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How to Use Sage Intelligence Report Manager?

    Sage Intelligence Report Manager

    Sage Intelligence Reporting (Sage Intelligence Report Manager) is an Excel-based reporting tool that pulls data from across your entire Sage ERP system (any module) into a single location so you can slice, dice, and analyze the numbers in a familiar spreadsheet environment. There are seven modules of Sage Intelligence Reporting: Report Manager, Report Viewer, Report Designer, Connector, Olap Module (Analysis Module), Security Manager and License Manager.

    The Report Manager provides an interface to create and modify reports. Reports can be grouped into folders, and properties of reports can be reviewed and edited as necessary.

    Graphical user interface, text, application
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    How can you get the Sage Intelligence Report Manager?

    New and current Sage 100 ERP customers will receive a single-user Report Manager license for 4.5 as a support plan benefit.

    ➤ Author new reports (organizing, creating, editing) and filter and clone the standard report templates for management (financial reports, dashboards, financial trend analysis), as well as general ledger sales, purchases, and inventory transactional reports.

    ➤ Set permissions/security on all reports.

    ➤ Connection to one ERP company database at a time (if running two or more companies, users can redirect to relevant company connections).

    The “free” version provides basic functionality. Please note the following capabilities:

    ➤ Optional Import/Export functionality requires the purchase of an additional Report Manager license, the Designer module, or Connector module

    ➤ Optional Report Scheduling requires the purchase of an additional Report Manager license, the Designer module, or Connector module

    ➤ Connections to other types of databases requires the purchase of a Connector module

    ➤ If you purchase the Report Manager license, it allows authoring of new reports from existing data containers ONLY as well as editing of existing standard reports including filtering and aggregating of data (licensed per workstation). Also supports auto-emailing reports, scheduling reports, and publishing report output to HTML for intranet/Internet.

    Steps for Use the Sage Intelligence Report Manager

    To access the Report Manager, you have to:

    • Open the Disclosure Management report in Smart View Microsoft Office. See Connecting to Narrative Reporting in Smart View
    • Open a Disclosure Management report.
    • In the Disclosure Management ribbon, click check out and then select manage to open the Report Manager.

    There are several important buttons on the Report Manager’s ribbon (on the top of the screen) as well as the shortcut menu which is also called the right-click menu. Additionally, there are several other tabs which allows you access to more extensive options. For instance, if you go to the Tools tab, there are options available to export and import reports as well as run all the reports in a folder. And, from the Help tab, you can open the help file, connect to the online academy or the Knowledgebase.

    In this tip, we have a list of the options and their descriptions that are available from the Report Manager ribbon and the shortcut menu.

    CopyCopies the selected items to the clipboard
    Move ToMoves a connection or container
    PastePaste an item from the clipboard to the selected location
    Add FolderAdds a new folder
    Add ReportAdds a new report
    RenameUsed to rename a file, folder, or any selected item
    DeleteDeletes the selected item
    RefreshRefreshes on-screen properties of the chosen item
    RunUsed to run a report
    DesignUsed to design a report by opening a template in MS Excel for modification
    Save Excel TemplateUsed to create a template for the current report from an open MS Excel workbook
    Create Report ShortcutUsed to create a shortcut to a report automatically
    Lock/UnlockUsed to lock or unlock the current report
    Run SampleUsed to run a report using only a sample of the data. This is specifically useful to design and test reports that are data sensitive
    Check/TestUsed this to check if a report satisfies minimum requirements to function correctly. Minimum requirements include that one column be selected and that if a template has been assigned to a report, that report exists
    HistoryShows a Report’s run history
    Import ReportEnables the import of reports previously ported from other Sage Intelligence Reporting Systems
    Export ReportEnables the export of reports for import to other Sage Intelligence Reporting Systems
    Output ModeEnables the output of a report to be sent to the screen instead of MS Excel for debugging purposes
    Toggle Hidden ReportsEnables hidden reports to be seen
    Generate Scheduler CommandGenerates the command to run the report unattended
    Bulk Import/ExportEnables the bulk import of new reports or updating reports
    Run All ReportsUsed to run all the reports in the selected folder from top to bottom
    Clean Pivot FieldsUsed to open a template and remove all currently unused pivot field pivot items
    Clear Report HistoryPermanently erase the instance history of the report
    System VariablesShows the available system variables
    Unlock Microsoft ExcelAt times, some unexpected errors can cause Microsoft Excel to get locked. This option unlocks the MS Excel file and allows access
    HelpLaunches the Help files
    WebsiteTakes you to the Sage Alchemex Site
    Online AcademyOpen the Online Academy
    Knowledge BaseLaunches the Knowledge Base
    AboutOpens the About window which allows you to view product version, licensing details, and enabled features

    Conclusion :

    If you are trying to use the Sage Intelligence Report Manager and you come across certain errors that make it difficult for you to work on it, it is best that you get in touch with our highly skilled support team via phone or email [email protected] so they can resolve the concerns for you.

    👉Frequently Asked Questions

    Q 1.What Do The Different Color Icons Indicate In The Report Manager?

    Ans – Intelligence Reporting supports two main report types:

    💠 Reports with a blue icon like the Sales Master indicates Standard report
    💠 Reports with a green icon like the Dashboard indicates Union report

    Q 2. How To See The Hidden Reports In The Report Manager?

    Ans – The standard for all Union reports is to have the underlying sub- or child reports hidden using the “Report Hidden” check box, which is available by checking on the “Show Advanced” check box in the Report Manager.

    Q 3. How Can You Import And Export Reports In The Report Manager?

    Ans – Importing and exporting are not supported with the single user license (Report Manager) that comes as part Intelligence Reporting. A company must own more than a single Report Manager license or must own the Connector module in order to import or export report templates.

    Q 4. Are There Any Shortcuts To Using The Sage Intelligence Report Manager?

    Ans – Yes, there are quite a few shortcut keys that you can use with the Report manager. They are:

    💠 CTRL+R: In the Report Manager, this runs the selected report
    💠 CTRL+C: Used for copying the preferred object
    💠 CTRL+V: Paste the copied object
    💠 DEL: To delete the selected item
    💠 F1: Used to open the help file in new window
    💠 F2: Used to rename the selected item
    💠 F5: Used to refresh the item list
    💠 F12: Used to add a child object to the selected item

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