Tag Archives: Report Manager

Password Protecting the Sage Intelligence output Book

Consider a situation where we need to send our Sales information to any audit or survey authority, we will need to keep it locked so that no one can edit the information. To handle such cases, Sage Intelligence Reporting has a useful feature called “Protect output Book”. New Stuff: Deleting Inactive records in Inventory Control… Read More »

Scoping Sage Intelligence Reports in Sage 300 ERP

Consider a situation where users have a multiple Sage 300 ERP companies setup and they have individual SI reports for each company. In this case, user has to scroll through a lot of reports to print any report. To handle such cases, Sage Intelligence Reporting has a useful feature called “Manage Object Scoping”. New Stuff:… Read More »

Creating a Union Report in Sage Intelligence Reports

There may be a scenario where you want to generate multiple sage intelligence reports in a single click. To handle such cases Sage Intelligence Reporting has a useful feature called “Union reports”. A Union Report is a group of standard reports running together in a specified order, with the control to deliver all the sub… Read More »

How to move columns up or down in Sage Intelligence reports

In our previous blog post on Sage Intelligence reporting, we had discussed about the steps to add/remove the Additional Columns in Sage Intelligence reports. In addition to this module, we will discuss about how we can “Move up or Down” the existing fields of Sage Intelligence report. New Stuff: Why Use Document Numbering To move… Read More »

Add/Remove Additional Columns in Sage Intelligence reports

In our previous blog post on Sage Intelligence reporting, we had discussed about the steps to be followed for E-mailing Sage Intelligence reports. Moving forward on this module, we will discuss about how we can ‘Add or Remove additional fields in an existing Sage Intelligence report’. New Stuff : Create GL Batch Option in Sage… Read More »

E-mailing Sage Intelligence reports

In our previous blog for Sage Intelligence reporting we had discussed about How to Deploy Sage Intelligence Reports.Continuing further, in this post we will discuss about how we can automatically distribute any Sage Intelligence report once it has been run.GUMU™ Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300Follow these… Read More »

Add parameters in Sage Intelligence Reports

In our previous post for Sage Intelligence reporting we had discussed about How to Deploy Sage Intelligence Reports continuing further on this topic we will discuss about how we can define additional filter parameters in Sage Intelligence reports. In the blog we will take example of adding a parameter to custom Inventory master report, Sage… Read More »

How to Deploy Sage Intelligence Reports

In our previous post for Sage Intelligence reporting we had discussed about How to run a Sage Intelligence report Continuing further, in this post we will discuss about how we can deploy our modified report in Sage Intelligence reports.  After the completion with the modification in the Sage Intelligence Report, it must be deployed so… Read More »

How to run a Sage Intelligence report

In our previous article we had discussed about how we can modify the standard Sage Intelligence Reports. How to modify standard Reports in Sage Intelligence GreytriX3 : Planning to Integrate your solution with Sage ERP X3.. some good tips here   Continuing further, In this article we will discuss about how we can run a… Read More »