How do I install Sage Intelligence Reporting?

Resolution

1. Go to Reports in the menu bar of Sage 50 home window.
2. Click Sage 50 Intelligence Reporting.
3. The following screen will appear.
4. If you purchased Sage 50 Intelligence Reporting, click the download your product now link and get the Sage 50 Intelligence Reporting (IR) installer package file.

Where is Sage Report Designer? Open Sage Report Designer, and use the File Explorer pane to locate the report you wish to modify, or select File > Open and navigate to the report file. The standard, or ‘default’ reports reside within the shared Sage folder in the Reporting > Default > Reports folder.

Also, How do I access Sage Intelligence Reporting?
Access Sage Intelligence

1. Click Reporting and then click the Sage Intelligence tab.
2. Enter your Accounting email address and password.
3. Click Allow to connect Sage Intelligence to Accounting.

Where can you go to share and gain new ideas for Sage intelligence?

Sage City. Join industry peers, certified partners, and Sage pros in Sage City! Available 24/7, the online community is the best place to ask questions and share product tips, tricks, and ideas with colleagues as well as industry and product experts.

18 Related Questions and Answers

How do I open report Designer in Sage?

Open the document in Sage Report Designer > Report menu > Report Properties > enter a new report name and description > OK. Report Designer v1.

How do I create a report in Sage Payroll?

To create a new report using the Report Wizard

1. Click Customers, then click Reports.
2. Click New.
3. Select the required document type, then click Next.
4. Select the data fields to include in your report, then click Next.
5. Add any required groups, then click Next.
6. Add any required sorts, then click Next.

How do I contact Sage support?

If you aren’t able to answer your security questions, please contact us on 0191 479 5955. Alternatively, you can create a new MySage login using a different email address.

How do I create a custom report in Sage 50?

Customizing Reports

1. Select which columns you want to include on the report.
2. Sort and filter the report.
3. Store and recall report templates so that you can use the same customized settings without having to select them each time you print the report.
4. Specify the page set up for a report.
5. Change font settings for a report.

What is the recommend size for a company logo in Sage intelligence?

Business logos should be a maximum of 280 pixels wide by 200 pixels high. Association logos should be a maximum of 180 pixels wide by 200 pixels high.

How do you start a report designer?

To start Report Designer

1. Open SQL Server Data Tools.
2. On the File menu, point to New, and then click Project.
3. In the Project Types list, click Business Intelligence Projects.
4. In the Templates list, click Report Server Project. …
5. Type a name and location for the project, or click Browse and select a location.
6. Click OK.

How do I pull a report from Sage?

To run a report. Open the Reports menu and choose the required report. Sage Financial Forecasting v5 – Open the View menu and choose the required report. To view your report quickly using default options, click View Report.

How do I create a custom report in Sage?

In Sage 100 ERP, Navigate to Business Insights -> Reporter-> Business Insights Reporter, and click on Create Report button on the Business Insights Reporter window. A window would appear containing all the customized reports created previously on the system.

How do I create a report in Sage 50?

To add a report to the Favourites menu

To select a report, from the left-hand pane, click the required report folder, then from the right-hand pane, select the required report. To add the report to the Favourites list, from the Reports toolbar, click Add. To close the Reports window, click Close.

How do I complain to Sage?

If you give us a call directly on 0191 479 5955 & we’ll get you through to our team to discuss this further. Can someone please advise how to get in touch with the complaints department?

Can you email Sage?

In Sage 50cloud Accounts you can send reports and layouts by email through Microsoft Outlook or webmail. You can use the Email Defaults option to apply email settings to multiple documents at once.

What time is Sage Helpline open?

We’re running live Q&A sessions Monday to Friday from 9am to 5pm where our product experts are answering your questions.

How do I change my logo in Sage 50?

Turn on logo in Reports & Forms settings

1. In the Home window on the Setup menu, choose Reports & Forms.
2. On the left side of the window, click Invoices or Statements.
3. Select the Company Logo box.
4. Click OK.

Is Sage Intelligence free?

Disclaimer: The Report Utility offers you free, downloadable reports that are compatible with the latest version of your Sage solution that Intelligence Reporting integrates with.

How do I find my Sage account number?

You can find your Sage account number and Sage Payroll serial number: In the email, or on the invoice you received from us with your software. Within your Sage Payroll software if you’ve already licensed it.

What is the difference between Report Designer and Report Builder?

2 Answers. I would say that the Report Designer (Visual Studio) targets Developers that have a Visual Studio edition, whereas Report Builder targets non-developer users, familiar with Office applications that will just need to let ClickOnce install Report Builder (but developers can use it too).

What is a report designer?

Report Designer provides a graphical interface in which you can define data sources, datasets and queries, report layout positions for data regions and fields, and interactive features such as parameters and sets of reports that work together.

How do I open an RDL file?

Follow These Easy Steps to Open RDL Files

1. Step 1: Double-Click the File. Before you try any other ways to open RDL files, start by double-clicking the file icon. …
2. Step 2: Choose the Right Program. …
3. Step 3: Figure Out the File Type. …
4. Step 4: Check with the Software Developer. …
5. Step 5: Download a Universal File Viewer.

How do I get a sales report on Sage?

To run the product sales by customer and sales by product reports:

1. Click Invoices and credits, then click Reports.
2. Click Invoice details.
3. Select the relevant report:
4. Click Preview and complete the criteria window.
5. Click OK.