Barbara Willis
  • Female
  • Gauteng
  • South Africa

Barbara Willis's Friends

  • Joseph Ivan
  • Peter R Andrews
  • Helen Massey
  • Kevin Naidoo
  • Stan Lewis
  • Siphiwe Hlatswayo
  • Stephen Coull
  • Gael Rowland

Barbara Willis's Groups

Barbara Willis's Discussions

Financial Report Designer
1 Reply

Started this discussion. Last reply by Carmen Griessel Jul 3, 2017.

Report Manager folders not correct in Evolution
1 Reply

Started this discussion. Last reply by nanah Jun 22, 2017.


Barbara Willis's Page

Latest Activity

Barbara Willis replied to Brenda Scott's discussion Help with a new report
"Hi Brenda Did you ever get this sorted out?"
Apr 2, 2018
Barbara Willis replied to Nikki Pallini's discussion GLACTUAL Formula
"Hi Nikki Did you ever get this sorted out? The simple answer is to change the formula from  "=GLActualEvo(J$6,$A11,$B$5,G$7)" where A11 (account number) = 100000 to "=GLActualEvo(J$6,$A11,$B$5,G$7)" where A11 (account…"
Apr 2, 2018
Barbara Willis replied to Peter R Andrews's discussion Sage 300 2018.1 One company - Two tables in two separate tabs on the same report
"Hi Peter Create individual reports to extract the data from each table, then create a Union Report to extract them into a single worksheet.  In the Report Manager, Properties of the union report, select Sheet1 for the first report, keep Sheet2…"
Apr 2, 2018
Barbara Willis replied to Nadine Peterson's discussion Evolution shows BIC Report as an Internet Document and not Excel
"Hi Nadine This issue is to do with Evolution, not your report.  Contact Sage Evolution support and they will talk you through fixing the system tree issue.  It was something I encountered at a user site at the beginning of this year."
Apr 2, 2018
Barbara Willis joined Les's group

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Sage Alchemex runs weekly, topical webinars regarding the Sage Intelligence solution as well as products powered by Sage Alchemex. These webinars are recorded and you will find links to these videos in this group.See More
Apr 2, 2018
Barbara Willis joined SIRWA North America's group

SIRWA North America

The organization known as S.I.R.W.A., (Sage Intelligence Report Writers Association) has two separate missions. First, SIRWA provides an organized group where like-minded, multi-talented, and qualified report writers can collaborate with and learn from each other.  All SIRWA members are “qualified” based upon criteria specifically designed to admit only the highest quality report writers, developed by the association itself. The main mission of SIRWA is to provide a professional resource of…See More
Feb 25, 2018
Carmen Griessel replied to Barbara Willis's discussion Financial Report Designer
"Hi Barbara,  As you know Sage Intelligence allows you to customize all your reports, and you can up skill on how to add fields/ reports to the Report Designer by going to our Learning Portal. Here I would suggest you check out the below…"
Jul 3, 2017
Barbara Willis posted discussions
Jun 22, 2017
nanah replied to Barbara Willis's discussion Report Manager folders not correct in Evolution
"Hi Barbara,  sounds like you have multiple svd's linked to different companies.  check under report manager in each company and see if everything is pointing to the same location. look at the metadata repository path."
Jun 22, 2017

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage Pastel Intelligence Reporting (Formerly BIC), Sage Intelligence – Financial Reporting for Sage ERP X3, Excel On Steroids
About Me:
My passion lies in creating clear and simple, interactive, real-time Excel dashboards and reports to extract meaningful and accurate information out of accounting and operational systems "at the touch of a button", without data manipulation, on any device, anywhere, anytime.

As a certified Sage Intelligence Report Writer, I have written reports in Sage X3, Sage Evolution and Partner Accounting. I have specialist knowledge of Microsoft SQL, Microsoft Power BI, and advanced Excel techniques.
How long have you been using the above solution?
14 years
Where did you hear about us?

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