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When working with Sage Intelligence, you may feel the need to make changes to your reports using functionality that isn’t included online, like adding tables, charts, trendlines, etc. If this is you, then Sage Intelligence has you covered by allowing you to download and open your reports in Microsoft Excel, giving you access to standard […]
Not grasping why your system is returning an unexpected result can be a source of great frustration. If you suspect there could potentially be an issue with Sage Intelligence, try this quick troubleshooting technique. While Sage Intelligence is loaded on your screen, press F12 on your keyboard—this will open a console at the bottom or […]
In our last tip, we looked at the functionality of the different icons provided on the Report Manager menu ribbon. You can find this tip here. Now, we’re going to do the same for the Connector module. Take note that icons will activate / deactivate based on your selection in the object window. These icons are […]
In a previous tip, we explained how you can easily remove duplicate rows from your data using the Remove Duplicates function. You can find it here. At times though, you may just want to highlight duplicate rows without actually deleting them. In this tip, we show you how you can do this using an Excel […]
With the new release of Sage Intelligence for Accounting, you’ll not only notice a fresh, new user interface that’s easy on the eyes, but also a redefined user experience that will help make your reporting solution even more intuitive and easy to use. But here’s the best part. We’ve also added a new Additional Reports […]
This report gives you a dynamic view of your top 5, 10, 15 and 20 customers—depending on your requirements. The first dashboard you’ll notice is a map chart, which opens up after you’ve entered your required from and to date. This map chart highlights the amount of Sales per Customer by Location. The size of the bubble indicates the […]
This report displays the quantities and values of stock purchased and sold from the start date you enter at runtime to the current date, broken down by product. It also includes opening and closing stock amounts. This enables you to tell, at a glance, whether you’re perhaps overstocking or understocking on certain items, and whether […]
This report gives you an overview of where, and from whom, you’re purchasing goods and services based on the date selection you have made. To run this report, you’ll first choose the from and to date by simply clicking on the date selector to expand it further: The Purchase Analysis by Region report will then open for the period […]
This report helps you flag customers who are currently overdue and owe you money. With this report, you’ll be able to drill-down to specific customer information to follow up on the outstanding amounts as soon as possible—which will help your business cash flow. There are 3 pages to this report, namely; Overdue Customer Dashboard, Detail, […]
This report gives you an accurate view of the cash you’ve received into your bank account and what you’ve paid out. With this report, you’ll also be able to drill-down to the individual transactions on a specific day. To run this report, you’ll first choose the from and to date by simply clicking on the […]
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