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 […]
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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 […]
Learn how to use Title Variables in your Sage Intelligence reports
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 […]
Save time by using shortcut keys in Sage Intelligence
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 + […]
How to keep your Report Manager tidy by hiding reports you don’t use
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 […]
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 […]
Save your entire report to PDF using macros and Sage Intelligence
Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a report has run out, and using the Generate Output File field […]
Know your numbers with the Business Snapshot Dashboard
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. […]
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 […]
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