Hi my client is on ver 11.1.1 of sage 200 evolution - and we cant seem to get the BIGenerator addin to show up under addins.
its not under inactive or disabled addins either.
When trying to manually install it says its not a valid excel addin.
They…
I created the Report in separate sheets with Pivot Table. The cell/columns formatting are complete e.g. alignment, date and number formats, conditional formatting. The Excel Template has been linked to SIR.
The Pivot Table is set to Preserve cell formatting…
I Have a Consolidation Report with last 20 years financial data and I want to create a filter so that the report only returns last 5 years of data, I tried including system parameters to the standard report 'Fiscal Year' First but whenever I run that…
Hi, when adding the container as a report in SIR the system prompt:
The container has no expressions defined and therefore cannot be used. Please add expressions to the container in the Connector.
Whereas I already created the 3 expressions. I tried…
I'm using a parameterized stored procedure named sprptPaymentsTx having 3 parameters (vendor_ID, from_date, to_date) to generate the Payment Transactions Report. Test confirmed it working in MS SQL example exec spr ptPaymentsTx null, '20200101', '20201231…
I feel like the Not Equal join used in Crystal in order to combine the Company file in a report to be able to get the company name/code would not work in SI. Is there a way of adding the company code for NON-FINANCIAL reports?
Hi all,
I know this is a very specific question but I am using Sage 300 Intelligence and I have consolidated 3 entities into one report (all 3 listed under Database Consolidation List). Within this report I have built financial statements for all 3…
Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
I am experiencing a #Value error on the Trail Balance & Balance Sheet when running the financial reports.
Any help on how to resolve this? I followed the instructions on the Knowledge base article on importing the financial report designer 1-9(SI) but…
I am moving client from Sage 2020 to Sage 2024 and in doing so the Sage Business Intelligence Reporting has changed and I am looking for find out how to move the templates from BXDATA\SQL folder into new reporting folder. Can anyone let me know the process…
I want to spool sage intelligence report using optional fields that I created on General ledger instead of using General ledger account or General ledger account segments on sage 300.
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What is the sql statement needed to get the last full month for a pass-through variable.
Scenario is: On the 10th of the month, produce a GL detail report for all activity posted in the prior month.
As always thanks in advance for your assistance…
We have created a report using the trees - which works
Now we have another scenaria with organic and non organic stores - the problem here is organic can consist of dept 11, 22,23,30 etc
Non organic 12,18,32,etc
How can I drag all the trees into…
Does anyone know if Sage is planning on supporting Sage Intelligence with O365 Cloud? I have several clients having issues with not being able to use SI with O365 Cloud and needing to install Excel locally.
Thanks!
I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…
There was a scenario that the client didn't uninstall Sage Intelligence workstation setup before their old server was already offline with the new server in place. When the client tried to uninstall Sage Intelligence workstation setup, the program was…
I am creating a new report for a client and after saving and re-running, the first custom tab has been partially overwritten by four columns of CompanyCode, Rollup Type, Rollup Type Description, and Rollup Code.
The standard Rollup tab is still hidden…
We are using Sage 500 2018 (v7.9) and we recently upgraded from Office 2016 to Office 365. Now our Accounting department is receiving errors when using Sage Intelligence i.e. Sage.BI.ExcelFunctions1.1.x11 don't match. I have tried to Add the Report Designer…
Good day,
Apparently there is a new BIM report layout for the MEIBC Bargaining Council File.
Why has there been no external communication in this regard? Nothing on Sage City, Support Snippets, Knowledge Base or Release notes.
Only after having…
SI has a function for "GLActual" that nets the debits and credits.
Is it possible to add 2 different functions to get the debit and credit separately?
the data exists in the actuals currently included sub report.
Sage 2023 has not been officially released in Australia yet so I have not checked in the install iteself.
In relation to this thread https://www.sagecity.com/us/sage300_erp/f/sage-300-announcements/190585/important-information-regarding-sage-intelligence…
Can the reports "GL Transactions incl BegBalances" & "GL Transactions Incl Open Balances" be converted to Consolidation reports?
Or, is there a way to set the company code and add the 8 companies as sub-reports?
Sage intelligence has stopped refreshing when I change the Period or Year. I have formulas linked to a Year and Period so that changing either cell with the Year or Period changes the data to that time frame. It worked fine in a previous report version…
