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Dan Krishman's Discussions
GL Transaction Detail Report for Sage X3 using SBI
1 Reply
Hello, Has anyone been able to create a GL Transaction Detail report for Sage X3 using SBI. I am having a tough time find a predefined report in the reports list within the reports manager. Any help…Continue
Started this discussion. Last reply by Peter Scully Jan 9.
Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
4 Replies
Hi, I am trying to create a Trial Balance with separate columns for Debits and Credits using the BI Tools tab in Sage Business Intelligence. Thus far I have been unsuccessful in this endeavor. Any…Continue
Tags: credit, debit, balance, Trial
Started this discussion. Last reply by Elueme Samuel Apr 27.
Tools Tab missing from BI Tools Task Pain in Sage Intelligence X3 - Trying to use the Missing Accounts Feature
3 Replies
Can anyone tell me how I can view the Tools tab in the BI Tools Task Pain for Sage Intelligence X3. I am accustomed to the Sage 300 Intelligence Report where the Tools tab is visible and gives you…Continue
Started this discussion. Last reply by Dan Krishman Aug 2, 2017.
Budget not pulling by Reporting Tree
2 Replies
Hello, I am working on developing a Sage BI report for Sage X3. I have run into a road block. The budget numbers uploaded into X3 will pull into the report, however, when ever I drag the Department…Continue
Started this discussion. Last reply by Dan Krishman Jul 27, 2017.
Dan Krishman's Page
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Elueme Samuel replied to Dan Krishman's discussion Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
Peter Scully replied to Dan Krishman's discussion GL Transaction Detail Report for Sage X3 using SBI
"Hi Dan.
The GL Drill Analytical and Financial reports may contain what you're looking for.
These are hidden report which you can see by selecting Toggle Hidden Reports on the Tools tab in the Report Manager. You may need to copy these…"
Dan Krishman posted a discussion
GL Transaction Detail Report for Sage X3 using SBI
Hello, Has anyone been able to create a GL Transaction Detail report for Sage X3 using SBI. I am having a tough time find a predefined report in the reports list within the reports manager. Any help would be greatly appreciated.Thanks,DanSee More
M Gog replied to Dan Krishman's discussion Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
"Sage Intelligence for Sage 100 I used the following:
Debit =IF(GLActual($A7,$B$2,$B$3,$B$1)>0,GLActual($A7,$B$2,$B$3,$B$1),"")
Credit =IF(GLActual($A7,$B$2,$B$3,$B$1)<0,GLActual($A7,$B$2,$B$3,$B$1),"")
A7 = account…"
Dan Krishman replied to Dan Krishman's discussion Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
"Thanks for the reply Jim. I am using the SBI tool for Sage X3. I've searched through the reports and have had no luck so far. I'll take another look."
Jim Smith replied to Dan Krishman's discussion Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
"You should look in the Sage Intelligence Report Utility (there must be a link to it on this forum somewhere). Depending on which product you are using, there might be a report in there that you can use. I know there is for Sage 300. Not sure about…"
Dan Krishman posted a discussion
Create Debit and Credit Columns in Trial Balance using Sage Business Intelligence.
Hi, I am trying to create a Trial Balance with separate columns for Debits and Credits using the BI Tools tab in Sage Business Intelligence. Thus far I have been unsuccessful in this endeavor. Any suggestions? Many thanks, DanSee More
Dan Krishman 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
"Thank you Tesh. I appreciate you reply to the thread"
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…"
Tesh 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
Been looking at my X3 install aswell as some of the release notes
and i believe this feature is not available at all in X3"
Dan Krishman posted a discussion
Tools Tab missing from BI Tools Task Pain in Sage Intelligence X3 - Trying to use the Missing Accounts Feature
Can anyone tell me how I can view the Tools tab in the BI Tools Task Pain for Sage Intelligence X3. I am accustomed to the Sage 300 Intelligence Report where the Tools tab is visible and gives you access to the "missing account" tool to build into reports that use specific account numbers rather then ranges. In the Sage X3 Intelligence Reporter this option is not visible. I am not sure if it is simply not available or there has been an error in the install.Thanks in advance for your…See More
Dan Krishman replied to Dan Krishman's discussion Budget not pulling by Reporting Tree
"Hi Carmen. Thank you for your response. I was able to figure out the problem by simple setting the YTD budget to always look at period 12. "
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"
Dan Krishman posted a discussion
Budget not pulling by Reporting Tree
Hello, I am working on developing a Sage BI report for Sage X3. I have run into a road block. The budget numbers uploaded into X3 will pull into the report, however, when ever I drag the Department over to the Reporting Tree Unit cell the budget disappears. Can anyone give me some insight on this?I have attached a quick video of my issue.See More
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