• I want to print an Accounts Receivable Invoice History report sorted by Customer Type.

    I need to print an Accounts Receivable Invoice History Report sorted by Customer type. I have created the UDF for Customer Type and added to all the work and history files. When I run the report just selecting invoice dates I get my report showing the…
  • 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 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…
  • Previous Month - Rolling, to be used for automated report delivery

    Currently using Sage 100 2013 and Sage Intelligence 5.0. We have a need to pull previous month transactions from AR_InvoiceHistoryHeader. Would like to filter this data based on the ShipDate. We would also like these report so be distributed automatically…