• Sage Intelligence using Fiscal Year 4-4-5

    In Sage Intelligence if I run the report Fiscal Year Detail, the start date is not accurate if you are using a 4-4-5 Fiscal Year. The formula used to calculate the start of the month is not accurate and is off by days, resulting in incorrect period…
  • 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
  • Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…
  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • Work Ticket Printing Error

    There are 2 buttons designated to printing the pick list and also the work ticket. When clicking on the Pick List print button it allows us to print the pick list with no issues. However, when trying to print the Work Ticket we are met with an error …
  • 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

    How do I find the location of Sage Intelligence reports of the network?
  • 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. …
  • 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?
  • Purchase Order Printing

    When I print the purchase order it does not show the item description on the purchase order. How do I fix it to show the description on the purchase order? Thanks
  • 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…
  • 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 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 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…
  • 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…
  • 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?
  • Invoice total and Final balance due on AR invoices don't match

    Hello everyone, I'm hoping someone will be able to help. Our AR invoices have an additional section at the bottom, beneath the Invoice Total, showing payments/credit/discounts applied, with a Final Balance Due. That way, once someone pays the invoice…
  • 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…
  • 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…
  • 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…