Project BI Reports

Hi Sage,

There have been a few people who have requested assistance with creating integrated Project and GL reports. The issue is that the Report Writer does not have the required Union Sub Reports from which to pull the required data. Is there a way to pull the project data in order for this to be incorporated into a broader GL breakdown. 

Regards

Johann

  • 0

    Good day Johann, Unfortunately, Pastel support will not be able to assist you with customising the report. You may need to get someone who is outsourced to assist with the customisation.

     

    Please check if the the Report Utility on Sage Intelligence has a report similar to what you need. Report Utility will allow you to select the reports you would like and automatically import them to your Report Manager module. All you need to do is download the Report Utility and follow the easy steps to select the reports you would like. These provide a great basis for you to build useful reports for your business, with minimal customization required.  You can download the utility from the following link:  Sage Pastel Report Utility                                        

    To get the most out of your Sage Intelligence Software visit the Sage Intelligence Community where you will find a host of information on Sage Intelligence software, business reporting in Excel, and various support issues. You may find an article, video or discussion thread relating to your query and will have the opportunity to interact online with Sage Intelligence and Excel experts.

  • 0 in reply to MagsNan

    Hi MagsNan,

    The above reply is of no use to me. I am not asking you to customise a report for me, I am asking how I can retrieve data from the Projects we are running in Pastel Partner. The Project Tracker has reports, but I want to retrieve the data into one of the BI reports to combine with our GL transactions. Is there a sub union report that pulls the project data from Pastel?

    I look forward to your reply.

    Regards

  • 0 in reply to Johanndb

    Hi Johann,

    Pastel does not have the sub union report you require, but you can use the Pastel tables to create your own container in Sage Intelligence http://help.sagepastel.co.za/desktop/Connector/Data_Containers/Data_Container.htm  

    The tables that are affected with Project transactions in the Pervasive Control Centre are CostCodeBudgets, CostCodeLevelLinks, CostCodeLevelNames, CostCodeLevelSetup,CostCodes, CostCodeTransactions, HistoryHeaders, HistoryLines and Ledger Transactions.   

    Hopefully this will be helpful.                                                                                                                                          

    Kind Regards

  • 0 in reply to MagsNan

    Thanks for that. I'll investigate this option.