Gabriela Yates
  • Female
  • Edmonton, AB
  • Canada
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Converting Financial Reporter Layout With YTD Credits or YTD Debits to Sage Intelligence

Converting Financial Reporter Layout With YTD Credits or YTD Debits to Sage Intelligence. I have to convert an old Financial Reporter report to Sage Intelligence. It uses a formula that shows the YTD…Continue

Tags: converting Financial Reporter Layouts”, credit,debit, , Designer”, Report, FR report Layouts”,

Started Jan 22

Sage Intelligence Report Designer Reporting Tree Network Path Not Found When Sharing Reports
2 Replies

Error in reporting tree path when sharing report designer report and .tre file. I am trying to make modifications to a clients Financial Report. I do not have their Sage Data on my system. Instead I…Continue

Tags: found, report trees, not, path, reporting

Started this discussion. Last reply by Gabriela Yates Jul 12, 2018.

Task Pane and Drill Down Not loading because Excel Add in loading from wrong version (64 bit versus 32 bit)
1 Reply

Task Pane and Drill Down Not loading because Excel Add in loading from wrong version (64 bit versus 32 bit)One of my clients had an issue with the Sage Report Designer Task Pane not loading (due to…Continue

Tags: Add-in, Addin, Task, Pane, working

Started this discussion. Last reply by Helen Jun 18, 2018.

Adding company to Consolidated Report Designer Report reduces available Fiscal Years to View
2 Replies

Adding a new company to Consolidated Financial Report reduces years available to run in parameter pop-up. I had a client running a consolidated financial report for 2014 to 2018. He had a new company…Continue

Started this discussion. Last reply by Gabriela Yates Apr 5, 2018.

 

Gabriela Yates's Page

Latest Activity

Gabriela Yates replied to Gaetano Siano's discussion Can I use MailSMTP Plugin to send to Multiple recipients?
"Has anyone found a way to do this? I am am trying to send a report using the alchemex add-in email SMTP to multiple recipients and it causes an error to occur. Separating emails by a semi-colon seems to split the plug in into two plug ins. I can…"
May 31
Gabriela Yates replied to Terris's discussion Report on debit and credit movement (Sage 300 SI)?
"That makes sense. I think you are right that a simple GLPOST union should be fairly straightforward to union in. Thank you!"
Feb 1
Gabriela Yates replied to Terris's discussion Report on debit and credit movement (Sage 300 SI)?
"I was also trying to figure out if this is possible in Report Designer without unioning in another report. The FR formula for this is  Debit =FRTRN("NETYTD","","TRANSAMT>0") Credit…"
Jan 22
Gabriela Yates posted a discussion

Converting Financial Reporter Layout With YTD Credits or YTD Debits to Sage Intelligence

Converting Financial Reporter Layout With YTD Credits or YTD Debits to Sage Intelligence. I have to convert an old Financial Reporter report to Sage Intelligence. It uses a formula that shows the YTD total only if the transaction was a Debit =FRTRN("NETYTD","","TRANSAMT>0") and the YTD total only if the transaction was a Credit =FRTRN("NETYTD","","TRANSAMT<0"). This matches up with the Report totals that would be in the G/L Transaction Listing if I selected that account for periods 1 thru…See More
Jan 22
Gabriela Yates replied to Gabriela Yates's discussion Sage Intelligence Report Designer Reporting Tree Network Path Not Found When Sharing Reports
"I deleted the old tree and pasted in the one that you attached, then reopened the report. I am still getting the error (error occurred trying to creat the Reporting Trees folder [\\acctserver\Sage300\BXDATA\SQL\ReportTrees\]). It seems like it is…"
Jul 12, 2018
Keeveshin Naidoo replied to Gabriela Yates's discussion Sage Intelligence Report Designer Reporting Tree Network Path Not Found When Sharing Reports
"Hi Gabriela, I had a look at the .tre file and the contents was corrupt. I've managed to fix the .tre file which should eliminate the error you've been experiencing as Sage Intelligence should now identify the file as a report tree. Please…"
Jul 12, 2018
Gabriela Yates posted a discussion

