• Sage Intelligence – Additional Reports Survey

    At Sage Intelligence, our goal is to make the running of your business easier, so that you have more time to do the things you want to do. One of the ways we do this is by providing you with additional reports that give you actionable business insights…
  • YTD only data for Income Statement and balance Sheet - tree with 60+ companies

    I have a customer that we are converting from MAS90 ver 4.3 Frx to Sage 100 ver 2017 SI. Their old Frx reports ran in a matter of minutes. The SI reports for P&L with 64 companies in the tree take only 9 min on my stand alone system with their data…
  • Join Sally as she helps you forge ahead, making use of the Sage Intelligence Connector module

    Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility. If these aren’t exactly what you’re looking for then you also have…
  • Accounting and financial statements

    If you're looking for an easy introduction to Accounting and Financial statements, take a look at the following set of videos provided by Khan Academy: www.khanacademy.org/.../accounting-and-financial-stateme Then if you'd like to see how this is…
  • New Sage Intelligence Learning Portal

    Hi all. Last week Sage Intelligence released a new Learning Portal, consolidating all of our learning material and providing you with clear and concise learning path for Intelligence Reporting desktop products specific to the level you're at. It includes…
  • Customer No and Serial No

    How do I find the cusomer no and serial no to use when registering Sage Intelligence? There is nothing in activation codes.
  • Error 462 while attempting to run Sage Intelligence Reports (in Sage 100c 2016)

    I have a client experiencing some errors I have never seen... They are heavy Sage Intelligence users. We just upgraded to Sage 100c 2016 a few weeks ago and since then their Sage Intelligence has been more error prone than I would like... Here is…
  • How do you point the Report Viewer to a new repository?

    Users of the Report Viewer are not seeing the new report repository that was changed in Report Manager. SI full bundle with Sage 100c Advance v 2016. tia
  • CASE Statement WHEN add multiple fields

    I am looking for a CASE statement to replace an excel formula. Excel formula would be: =IF(TDMMYY="0816",(N2+O2),IF(TDMMYY="0916",(N2+O2+P2),IF(TDMMYY="1016",(N2+O2+P2+Q2)))) The one I'm trying that is failing is: CASE WHEN "CI_UDT_ITEM_SALES_PROJ…
  • Sage 100 Intelligence Reporting: Report Utility

    Get immediate access to a library of additional reports As your business evolves and grows, so too do your reporting needs. We understand that it’s not always realistic to wait for the next Sage Intelligence update to get your hands on the reports that…
  • Can I run Sage Intelligence without launching MAS (Sage 100 2016)?

    Do you know of a way I can launch Sage Intelligence without having to login to MAS? Or are you required to launch it from MAS now? I am coming from FRx and used to just launching that to run my Financial Reports. This is on Sage 100 2016. Thanks, …
  • When I distribute the reports I cannot select the charts, only the worksheets - how do I share the entire workbook?

    Sage Intelligence 2014 My workbook contains charts, yet when I select the distribution instructions, I can only select the data sheets and not the charts. How can I distribute the charts in the workbook?
  • Intelligence Add in 1.2.0 Output to Excel .xls files

    I have a strange occurance where the output file I create is not accessible by a licensed designer workstation. Nor is it accessible by a Viewer licensed workstation. Yet I can open it on my local station in Excel and at least see the numbers, the…
  • Sage Intelligence - GL Detail Transaction Reports

    Would like to contract someone to assist with the creation of the following: 1) Multi-company consolidated GL Detail Report 2) GL Detail Report by department (to be distributed by email to department managers) Contact me at [email protected]
  • Adding Fields to Standard Intellicence report

    I need to add Item codes's Category 1,2,3,4 and a UDF to the standard sage intelligence "Customers Sales" report. Can someone help me with adding these fields to the report from the item table? I'm running Sage 4.5 and Intelligence 4.5 Thank you…
  • Previous Month - Rolling, to be used for automated report delivery

    Currently using Sage 100 2013 and Sage Intelligence 5.0. We have a need to pull previous month transactions from AR_InvoiceHistoryHeader. Would like to filter this data based on the ShipDate. We would also like these report so be distributed automatically…
  • question about which modules I need for financial reporting

    We currently have MAS200 4.4 and are upgrading to Sage 100 2014/15. We are retiring FRx. I am setting up a test environment for Sage 100 and it's almost all set up. My question is with reporting. The new software comes with a license for Sage Intelligence…
  • Streamline your company’s reporting with the Sage Intelligence Connector module

    Streamline your organization’s financial and operational reporting using the Sage Intelligence Connector module to access information from multiple sources and consolidate data from multiple companies. The Connector module allows for consolidations and…
  • Build a financial report layout quickly and easily with Sage Intelligence Reporting

    Are you new to Sage Intelligence and is creating financial reports taking too much time and effort? The Layout Generator in the Sage Intelligence Report Designer provides a wizard-type environment for building customized financial reports, which will…
  • Sage Intelligence Link Formula between Excel worksheets

    Does any know if we can link (or reference) GL accounts from one worksheet to another in SMI report? The purpose is to is to simplify update of accounts Say sheet1 we have a good report. In sheet2 column A, we want to link to accounts in sheet1. If…
  • Sage Intelligence templates corrupting when resaving

    Went to help a client yesterday making a minor change to a Sage Intelligence template. Ran the report, edited it in excel and everything looked good. Then did the save excel template and thought we were done. However, upon running the report again,…
  • Maximize your investment in Sage ERP Intelligence Reporting [Tips]

    If you are already using Sage Intelligence Reporting with your Sage ERP solution, this session will provide you with useful tips for taking it to the next level. Improve customizations to get the reports that meet the needs of your business, and more…
  • Use Sage Alerts and Workflow to trigger, schedule and distribute your Sage ERP Intelligence Reporting reports

    Did you know that you can use Sage Alerts and Workflow to auto-generate and deliver your Sage ERP Intelligence Reporting reports? You can “trigger” your reports using specific data conditions (e.g. when a client gets to within 10% of their credit limit…
  • Reporting options in Sage 100 ERP Intelligence Reporting

    Sage Intelligence Reporting ships with standard reports that give you immediate insight into and across your business. The reports are fully customizable, and flexible with drill-down capabilities. In this webcast we will give you a preview of all the…
  • Still looking for an FRx replacement? Register for session BUS-563 at Sage Summit

    FRx reports can be efficiently converted to Sage 100 ERP Intelligence Reporting using the powerful functionality of the Sage Intelligence Report Designer. Sage Intelligence Product Specialist, Sandra Smith, will show you how to simply export existing…