• Sage intelligence add functions

    SI has a function for "GLActual" that nets the debits and credits. Is it possible to add 2 different functions to get the debit and credit separately? the data exists in the actuals currently included sub report.
  • Need support for quarterly and year end closings. Sage 100 with Job Cost

    We are network cabling contractors using Sage 100 with Job Cost and lost our Sage 100 support person. We have a CPA, but need someone for quarterly/year end closings. Located in Orange County, CA near John Wayne Airport. Any referrals would be appreciated…
  • Sage Intelligence Reporting Webcasts

    Hello to our Sage 100 U.S. members! :) We understand the impact the Coronavirus (COVID-19) is having and how it has and still is affecting your business. We want you to know: we're here to help and as the new year approaches, we would like to take the…
  • Excel is not populating all of the data.

    I have an Intelligence report generating and excel document. There are several sheets. One sheet in particular stops populating part of the records at line 3000. The other sheets populate just fine past the 3000 line. This sheet has 8 columns of data…
  • Sage Intelligence with Excel 2019

    Sage Intelligence has been tested at high level and found that it works with Excel 2019. However, issues may arise from consistent Microsoft updates. In those cases we will determine cause and method for resolving. In one example, a Microsoft update…
  • Client upgraded to Sage 100 2019 and is now getting "keyword not supported 'driver'" when running an SI report

    Sage 100 2019.1 Advanced. Client accesses Sage via a published app on a remote desktop. IT seemed to have trouble making the switch from 2016 to 2019... could only run the Setup.exe program, not Autorun.exe. Getting a Report Execution Error "keyword…
  • Can you combine data from multiple companies using formulas like GLActual?

    Is there a way to combine data from multiple companies using formulas like GLActual ? Currently, I have 4 companies, and I have the individual account data being sorted on a second excel page to combine their data in Total column. I've tried using a formula…
  • Sage Intelligence Intermediate Report Writing class coming soon

    Are you ready to start using Sage Intelligence Reporting to create your own reports? The next Intermediate course is scheduled for May 17. Click here for more information. It is recommended that you view the Beginner Anytime Learning topic first.
  • Sage Intelligence – Additional Reports Survey

    At Sage Intelligence, our goal is to make the running of your business easier, so that you have more time to do the things you want to do. One of the ways we do this is by providing you with additional reports that give you actionable business insights…
  • Free reports via the Sage Intelligence Report Utility

    Hi all. Just a reminder to peruse and download your free reports through the Sage Intelligence Report Utility. Also take a moment to watch the new video we've added to the page, highlighting the benefits. https://www.sageintelligence.com/report-utility…
  • Download Free Reports directly to your Sage Intelligence Report Manager

    The Sage Intelligence Report Utility gives you a convenient way to download FREE financial and operational reports straight to your Sage Intelligence Report Manager. Help yourself by downloading the reports you need and remember to check back regularly…
  • Sage Intelligence and Excel tips and tricks

    If you're a Sage Intelligence user and would like to keep up to date on handy ways to use the product for your business reporting, then why not subscribe to our SI Tips and Tricks and Excel Tips and Tricks mailers? By subscribing to the SI mailer you…
  • Join Sally as she helps you forge ahead, making use of the Sage Intelligence Connector module

    Sage Intelligence gives you a lot of value out-the-box, through the ready-to-use reports provided in the Report Manager and the free reports that you can access via the Report Utility. If these aren’t exactly what you’re looking for then you also have…
  • CASE Statement WHEN add multiple fields

    I am looking for a CASE statement to replace an excel formula. Excel formula would be: =IF(TDMMYY="0816",(N2+O2),IF(TDMMYY="0916",(N2+O2+P2),IF(TDMMYY="1016",(N2+O2+P2+Q2)))) The one I'm trying that is failing is: CASE WHEN "CI_UDT_ITEM_SALES_PROJ…
  • Sage 100 Intelligence Reporting: Report Utility

    Get immediate access to a library of additional reports As your business evolves and grows, so too do your reporting needs. We understand that it’s not always realistic to wait for the next Sage Intelligence update to get your hands on the reports that…
  • Streamline your company’s reporting with the Sage Intelligence Connector module

    Streamline your organization’s financial and operational reporting using the Sage Intelligence Connector module to access information from multiple sources and consolidate data from multiple companies. The Connector module allows for consolidations and…
  • Build a financial report layout quickly and easily with Sage Intelligence Reporting

    Are you new to Sage Intelligence and is creating financial reports taking too much time and effort? The Layout Generator in the Sage Intelligence Report Designer provides a wizard-type environment for building customized financial reports, which will…