Part 3 of 3: Learn how to create a Management Pack in Sage 50cloud Intelligence
Sage Intelligence
by Sage Intelligence Tips
5y ago
We have come to the final part of this Sage Intelligence 3-part series! Let’s take a look at what we have been through so far. In Part 1, you learned how to get started in the cloud with Sage 50cloud Intelligence giving you instant access to online financial reports. In part 2, we showed you how to customize your reports giving you the ability to present your data the way you want. In the final part of this series, we’re going to explore the Sage 50cloud Intelligence Management pack. Have you ever wanted to run your financial reports all at once and have them stored neatly in one place for ea ..read more
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Part 3 of 3: Create and customize reports easily with the Financial Report Designer
Sage Intelligence
by Sage Intelligence Tips
5y ago
You’ve reached the final part of this Sage Intelligence 3-part series. Let’s recap what we have been through so far. In Part 1, you learnt how to get started with Sage Intelligence Reporting so that you can have accurate and timely financial statements available to understand and run your business effectively. Then, in Part 2, you discovered how to customize your reports giving you the ability to represent your data visually. You’ll now learn how to crunch your financial numbers quickly with the Financial Report Designer in Sage Intelligence Reporting. We know that creating the perfect financi ..read more
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Part 2 of 3: Learn how to customize your reports with Sage 50 Intelligence Reporting
Sage Intelligence
by David Ako-Bryant
5y ago
Welcome to Part 2 of this three-part series! In part 1 we showed you how to get started with Sage 50 Intelligence Reporting. You’ll now discover how to easily customize your reports. Intelligence Reporting pulls real-time data from Sage 50 – and other data sources you may want to report on – and delivers it in an Excel format that is easy to understand, interact with and customize, giving you instant visibility across your business. There will come a time when you’ll need to customize your reports, such as adding or removing rows and columns or maybe adding some charts to visually represent yo ..read more
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How to stop your Excel charts from disappearing
Sage Intelligence
by Glynnis Boyens
5y ago
Have you ever experienced your Excel charts disappearing when you hide the columns showing the data? By default, Microsoft® Excel® shows only visible data in a chart. In this tip, we will show you how to easily overcome this problem, by following these simple steps: 1. First, lets create a simple chart with your data to demonstrate.     2. If you had to hide columns A and B, your chart will disappear. To prevent this from happening, click anywhere on the chart and from the ribbon, select Chart Tools > Design > Select Data     3. In the “Select Data Source” dialogue box, select “H ..read more
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Part 1: Take a quick tour through Sage 50 Intelligence Reporting
Sage Intelligence
by David Ako-Bryant
5y ago
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 get started Are you on Sage 50 Business Care? Did you know Intelligence Reporting is included as a benefit in your plan? In part one of this series, you’ll discover how to get started with Sage Intelligence Reporting with a quick introduction to thr ..read more
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How to use the new “Up to Period” filter in Sage Intelligence for Accounting
Sage Intelligence
by Juan-Pierre Nel
5y ago
Sage Intelligence now allows you to filter your report based on a fiscal period. No more cluttered reports, and no more redundant editing of report layouts to get your desired results! How Sage Intelligence determines Fiscal Periods Before we dive into the new ‘Up to Period’ feature, it is important for you to understand how Sage Intelligence Fiscal Periods work. In your Sage Business Cloud Accounting solution, your Financial Year End Date is defined. 2. From this Financial Year End Date, your Financial Year Start Date is calculated. This determines your Fiscal Year. Note: Sage Intellige ..read more
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