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  • Creating a Parameter and Filter to Only return last 5 years out of 20 years of data in the report - This is a Consolidation Financial Report and has a Standard Report named Fiscal Year

    I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…

  • 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…

  • 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…

  • Inventory Valuation report Sort question

    I'm looking for assistance on an Inventory Valuation Report. I'd like the report to sort via valuation. The highest values descending to lowest. I can't export to Excel and sort that way because of serial numbers. Does anyone have ideas on how to…

  • 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…

  • Print SO Line Number on Packing Slip & Invoices on crystarl report

    Hello Everyone, Looking for a little help on how to print the sales order line number on Packing Slips & Invoices. We are finding every time a partial order is shipped the line numbers are renumbered starting at one based on the remaining lines…

  • Sage 100 ERP 2013: How to generate a list of all accounts that have special pricing methods set, like price overrides, price discount amounts, etc.

    Hi everyone, I'm wondering if anyone knows how to generate a list of all customers that have special pricing methods set, including: Cost Markup Amount, Cost Markup %, Price Discount Amount, Price Discount % and Price Override. The one that's chiefly…

  • Allow another user to access custom report in their Report Viewer

    I have created a custom report in Report Manager that I want another user to be able to run in their Report Viewer. How do I share these reports?

  • Silent ODBC on terminal server

    Hi All, I am struggling with this issue. Everything I read says it should work this way but it does not. Client is on Sage 2017 Standard. I created a report that uses a silent connection. It is 64bit and I have set it up as a System DSN. Works fine…

  • 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…

  • Profit Report by Customer

    Is there a way to do a profit report per customer?

  • 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…

  • Cost of Goods Report

    I am running a COGS report for the week ending 4/15/16; however, not all of my invoices are coming up. I verified that one particular invoice in question was correctly posted in that time period, and the items are allocated to the correct GL accounts…

  • 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?

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