• Sage Intelligence Consolidated Job Cost reports

    I feel like the Not Equal join used in Crystal in order to combine the Company file in a report to be able to get the company name/code would not work in SI. Is there a way of adding the company code for NON-FINANCIAL reports?
  • AR Aged Invoice Report

    Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
  • 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 …
  • Upgrade Sage Intelligence from 2015 Standard to 2023 SQL

    What are the steps to upgrade Sage Intelligence on Sage 100 standard 2015 to Sage 100 2023 Premium (SQL)?
  • Rollup tab overwrites custom tab in Sage Intelligence

    I am creating a new report for a client and after saving and re-running, the first custom tab has been partially overwritten by four columns of CompanyCode, Rollup Type, Rollup Type Description, and Rollup Code. The standard Rollup tab is still hidden…
  • 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?
  • Breaking Links within Excel Intel Report

    Normally I'm able to hit alt-E-K to eliminate all of the external links and replace with values within a spreadsheet, but no such luck with an Intel report. What steps am I missing? Thanks
  • Cannot save Excel template

    Receive "No workbooks Open to Link" when trying to save an Excel Template
  • Multi-year (beyond Actual and Prior) comparative financial statements

    Has anyone ever created a Comparative Financial Statements for multiple years other then just Actual and Prior using Sage Intelligence? Request is to be able to print Comparative Financial Statements that cover, for example, the last five years on…
  • Report Writer - Searching for Consultant

    Hi, I run a fire protection company. We started a year ago and have grown to be 55 people and ~$7m of revenue. We use Sage 100. We're starting to need to get into analytics. We have an install and service part to our business and multiple services lines…
  • 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…
  • 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
  • Error running out the Financial Report Designer

    I successfully registered Sage Intelligence on a Terminal Server. The client is on v2020 Advanced. Excel 2007 is loaded on the Terminal Server. I can run out the non-financial report designer templates fine. When I try to run out the Financial Report…
  • 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…
  • SIR consolidated report recommendations

    A client has 15 Sage 100 companies & 9 Excel spreadsheets. Each spreadsheet has 20 tabs - one for each company plus several for combining different companies. SIR will take about 5 minutes to load. I'm looking for a recommendation as how to structure…
  • 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…
  • cost of goods sold

    any suggestions regarding Cost of Goods sold for sage Intelligence reporting... this is after the fact General Ledger only does not tie to the A/P module. I need to be able to show the beginning inventory balance, plus the purchases, and then deduct the…
  • 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…
  • Sage Intelligence data not showing up for new company

    We have added a new company. When we try to generate our Sage Intelligence reports only the headers appear, the report does not display any data.
  • 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…
  • What connectors (Data Tables) are used in Report Manager?

    How do I tell what connector (data tables) are used on a given report?
  • 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…
  • Adding parameters to auto distributed reports

    i have a report that is emailed regularly via windows task manager. I need to add a parameter to the report to pull in just the prior period data on one of the tables. my question is can the report run automatically given parameters require user interaction…