GUIDES / DOCUMENTS
Sage 300
Guides / Documents
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Getting Started Guide
An introduction to Sage Intelligence Reporting, the various modules and their basic functionality.
Citrix Installation Guide
This installation guide explains the process when setting up Intelligence Reporting on a Citrix XenApp/XenDesktop Load Balanced or Single Server Instance.
Standard Reports
View a description and the business benefits of each of the standard reports shipped with Sage Intelligence Reporting.
Activating the Free Report Manager
If you have Sage 300 ERP (5.6/6.0) Sage Intelligence Reporting should be one of the pre-checked modules for you or else you can follow this guide to activate it.
Report Distribution
This guide will provide you with an understanding of how to distribute your reports once they are run. You will learn how to specify distribution settings, manage distribution instructions and select distribution instructions to use.
Reporting Trees
This guide will provide you with an understanding of Reporting Trees and how it is used in the Sage Intelligence Report Designer. You will learn the benefits of using Reporting Trees as well as how to utilize them.
Bulk Report Import
Sage Intelligence versions do not overwrite existing versions, settings, or reports when installed, however existing reports will need to be manually exported out of the existing version and imported into the latest version.
Spec Sheet
Learn the benefits, features and functionality highlights of Sage Intelligence Reporting.
Report Writing Best Practices
This document provides you with the guidelines to create reports written for the best automation, flexibility, performance and ease of maintenance.
Frequently Asked Questions
Learn the answers to all of the most frequently asked questions about Sage Intelligence Reporting.
Report Designer User Guide
Get the full guide on how to use both the Layout Generator and the Task Pane.
Release Notes
These release notes contain information about new features and resolved issues.
Installation Guide (2017)
This guide is designed to assist you to set up a new installation and licence Sage 300 2017 Intelligence Reporting.
Report Designer Add In FAQs (V1.1)
Find out all the answers to the most frequently asked questions by customers on the Report Designer.
Updating a Report from PVS SQL to a SQL Database
If you were previously using Intelligence Reporting on a pervasive (PVS) database, you may wish to upgrade to the latest SQL release.
Creating a Template for your Report that Uses Dynamic Account Ranges
You will need to first create a template and then set up the dynamic ranges, and finally refresh. This document details the process.
Editing an Existing Report Template to Include Dynamic Ranges
If you’ve previously created a layout using the Report Designer, there are changes you’ll need to make before you can set up dynamic ranges. This document details the process.
Financial Reporter to Sage Intelligence Conversion Guide
If you are a Sage Intelligence user previously using Financial Reporter (FR), you may have FR reports that you want to use in Sage Intelligence.