Carmen Griessel
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  • Durban
  • South Africa
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Carmen Griessel's Groups

Carmen Griessel's Discussions

Creating an Aggregation/ Consolidation Report with Sage Intelligence
1 Reply

Using Sage Intelligence to create an Aggregation/ Consolidation ReportUnderstanding Aggregation and ConsolidationWhat you need to before you startAggregation ReportConsolidation Report Understanding…Continue

Tags: Report Designer, Multiple Companies, Aggregation, Consolidation, Aggregate

Started this discussion. Last reply by NATE Aug 29, 2017.

Why I love the Layout Generator in the Financial Report Designer
2 Replies

When explaining the Financial Report Designer report to customers, I explain that they have two ways in which they can create layouts in Excel using this tool. The first is the Layout Generator,…Continue

Tags: Columns, Rows, Calculator, row sets, Report Designer

Started this discussion. Last reply by Carmen Griessel Jun 22, 2017.

X-Factor Report Writer Series
3 Replies

As a Sage…Continue

Tags: Layout Generator, Task Pane, Reporting Trees, Excel, Report Manager

Started this discussion. Last reply by Carmen Griessel Oct 2, 2017.

 

Carmen Griessel's Page

Latest Activity

Carmen Griessel replied to Ian Barbour's discussion Running Union Consolidation reports with different companies in Sub-Reports
"Hi Ian  If I understand the above correctly you may want to apply Pass Through variables to your report so you could then pass the company name into the report and filter the sub report further.  Check out this webcast on pass through…"
Tuesday
Carmen Griessel replied to Angelo Veney's discussion Sage 100 : Dynamic Range Setup and Refresh buttons not visible under Tools in the Task Pane
"Hi Angelo,  We only have the Dynamic Accounts functionality in Sage 300 and Sage 500, hence it will not be visible in your Task Pane.  Regards Carmen"
Apr 19
Carmen Griessel replied to Avi Sucharevski's discussion Best Practices - Report Writing New accounts get added in the group Sage Intelligence Reporting
"Hi Avi,  If you are going to upgrade to the latest version of Sage 300 you could try the Dynamic Account Ranges check out this functionality on the this link - "Sage Intelligence Reporting - Playing with Dynamic Account…"
Apr 6
Carmen Griessel replied to Colin Albert's discussion X3 Financial Report Designer performance
"Hi Colin,  Please Note you can try to reduce the size of the workbook with this tip: "How to reduce the size of your Report Designer workbook allowing for a faster run time" I also hosted a webcast on this showing Sage 300 but…"
Apr 6
Carmen Griessel replied to Avi Sucharevski's discussion Best Practices - Report Writing New accounts get added in the group Sage Intelligence Reporting
"Hi Avi,  Please advise which version of Sage 300 you are currently using?  Carmen "
Apr 4
Carmen Griessel replied to Gabriela Yates's discussion Report Designer Financial Report with a Date Range Filter? in the group Sage Intelligence Reporting
"Hi Gabriela,  The Report Designer will only give you transaction level detail when you drill down, which is a separate report which allows you drill down on category and account level. This drill down report cannot be changed and hence I would…"
Mar 28
Carmen Griessel replied to Avi Sucharevski's discussion Row sets with negative account balances in the group Sage Intelligence Reporting
"Hi  Avi,  Which product are you using and what version?  If you using the latest desktop version for your integration then there are two ways to do this.  If you using the Layout Generator you should be able to right-click on…"
Mar 19
Carmen Griessel replied to jim smulders's discussion Current period - Sage intelligence
"Hi Jim,  I have seen this once before and Sage support needed to get involved to assist with a fix. Please log a call with X3 support and ask them to escalate to the Sage Intelligence team.  If you want to keep me in the loop cc me into…"
Feb 23
Carmen Griessel replied to Carmen Griessel's discussion X-Factor Report Writer Series
"We have added a few extra webcasts to the X-Factor Series and if you interested in registering for them please do on the below link:  https://www.sageintelligence.com/webcasts/sage-intelligence/ These are the upcoming ones: "
Oct 2, 2017
Carmen Griessel replied to Howard Whiting's discussion Consolidated Income statement
"Hi Howard,  If you looking for additional information check out the below posts, they have a a couple of recorded webcasts which may help with some ideas.  Creating an Aggregation/ Consolidation Report with Sage Intelligence How to…"
Oct 1, 2017
Carmen Griessel replied to MARDUS GROBLER's discussion Sales report 5yr-Pastel Partner in the group Sage Intelligence Reporting
"Hi Mardus,  Have you check out the available reports from our Additional Reports page or create it yourself by checking out our Learning Portal to see just how to do this. Note if you looking for material on the connector check…"
Sep 29, 2017
NATE replied to Carmen Griessel's discussion Creating an Aggregation/ Consolidation Report with Sage Intelligence
"Thank you for the great post:)"
Aug 29, 2017
Carmen Griessel posted a discussion

Creating an Aggregation/ Consolidation Report with Sage Intelligence

Using Sage Intelligence to create an Aggregation/ Consolidation ReportUnderstanding Aggregation and ConsolidationWhat you need to before you startAggregation ReportConsolidation Report Understanding Aggregation and Consolidation reports in Sage Intelligence   What is an aggregated report    It is when you want to combine two companies e.g. SAM LTD and SAM INC into one report/ Excel        workbook.   What is a true consolidation     It is when you are combining e.g. SAM LTD & SAM INC into…See More
Aug 23, 2017
Carmen Griessel replied to Dan Krishman's discussion Tools Tab missing from BI Tools Task Pain in Sage Intelligence X3 - Trying to use the Missing Accounts Feature
"Hi Dan,  Tesh is right about not having the missing accounts feature. I have a recorded webcast where I cover how to handle missing accounts which might help you. Check the recorded webcast below out.  Learn how to set up account details…"
Aug 1, 2017
NATE replied to Carmen Griessel's discussion Working with Sage Intelligence and Power BI
"Thank you so much! Great Content!"
Jul 25, 2017
Carmen Griessel posted a discussion

Working with Sage Intelligence and Power BI

I hosted a webcast the other day on how you can create informative dashboards with Sage Intelligence and Power BI. This focused more on how you can use the Additional Reports provided by the Sage Intelligence Report Utility, and apply Power BI to create a new dashboard to use. I believe that a hybrid of Sage Intelligence and Power BI is priceless for business owners…See More
Jul 24, 2017

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage Pastel Intelligence Reporting (Formerly BIC), Sage VIP Intelligence Reporting, Sage 300 ERP Intelligence Reporting (Formerly Accpac), Sage Intelligence – Financial Reporting for Sage ERP X3
About Me:
Product Specialist
Sage Alchemex
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