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Financials Report Title - how to show company name and fiscal period end calendar date like FRx

I'm just learning SI after 20 years of FRx. In FRx the report titles had functions you could enter for the company name and calendar date t…

Started by Clark Walliser in Sage 100 and 500 ERP Intelligence Reporting

5 on Monday
Reply by Debbi Silberberg

Filter Data in Report Designer

We have a client that has created a custom Income Statement in designer and they filter departments within the account code segments using…

Started by Krissy Eide in Sage 300 ERP Intelligence Reporting

7 Jan 14
Reply by Peter Scully

Integrating Sage Intelligence with newer Excel abilities like: Converting to Table, Data Model

Is SI looking at using the Excel Table feature instead of legacy named ranges? On the newer versions of Excel, you have the feature to con…

Started by Clark Walliser in General

1 Jan 12
Reply by Sandra Smith

Sage Evolution General Ledgers export

Hi Guys, I am wondering can assist. I am trying to find a report or maybe guidance on how I dump all the general ledger accounts from Evolu…

Started by Jared Woods in Sage Evolution Intelligence Reporting

2 Jan 10
Reply by Jared Woods

import report templates from Sage Evolution to Sage 300

Hello, We just recently upgraded from sage evolution to sage 300c,, we were using intelligence in evolution and we have the report template…

Started by Hatim Hassanali in Sage 300 ERP Intelligence Reporting

0 Jan 9

newbie to intelligence reporting.

Sorry if I am rehashing an old thread or if I am not in the correct forum. Also, my first forum so apologize for any bad etiquette I have j…

Started by Howard Jer in General

15 Jan 8
Reply by Howard Jer

BI with MS RDS Office 365

When running sage from RDS and launching BI, BI can not find exel to load.   Office 365 is installed local on the RDS server and users can…

Started by Valerie hagen in Sage 300 ERP Intelligence Reporting

4 Jan 4
Reply by Sandra Smith

How long should it take to open a template to edit it?

I'm still learning Sage Intelligence. l'm modifying a financial statement copied from the Financial Report Designer 1-1 default template. …

Started by Clark Walliser in Sage 100 and 500 ERP Intelligence Reporting

3 Dec 29, 2018
Reply by Doug Walker

Importing SI .tre metadata into Excel to view, getting error (Internal error: Data at the root level is invalid. Line 4, position 1.)"

I'm trying to figure out a better way to create reporting trees and noticed the SI metadata stores the trees as a .tre file. I guessed it w…

Started by Clark Walliser in General

1 Dec 29, 2018
Reply by Doug Walker

Wildcard Characters in Sage Intelligence

Hi Experts, Quick question: Is there a way to change the character that Sage Intelligence uses as a WildCard? I would need it to work in t…

Started by Bastian in Sage 100 and 500 ERP Intelligence Reporting

9 Dec 27, 2018
Reply by Doug Walker

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