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

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 Clark Walliser's discussion Publish to File with static values copies values in rows 1-4 into body of financials
"Hi Clark,  I've not see this but I checked with one of our top Sage Intelligence partner consultants from and he suggested that it could be some corruption in the template.  Or maybe it has to do with freezing the panes? Maybe make a…"
Mar 14
Sandra Smith replied to LYNN RUSHING's discussion Sage 100 Free Reports Tables
"Hi Lynn,  You can see the tables and fields used for all reports from the Connector module.  If you do not have the Connector module then you can reach out to your Sage Partner for this information. This also depends on which version of…"
Feb 26
Sandra Smith replied to Mark Du Sautoy's discussion SAGE 300 Report Designer
"Oh, this is using the Layout Generator. That is ok.  Just select one. If you choose the columns and rows you want to use then generate the Layout do you still see double values?"
Jan 31
Sandra Smith replied to Mark Du Sautoy's discussion SAGE 300 Report Designer
"Hi Mark,  It is ok to use the company code within the formula but you don't have to use it in the single company (non-consolidated) report.  I don't understand where you are seeing twice the data in the report Can you…"
Jan 30
Sandra Smith replied to Clark Walliser's discussion Financials: Hiding zero value lines on multiple sheets - what's the current solution?
"Good question.  The Tips and Tricks are found on our website which is a different platform than our Community. Go to  www.sageintelligence.com  then select the Resources tab and you will see Tips and Tricks in the menu among other…"
Jan 25
Sandra Smith replied to Clark Walliser's discussion Financials: Hiding zero value lines on multiple sheets - what's the current solution?
"Hi Clark,  We have a couple options in the Tips and Tricks section of our website:  How to hide zeros using Excel -…"
Jan 25
Sandra Smith replied to Clark Walliser's discussion When select certain reporting tree units no data shows in amount cells, only text "Reporting Tree"
"Hi Clark,  I've not see this before.  Make sure there are no characters like dashes or periods that within the account number or range.  Here is more information on how to using masking within trees…"
Jan 21
Sandra Smith replied to Aracelis McAloon's discussion Balance Sheet - Reports (Shareholders Equity)
"Hi Aracelis, For 100, have you see the demonstration Financial Report Designer report? Run it out and take a look at the Balance Sheet we've built to see if that is something that can work for you.  Also, we have a Sally Series of videos…"
Jan 21
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…"
Jan 17
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…"
Jan 17
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…"
Jan 17
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

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