
  • sql server new connection

    How do I add a new connection to a sql server in the same network as Sage 100 cloud?
  • Excel is not populating all of the data.

    I have an Intelligence report generating and excel document. There are several sheets. One sheet in particular stops populating part of the records at line 3000. The other sheets populate just fine past the 3000 line. This sheet has 8 columns of data…
  • Sage Intelligence in a Terminal Server Environment

    I have a client that runs Sage 100 Advanced in a terminal server environment. Does anyone have information on whether there are differences in Environmental Requirements between the workstation and terminal server environment? Thanks, Suzanne.
  • Error? Excel cannot open the file "xx" because the file format or file extension is not valid

    I need help with this error message. This particular file worked fine on Friday. Now, on Monday, it won't open. My other files seem to work just fine. I get this error: Excel cannot open the file "file name" because the file format or file extension…
  • Sage Intelligence with Excel 2019

    Sage Intelligence has been tested at high level and found that it works with Excel 2019. However, issues may arise from consistent Microsoft updates. In those cases we will determine cause and method for resolving. In one example, a Microsoft update…
  • How to register Sage Intelligence License Manager

    We are trying to register Sage Intelligence. Our IT Department has blocked our internet access. In order to register Sage Intelligence License Manager, it seems to be activated through the web. In order to activate it, we need to know which URLs to unblock…
  • When will Sage Intelligence work with Excel 2019?

    When will Sage Intelligence work with Excel 2019? IT department upgraded everyone to Excel 2019 and now Sage Intelligence doesn't work.
  • Client upgraded to Sage 100 2019 and is now getting "keyword not supported 'driver'" when running an SI report

    Sage 100 2019.1 Advanced. Client accesses Sage via a published app on a remote desktop. IT seemed to have trouble making the switch from 2016 to 2019... could only run the Setup.exe program, not Autorun.exe. Getting a Report Execution Error "keyword…
  • sage time format / Crystal Report

    Hello, i am trying to create a report, and want to supply the TimeUpdated String(8) field from the IM_PriceCode table. can i create a formula field to convert that Field to a 12 hour time field? if so.. how? Thanks for reading. Peter
  • Generating output file in Report Manager using @Date@ variable

    I have used the @Date@ variable in the file name when generating the output file. It is not working any longer. I've recently updated to Office 2019 and thought that it may be the issue. Has anyone experienced the same?
  • Can you combine data from multiple companies using formulas like GLActual?

    Is there a way to combine data from multiple companies using formulas like GLActual ? Currently, I have 4 companies, and I have the individual account data being sorted on a second excel page to combine their data in Total column. I've tried using a formula…
  • BI Tools in Excel Keeps Disappearing

    I need BI Tools menu in Excel to export reports. It keeps disappearing from the tabs at the top. If it goes away, I have to reboot my whole computer to get it going again. Any help would be much appreciated. There are no warnings or dialogs that pop up…
  • Power BI and Sage Intelligence and looking to hire an expert

    Hi All, Our company has Sage 100 2015 and we are just now starting to use Sage Intelligence. I am pretty used to report writers so learning to write reports in SI is fairly easy. However, my difficulties have to do with the set up of Power BI…
  • Sage Intelligence Data Limit Reached in Excel

    I have a Consolidated Financial Statement that contains up to 30 companies. It appears to be hitting the data limit. I talked to Sage Support and they said that the data can be filtered to generate the report. I wanted to pull the last 2 years of history…
  • Sage Intelligence Intermediate Report Writing class coming soon

    Are you ready to start using Sage Intelligence Reporting to create your own reports? The next Intermediate course is scheduled for May 17. Click here for more information. It is recommended that you view the Beginner Anytime Learning topic first.