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 […]
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Download our latest Report Utility tool, giving you the ability to access a library of continually updated reports. You don’t need to waste time manually importing new reports, they are automatically imported into the Report Manager module for you to start using.Sage Intelligence Tips & Tricks
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Enhance your reporting with Sage Intelligence and Microsoft Power BI
Are you familiar with Microsoft Power BI? Did you know that in addition to Excel, Power BI can be used with Sage Intelligence to provide attractive and interactive depictions of your data? A key benefit of this is being able to keep track of key performance indicators while on the go. If this appeals to […]
Discover a more detailed analysis of dates using timelines in Excel
Have you ever felt the need to effortlessly switch the date ranges within your Pivot Table in Excel? Have you ever wanted to view the data for just one specific time-frame without having to apply a logical filter all the time? When is the last time you were able to get your Pivot Table to […]
How to create a Hierarchy SmartArt Graphic in Excel
Microsoft Excel offers you the ability to create and design a Hierarchy SmartArt Graphic. This is useful in showing a graphical representation of an organogram, organisation chart or any hierarchy structure. This example, explained below, will help you create your own hierarchy. Our example scenario is of a Report Store that contains reports created for […]
Learn how to edit standard reports in Sage Intelligence for your Sage Business Cloud solution
Sage Intelligence provides you with several standard reports that are displayed under the Standard Reports page as soon as you open the application. They provide you with necessary, ready-to-use value right off the bat. To ensure that you always have an original instance of these reports, they cannot be edited or deleted in their original […]
Collect your cash with the Analysis of Aged Debtors report
It’s important for any business owner to know exactly who owes them cash, how much, and when they can expect to receive it from their overdue customers. This is what the Analysis of Aged Debtors report provides. Looking at this Dashboard, the first thing you’ll see is that your Debtors Days are 46.99 and, in the […]
Get a picture of your business’s health with the Financial Hygiene Dashboard
We all know that cash flow is such an essential ingredient to the survival and success of any business. If you ever encounter cash flow problems at some stage of your business’s life, it could be a serious obstacle to your progress. Which is why it always pays to keep a close eye on what […]
What’s the big SO WHAT of business intelligence?
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 […]
Learn how to flag missing accounts in your Sage Intelligence Financial Report Designer report layouts
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 […]
How to use a slicer instead of a drop-down list in Excel
Selecting data from a drop-down list is a convenient and accurate way of entering data into a range. It helps in ensuring that the correct data is entered quickly in Microsoft Excel. However, a slicer provides a quicker, better and easier way of selecting data from a list. In this tip, we explain how to use […]
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