Carmen Griessel
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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 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
Carmen Griessel replied to Dan Krishman's discussion Budget not pulling by Reporting Tree
"Hi Dan,  Do you want to send me and email on this email address carmen.griessel@sage.com and I will assist you further. I would like to see how you have set up the reporting trees.  Regards Carmen"
Jul 20, 2017
Carmen Griessel replied to Carmen Griessel's discussion X-Factor Report Writer Series
"Hi Everyone,  Don't forget to register for Part 6 of this X-Factor Series now.  I have added Part 7 to help users to understand the differences between an aggregation report and a true consolidation and learn and how…"
Jul 11, 2017
Carmen Griessel replied to Marius's discussion Installing Sage Intelligence on server and client computers
"Okay, we don't have much on this but send me an email and I will share what I have with you.  carmen.griessel@sage.com  Regards Carmen"
Jul 11, 2017
Carmen Griessel replied to Lucia Modlin's discussion pastel partner version 17 SI error on workstation: no Sage intelligence compatible products detected
"Hi Lucia,  I would log a call with Sage Pastel support and see if they can assist. support@pastel.co.za The only other thing is to see if you can find a solution in the knowledge base documents.  Regards Carmen "
Jul 7, 2017
Carmen Griessel replied to Marius's discussion Installing Sage Intelligence on server and client computers
"Hi Marius,  Check out our Learning Portal, in the Advanced tab under Documents you will find this installation guide which will help you out.   Regards  Carmen "
Jul 7, 2017
Carmen Griessel replied to Atasha Bernard's discussion SI REPORT ERROR
"Hi Atasha,  Please let us know what version of 300 you are on.  I would also check out the knowledge base documents found…"
Jul 3, 2017
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
Carmen Griessel replied to Carmen Griessel's discussion Why I love the Layout Generator in the Financial Report Designer
"Hi Agreed, this would be great. Unfortunately it is not fixed. I am told the Layout Generator is meant to be used for single company use only. You do have the Task Pane which is also amazing.  If I needed to create a consolidated report I…"
Jun 22, 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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