Sandra Smith
  • Female
  • Irvine, CA
  • United States
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Sandra Smith's Discussions

how to change blank date fields
9 Replies

I have a partner who has created a sales report using Sage Intelligence and some of the date fields in the Sage 100 tables are blank. When SI creates the report in Excel, it makes the blank date…Continue

Started this discussion. Last reply by Doug Walker Oct 31, 2018.

Filter for hiding zero row is changing SI format
2 Replies

For Sage 100:  A customer I worked with has a financial report that was created by copying a FRx sheet into the Report Designer.  The formulas are all Sage Intelligence ones using year and period…Continue

Started this discussion. Last reply by Sandra Smith Aug 24, 2018.

Select reporting tree at run time using Report Designer Add-In report
17 Replies

I might be missing something easy but for 100, 2014 or 500 can we select reporting trees at run time using a report designer add-in report as you would using the layout generator or is there a method…Continue

Started this discussion. Last reply by Peter Scully Feb 10, 2015.

 

Sandra Smith's Page

Latest Activity

Sandra Smith replied to Valerie hagen's discussion Default for Selected Years BI
"After making a copy of the Demo report designer you need to double-click on it then select the sub report, right-click and select Go To Sub Report which will take you to the actual sub report.  You will need to revise/create the Parameter for…"
Thursday
Sandra Smith replied to Valerie hagen's discussion Default for Selected Years BI
"Hi Valerie,  Are you asking to set a particular year as the default? If so then, when adding a parameter, on the :"Enter an Optional Default for the Parameter" window you can enter a particular year which really would be a…"
Thursday
Sandra Smith replied to David Hurley's discussion Sage 100 - Report Designer Add-ins not showing when run as a Published App
"Hi David,  This could be an issue related to permissions within the environment/infrastructure that might not be allowing Excel add-ins or specific users cannot run Excel Add-ins or other Excel restrictions.  Also check if the user…"
Thursday
Sandra Smith replied to Clark Walliser's discussion Integrating Sage Intelligence with newer Excel abilities like: Converting to Table, Data Model
"Hi Clark, This is a good suggestion. I will add this information to our customer request and feedback resources to capture your suggestions and determine if it is something we would consider.   Thank you, Sandra."
Jan 12
Sandra Smith replied to Valerie hagen's discussion BI with MS RDS Office 365
"Great! Good information.  Thank you Valerie. "
Jan 4
Sandra Smith replied to Valerie hagen's discussion BI with MS RDS Office 365
"Hi Valerie, Jim provides a good suggestion below.  Please let us know if that works or not.  In most cases, this issue relates to set up and environmental situations that we would need to know to provide a solution. You might try…"
Jan 4
Sandra Smith replied to RR's discussion Range of accounts
"Hi,  Sage Intelligence supports the 'TO' for ranges using Dynamic Account Ranges.  You can see in this video how it is used. http://www.youtube.com/watch?v=0iSoZx5WpWY There are other videos available that explain how to…"
Dec 13, 2018
Sandra Smith replied to Marius Yung's discussion Sage300 Backup Container only.
"Hi Marius,  We don't have a backup feature for just the Container however, you can make a copy of the Container and then use the Backup Metadata and template feature.  You can find the instructions by going to the View Help icon in…"
Dec 10, 2018
Sandra Smith replied to Howard Jer's discussion newbie to intelligence reporting.
"Hi Howard,  What Sage solution are you using? For example, are you using Sage 100 or Sage 100 Contractor or 300?  Are you running a standard Sage Intelligence report or are you trying to run a report within the Sage…"
Dec 5, 2018
Sandra Smith replied to Terris's discussion Easier way to build/edit massive reporting tree? (sage 300)
"Hi Terris, We don't have one for 300.   The only one we have is for Sage 100 or 500 which enables users to import their FRx trees. It's a small executable that moves the .tre files over to Sage Intelligence. This link is to the…"
Dec 5, 2018
Sandra Smith replied to Marius Yung's discussion External Database with Report Designer
"Hi Marius, I'm not sure I understand your question. You can connect to a database outside of Sage (or tables within Sage) using the Connector module then create a container (joining tables) then you can create a report using Report Manager.…"
Dec 5, 2018
Sandra Smith replied to Terris's discussion GL Security for Sage Intelligence Reporting
"Hi,  Sage Intelligence cannot restrict running reports by account segment nor can the Tree function turn data on or off depending on the segment.  Unless filtered all data is pushed to Excel for the financial reports and the tree provides…"
Nov 30, 2018
Sandra Smith replied to Monica Southgate's discussion temporary transactions not being picked up in reports
"Hi Monica,  Are you asking if you can report on non posted data? If so, we do not bring in non posted data.  I hope this helps but if not please clarify.  Thank you,  Sandra."
Nov 29, 2018
Sandra Smith replied to Jacques Wainwright's discussion Windows Task Scheduler intermittently stop running reports to completion
"Hi Jacques, I found this explanation and resolution from Microsoft. Not sure if it applies to your issue.  Microsoft explains in this link that the error means the task is still running and could be caused by what boxes are ticked in the…"
Nov 28, 2018
Doug Walker replied to Sandra Smith's discussion how to change blank date fields
"I've tried to figure it out for many years and never found a "fix". If you find a fix let me know."
Oct 31, 2018
Dan Falls replied to Sandra Smith's discussion how to change blank date fields
"Thanks again for your help. That did not work, but testing for zero does work. I really want to know how to have Sage Intelligence create Sheet1 with a null value instead of zero for null date fields because I have hundreds of sheets and really…"
Oct 31, 2018

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