• How to use sage intelligence reporting with optional fields?

    I want to spool sage intelligence report using optional fields that I created on General ledger instead of using General ledger account or General ledger account segments on sage 300. /resized-image/__size/640x480/__key/communityserver-discussions-components…
  • Sage 300 2024 - FR Web Screens

    Hi, I have just set the Sage 300 2024 up and using SAMINC we are testing new features for suitability for a client upgrade. When testing I am getting errors when running via the FR Web, the FR on the desktop however is working fine. Sage 300 2024…
  • AP vendor transaction report preview

    How can I filter AP vendor transaction report to get actual result with GL transaction report.
  • How can I configure/place custom reports for web screen?

    I have several custom reports (crystal reports). Now I want these reports to be also accessible via web screen. Which directory should I put my reports?
  • Sage 300 business intelligence reporting trees

    We have created a report using the trees - which works Now we have another scenaria with organic and non organic stores - the problem here is organic can consist of dept 11, 22,23,30 etc Non organic 12,18,32,etc How can I drag all the trees into…
  • Sage Intelligence Reporting - Need currency conversion rate in Sales Master Report

    I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…
  • What is the proper report to use to view orders invoiced but not shipped?

    What is the proper report to use to view orders invoiced but not shipped? We have tried to use Order Action Report and set the type to orders never shipped but it is not generating accurate data. Any insight will help! Thanks in advance.
  • Sage Intelligence Reporting Cloud (SIRC) from the Sage 300 2023 release - Question

    Sage 2023 has not been officially released in Australia yet so I have not checked in the install iteself. In relation to this thread https://www.sagecity.com/us/sage300_erp/f/sage-300-announcements/190585/important-information-regarding-sage-intelligence…
  • Sage 300 Intelligence reporting

    When using Sage 300 webscreens, is there a way to run Intelligence reporting with installing Sage 300 desktop version.
  • Fetching Alternate Item in query

    Trying to return the corresponding itemno for a given icitem.altset #. Normally, I'd just write a SQL statement such as: select [icitem].[itemno] from [icitem] where [icitem].[altset] but, alset is an integer, and I can't find a column in icitem…
  • Creating date "buckets"

    I am looking to create some buckets of dates in Sage intelligence. I am very new to Sage Intelligence, so please help me understand. I started by creating a view in SQL (I was planning on creating a view for each bucket and then combining the views…
  • Sage Intelligence SubTotal circular references errors when using Dynamic Range Refresh function.

    I am using SubTotals in a large financial report using Dynamic Ranges, when I refresh the report I receive Circular reference errors. Note I manually fix the reference errors but they keep coming back when Refreshing the worksheet. Any ideas?
  • Parameter in Report Manager Duplicating some data

    Good Day, I have created a new report in Sage Intelligence. Client is Running Sage 300 2018. I am trying to exclude data before a certain date but the date only gets set on the run of report. I have tried to add in a filter and a parameter…
  • Intelligence Report error. Excel Crashes with a ntdll.dll .

    Our Sage 300ERP 2019 is generating a error. Excel crashes with the following error. The Error showing the Server Log was. Faulting application name: EXCEL.EXE, version: 16.0.5017.1000, time stamp: 0x5ebb1f39 Faulting module name: ntdll.dll, version…
  • How Can I Export and Import a Container

    I am developing a new Sage Intelligence Report for a client and I had to create a new container. I know how to export and import the report. How do I transfer the required container? TIA
  • ODBC SQL Server Driver] Cannot open database The login Failed SQLSate = 37000

    Please Help. We get the above-mentioned error on one workstation trying to print reports The other strange thing is that there are 3 companies and we only get this error on two of them, the third works fine. All other workstations are printing…
  • Sage 300 2017 Business Intelligence - Missing Accounts Tool

    I'm having an issue when running the missing accounts tool. On one report I've built, the tool will only show missing balance sheet accounts even though I know for certain there are missing income statement accounts. I even went so far as to build one…
  • Sage 300 Intelligence Reporting module :- Run-time error '13':Type Mismatch

    We are working on a project where we have installed Sage 300 Intelligence Reporting module. The session date is showing correct format of regional date setting (e.g. South Korea). Also, all transaction screens show correct date format (e.g. YYYY-MM-DD…
  • Inventory Report - On hand value is double the correct amount

    When running the inventory on-hand intelligence report I see that one item at one location is showing a quantity onhand as twice as much as it should be. The costs are also showing up at twice the correct amount. Any idea of what is happening. We look…
  • Sage Intelligence Reporting: Financial Periods/Date

    Hi all, Good day. My company's financial calendar starts from 1 Jul and end on 30 Jun. We have set his up in the FISCAL CALENDAR under COMMON SERVICES. We are creating a report that would use GL data, as well as Sales History from OE. At the…
  • SI Add-in function - ExtendFormulaeToUsedRows

    Hi all, I have a question on the ExtendFormulaeToUsedRows. After I added this Add-in function, it always prompt an error message stating ....[Select method of Worksheet class failed]........ The worksheet is the first worksheet named Sheet1 which…
  • 65K row limit

    I just attempted a Sales Report and received a warning about exceeding the 65K row limit. I am using Excel 2013 so that is not a limit from Excel. Is there something I need to do to get around this limitation?
  • Total by territory

    I have successfully added the territory field to my sales report is Sage Intelligence, but I cannot get the field to total correctly. If I put the field before the customer number it total, but only for each customer. If I place the field to the left…