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Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results! How Sage Intelligence determines Fiscal Periods Before we dive into the new ‘Up to Period’ feature, it is important for you to understand how […]
A financial report often needs to be consumed in conjunction with its fellow reports and by using a management pack, this allows for just that! With Sage Intelligence, you have the ability to create, edit and view these management packs. In this tip, we will highlight the flow of creating and viewing a Management Pack. 1. […]
Having a meaningful title for a report can help make its intention clear. For example, being able to add a date to a report name allows you to tell at a glance what information the report is referring to, and having this work dynamically is an obvious convenience. Sage Intelligence has now made this possible […]
Shortcut keys are common in many software applications and can save you time by making common functions easy to perform. Sage Intelligence is no different, and several shortcuts are provided in both the Report Manager and Connector. They are as follows: CTRL + R In the Report Manager, selecting a report and pressing CTRL + […]
The 3 skills and knowledge domains a Business Analyst requires to effectively add value is well versed and well documented; they need a degree of Technical Knowledge, Business Knowledge and Interpersonal Skills. Although most industry reports and literature focus on the two former items in the list, the latter is certainly not emphasized enough, and […]
You may have reports that you don’t run out often, if at all. A common example is the sub-reports of a union report, and you only ever run out the union report. Having these additional reports in your Report Manager may be necessary but can clutter up your folders. Fortunately, the Report Manager gives you […]
As a Business Analyst in a company utilizing an Agile development methodology with a high release-to-market approach, it has become truly evident and apparent that user stories are powerful tools in the software delivery process. Conjuring on average about 3 to 5 user stories on a good day, the practice of creating, communicating and processing […]
Cloud technology; modern day society’s means to life. A social and educational necessity to the millennial, Xennials’ daily newspaper and a spring of economic and financial opportunity for households and governments. It has become an increasingly integral part of our daily lives, how we interact, how we obtain information and how we perform our professional […]
To create insightful and highly customizable reports, Sage Intelligence provides you with the ability to add calculated columns and rows to your reports. These can be used to calculate, for example, variances, totals and other indicators at account and account category level, or based on your columns. The below provides and explanation of the different […]
In our last tip, I showed you how to create a Consolidation Connection in the Connector module, which lets you combine data from different companies into a single report to obtain a holistic view of your organization. If you would like to review the tip, you can find it here. Once one is created, there […]
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