• Sage 300 Intelligence

    Hi all, I know this is a very specific question but I am using Sage 300 Intelligence and I have consolidated 3 entities into one report (all 3 listed under Database Consolidation List). Within this report I have built financial statements for all 3…
  • 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…
  • Can Sage 300 Intelligence Reporting Add-ins be manually installed on a workstation?

    I have a client that wants to send the financial reports to a partner that does not have access to Sage 300. We would like the partner to be able to change the parameters on the Excel workbook that is e-mailed so he can take different looks at the data…
  • Recreate Crystal report in Intelligence reporting

    Does anyone know of a way or what the best way would be to recreate a Crystal Report in Intelligence Reporting? I have created a container with all of the data tables but when I run the Sample data nothing comes up. I know it has to do with the sql expressions…
  • Report search in viewer & Designer

    Anybody know any search report name or report ID feature in Sage Intelligence?
  • Detailed Transaction Report with a Date Range

    I have designed a report that allows me to get the detailed transaction per account or for all accounts in one row of an excel spreadsheet, i.e. account number, account description, Fiscal year, Period, doc date, source, source type, posting sequence…
  • Committed (outstanding PO) and Actual vs Budget per GL Code

    FormerMember
    FormerMember
    Our managers want to stay on Budget, but when they start a new PO, they do not know how much they have already spent. Has anyone created a report to show the Committed (outstanding PO) and Actual vs Budget per GL Code? Or can let me know where to find…
  • Missing GL accounts in Report Filters

    When I try to filter the GL Transaction Details report for certain accounts, not all of the accounts show up in the drop down list. For instance it only goes to account 7700, but I have hundreds of accounts after that. Can anyone help. I feel like…
  • Error: Report Designer component is required by this report and is not installed on this workstation.

    I am trying to run and copy a report in Sage 300 2014 and later move the report to the Sage 300 2020 environment for testing and use. However, i keep getting the captioned error. A few months ago users were able to run reports without an issue. All of…
  • SQL Error in SQL exprsssion using a SUBSTRING

  • GL Account Description

    The GL account description is not pulling into my newly created balance sheet report. When I put in the formula =GLAccountDescription300("SAMINC", $B10) into my cell, when I run the report the account description is not pulling in, I just see the formula…
  • Move a Sage 300 Intelligence Container to a New Computer

    I have developed a new Sage Intelligence report for a client and had to create a new container. How can I export/copy the container to my clients computer? Also, how do I copy the new report that is associated with the computer.
  • Sage 300 Web Screen

    Other than Financial Report, is it possible to design other Intelligence report and able to run in Web screen? Any Document or Material?
  • Why can't I add a filter?

    I want to limit the output to only one specific currency type.
  • How can I tell which version of the sub-reports is used in this report?

  • Adding a calclulated field to BI report data

    FormerMember
    FormerMember
    I'm trying to add a calculated field (concatenating 2 existing data fields) to my BI report. I tried adding it to SHEET1 but it ignores the inserted column when the raw data is imported. I tried setting up a SHEET2 to move the imported data into and do…
  • I need to add a field to the AP Tran container. Do I need a connector license

    For a custom report I am making, I need to add the posting date which is not present in the AP tran container. The fiscal period and year is present, but not the post date. I happen to want that. Do I need to make a new container to do this and if so…
  • BudgetYTD is pulling multiple years values

    My financial is pulling budget #'s but it is puling 2017 and 2018 added together. I have the year set to 2017 and I have the budgetsetcode blank and I get the combined value. When I set the budgetsetcode to 2017 or to 1 i get 0.00's. How do I properly…
  • Add optional field to financial report

    I have an optional field as part of the chart of accounts. I want to use it to create a financial report based on this information. Can I add the optional field to a Sage Intelligence report?
  • Excel View in SEI

    Hello - Is it possible to create a view in SEI using an existing excel spreadsheet rather than using the SAGE database tables? If so, how is this done? Thanks
  • Sales Report for the last 2 years

    I want to run a Sales History Report that contains the last two years of data. I only want to enter the end date and compute the begin date as two years earlier. Can I do that with a parameter or filter?
  • in $000

    Hello Guys, i am designing a highlight report and need to use (in $000), anybody know how to create it ? Thanks in Advance, Frank
  • Creating an AP aging dashboard in Intelligence Reporting

    I wish to create a AP aging dashboard in the Intelligence Reporting module. The issue is the table "APAGED" is only populated when the A/P aging report is run for all vendors. Hence if the report was run for one vendor that is what you will get when…
  • 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…
  • Sage Intelligence Report - Sales by Ship-to State

    I need to total my Sage Intelligence Report by the state of the ship-to address. What table(s) do I need to link to Sales Master 3-0 data container.