Sage Intelligence Report Designer Reporting Tree Network Path Not Found When Sharing Reports

Error in reporting tree path when sharing report designer report and .tre file. I am trying to make modifications to a clients Financial Report. I do not have their Sage Data on my system. Instead I asked them to send me the report and the .tre file. I put the .tre file in the location where all of my Reporting Trees are (C:\Sage\Sage 300 ERP\BXDATA\SQL\ReportTrees). When I open the report, any formula with a Reporting Tree in it shows #VALUE!. When I go to Trees on the Task Pane, it says no…See More
Jul 10, 2018
Gabriela Yates replied to Elaine Marshall's discussion Error 462
"Thanks for this. We also had a user suddenly having 'Error 462 The remote server machine does not exist or is unavailable.' as an intermittent error on our hosted (Citrix) server. We hadn't changed anything, so it is still a mystery…"
Jun 20, 2018
Gabriela Yates replied to Simbarashe Muchanyu's discussion Report Designer Menu not Showing
"Office 365 is not supported or compatible with Report Designer. It must be a local installation of Excel."
Jun 19, 2018
Helen replied to Gabriela Yates's discussion Task Pane and Drill Down Not loading because Excel Add in loading from wrong version (64 bit versus 32 bit)
"Hello, Thank you can use this in future. Regards, Helen"
Jun 18, 2018
Gabriela Yates posted a discussion

Task Pane and Drill Down Not loading because Excel Add in loading from wrong version (64 bit versus 32 bit)

Task Pane and Drill Down Not loading because Excel Add in loading from wrong version (64 bit versus 32 bit)One of my clients had an issue with the Sage Report Designer Task Pane not loading (due to Excel Add-ins) and we tried activating and reloading the Excel Add-ins, but with no result. We got Tech Support to look and they could not find a solution either. I thought I would post the scenario and what worked for us in the end here in case anyone runs up against the same problem.The computer…See More
Jun 15, 2018
Gabriela Yates replied to Phil Ryan's discussion SaveAs Method Error
"I also got Error Number: [1004] SaveAs method of Workbook class failed . This happened when trying to save the template back to Report Manager. It turns out that my Report Name had a slash in it. This was automatically putting a slash in the…"
Apr 25, 2018
Gabriela Yates replied to Zoe Samuel's discussion Error number 1004
"I also got Error Number: [1004] SaveAs method of Workbook class failed . This happened when trying to save the template back to Report Manager. It turns out that my Report Name had a slash in it. This was automatically putting a slash in the…"
Apr 25, 2018
Gabriela Yates replied to Mike Mirabelli's discussion Error Number [1004]
"I also got Error Number: [1004] SaveAs method of Workbook class failed when trying to save the template back to Report Manager. It turns out that my Report Name had a slash in it. This was automatically putting a slash in the template name, which is…"
Apr 25, 2018
Gabriela Yates replied to Reinhard Erb's discussion Pivot Table Issue on saving as a template in Alchemex
"I also got Error Number: [1004] SaveAs method of Workbook class failed . This happened when trying to save the template back to Report Manager. It turns out that my Report Name had a slash in it. This was automatically putting a slash in the…"
Apr 25, 2018
Gabriela Yates replied to Gabriela Yates's discussion Adding company to Consolidated Report Designer Report reduces available Fiscal Years to View
"Because the client was busy and I found a successful work around, we didn't pursue going through the Sage Support hold times, etc. However, if it comes up again in a less time sensitive situation, I will consider logging a call so they can have…"
Apr 5, 2018

Profile Information

Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage 300 ERP Intelligence Reporting (Formerly Accpac)
Website
http://adssglobal.net
About Me:
Gabriela Yates, B.A. M.Sc.
Consultant, ADSSGlobal Edmonton
How long have you been using the above solution?
3 years

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