Terris
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Terris's Discussions

retrieve an overwritten template

Hi folks, Anyone know how to retrieve a template that was overwritten by accident? When saving a template, I saved it to the wrong report and said yes when it asked if i wanted to delete the old…Continue

Started Feb 8

Report on debit and credit movement (Sage 300 SI)?
4 Replies

Hi everyone, I did see this question posted before but was not able to find an answer applicable to my situation. I would like to find a way to report on the debit and credit movement for an account…Continue

Started this discussion. Last reply by Gabriela Yates Feb 1.

Easier way to build/edit massive reporting tree? (sage 300)
2 Replies

Hi everyone, I am going to build a reporting tree for 90+ departments. I was wondering whether there is a better way than manually typing everything in? Would be nice to be able to import a csv file.…Continue

Started this discussion. Last reply by Terris Dec 11, 2018.

GL Security for Sage Intelligence Reporting
5 Replies

Hi everyone, I did some research on this and see some people posting this question before but not finding a solution yet. So I thought I'd just post it again to see if there has been any new…Continue

Started this discussion. Last reply by Peter Scully Dec 12, 2018.

 

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Terris posted a discussion

retrieve an overwritten template

Hi folks, Anyone know how to retrieve a template that was overwritten by accident? When saving a template, I saved it to the wrong report and said yes when it asked if i wanted to delete the old template. Is there anyway I can find the old template?Thanks!!See More
Feb 8
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
Shwu Hua Gan replied to Terris's discussion Report on debit and credit movement (Sage 300 SI)?
"Hi Gabriela,  If I understand correctly, FRTRN above is the Financial Reporter formula in Sage 300. Report Designer in Sage Intelligence is getting data from the GL financial summary table GLAFS. So, to include GL Transaction detail debit and…"
Feb 1
Terris replied to Krissy Eide's discussion Filter Data in Report Designer
"Hi Peter,  I added the segment code as an SQL Expression instead of a data field. The SQL statement I use is: SELECT DISTINCT [GLAMF].[ACSEGVAL02] FROM [GLAMF] ORDER BY [GLAMF].[ACSEGVAL02] It seems to work fine for now!"
Jan 30
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
Jim Smith replied to Terris's discussion Report on debit and credit movement (Sage 300 SI)?
"There is a report that you can get through the Report Utility called General Ledger Transaction Details Including Opening Balances that can give you this information."
Dec 17, 2018
Terris posted a discussion

Report on debit and credit movement (Sage 300 SI)?

Hi everyone, I did see this question posted before but was not able to find an answer applicable to my situation. I would like to find a way to report on the debit and credit movement for an account for certain period. For example, for my bank account, I would like to know how much I had flow in (debit movement) and how much I had flow out (credit movement).I understand for the GLActual300 formula there is an argument on balance type (debit vs credit), but that is to distinguish balance only. I…See More
Dec 15, 2018
Peter Scully replied to Terris's discussion GL Security for Sage Intelligence Reporting
"Hi Terris. What you are suggesting sounds right."
Dec 12, 2018
Terris replied to Krissy Eide's discussion Filter Data in Report Designer
"Hi Krissy,  Were you able to add the filter eventually? I am facing the same situation here. The actual reports does not have segment code as a field. I added the segment code as a data field, but when I use it as a filter, the SQL query that…"
Dec 12, 2018
Terris replied to Terris's discussion Easier way to build/edit massive reporting tree? (sage 300)
"Hi Sandra,  Thanks for your kind help!! I was looking for one for Sage 300 and couldn't find any. So I just went ahead and manually created the tree.. Wasn't too bad. Hope there will be an executable for Sage 300!"
Dec 11, 2018
Terris replied to Terris's discussion GL Security for Sage Intelligence Reporting
"Hi Peter,  Thank you for introducing pass through variable to me. I looked into it. It looks like a great function that I can use for the future.  I think in my situation adding filter might be a better solution, because the purpose is…"
Dec 11, 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
Peter Scully replied to Terris's discussion GL Security for Sage Intelligence Reporting
"Hi Terris. Just to add to this, in the Report Manager the sub reports aren't interrelated, so you would need to add filters to each one you want filtered.  Using a passthrough variable is a convenient way to do this.  It is only one…"
Dec 5, 2018
Terris posted a discussion

Easier way to build/edit massive reporting tree? (sage 300)

Hi everyone, I am going to build a reporting tree for 90+ departments. I was wondering whether there is a better way than manually typing everything in? Would be nice to be able to import a csv file. I tried a few tree reading website to read the .tre file but didn't work for me. I also tried opening the .tre file with notepad and the content is beyond my knowledge. Thanks for your time!!See More
Dec 5, 2018
Terris replied to Terris's discussion GL Security for Sage Intelligence Reporting
"Hi Sandra,  Thanks for your kind help! I tried with filters as you suggested and it worked perfectly for me! Just to share my testing results, the filter needs to be at the Accounts sub-report; simply putting a filter for the Segment Codes…"
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

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