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Welcome to the first of a three-part series where you’ll discover how to get started with Sage 50 Intelligence Reporting (on-premise/desktop), so that you can easily manage your business financials. In this series, you’ll learn how to get a handle on your business’s financial reporting needs with quick and easy Intelligence Reporting tips. Let’s […]
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 […]
The Business Snapshot Dashboard – Profit and Loss statement provides a visual summary of how your business is doing with regards to generating sales, managing expenses and creating profits. In other words, whether your business has made or lost money in the period under review. This can also help determine trends for future business decisions. […]
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 + […]
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 […]
Let’s say you have a workbook containing sales over a two year period. You would now like to know what the average is for your top 5 sales values, as well as the value for your largest sale. In our example, which you are welcome to download here, we are using Column A for the […]
The Business Snapshot Dashboard – Profit and Loss statement provides a visual summary of how your business is doing with regards to generating sales, managing expenses and creating profits. In other words, whether your business has made or lost money in the period under review. This can also help determine trends for future business decisions. […]
More and more companies are calling for the necessity of business intelligence (BI) and reporting. It’s fast becoming the it word in business, and regularly features in the discussions of many business circles. However, there seems to be a gap in understanding why we need BI. What’s the point of having BI? What’s the big […]
Depending on your Sage business solution, you may or may not have the Missing Accounts feature in your Financial Report Designer report. Even if you have this functionality, you are still not automatically alerted that account level detail may be missing from your layout. In this tip, I’m going to share a way to identify […]
In the first part of this series, I compared becoming a new parent to nurturing relationships with new customers (and also managing their payments). The intent was for entrepreneurs to take 5 minutes every now and then to reflect on one element of their businesses to help them grow. In this article, I will focus on […]
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