• 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?
  • 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 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…