• Run and export to Excel the general ledger of all companies at once

    We have several individual companies in SAGE. I would like to export the general ledger detail from each company, at once, into one large excel file. Currently, I go into each company and export the data manually and it is very time consuming. Is…
  • 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!
  • Exporting from Crystal with 'text' formatting

    Has anyone had success in exporting a report from Crystal to Excel - Data Only format and have Excel format columns with string values as 'TEXT' and not 'GENERAL'? I can't seem to come up with a way to do this in Crystal. Thought I would check here before…
  • 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 Excel Protected mode

    In upgrading office from 2010 to Office 365 reports generated in Sage Intelligence I can only see the data when the document is opened in protected mode. If the document is opened not in protected mode I get a NAME reference error on all the formulas…
  • One Report Two File Outputs needed

    Does anyone know if in Report Manager you can create 2 types of output files (xls & pdf) run with windows scheduler from one report or do you have to create a copy of the report to be able to do a second report output and schedule it after the 1st one…
  • Microsoft Excel is waiting for another application to complete an OLE action

    I'm suddenly getting this error and the only thing that stops it is a reboot. Microsoft Excel is waiting for another application to complete an OLE action Running Sage 100 Advanced on Windows 2019 Server & Excel Standard 2016
  • 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…
  • 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 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…
  • Not getting any data

    Hello, I am new to Sage and the usage of ODBC. I am able to run through the step in Excel (Get Data -> From Other Source -> Microsoft Query -> Pick my database -> I choose "GL_TrialBalanceWrk" -> select all with no filters) everything runs smoothly and…
  • 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 and Microsoft Excel Tips and Tricks

    Want to learn a few tips on using Excel that relate to reporting with Sage Intelligence? Check out the tips available, all relating to reporting. https://goo.gl/LHYfbe You can sign up now to receive these tips in your email or bookmark the page or both…
  • report from excel container, only runs if workbook open

    Running Sage 2017 SP1, with Excel Container I have created an excel link for a large report that I'm going to pull several small reports from for distribution. This runs perfectly if the linked excel report is open but not if it's closed. I will…
  • Use a calculated report as base for multiple reports with additional filters

    I have a customer that updates up to 2500 invoices in a day. I have created a report that pulls all the necessary header and line detail information to produce several pivot reports. Is there a way to now use this report (so it does not have to be…
  • 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…
  • 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?
  • 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…
  • Connecting Excel PowerPivot to Sage ERP 100 table

    Can someone provide assistance with - accessing Sage 100 ERP tables via Excel PowerPivot? Note the error/failure from screen image above.