Import-Export Sage 100 Intelligence Reports

Sage 100 intelligence reports act as an essential tool to view the pre-formatted reports and help in customizing reports in multi-excel. The intelligence report is used to send the reports to Excel so that you can easily use the enhanced features like filtering capabilities, pivot tables, and data containers.

The below article will cover the information regarding the import and export process of the Sage 100 intelligent reports.

Why Sage 100 Intelligence Reports?

These reports enhance the business visibility by providing more informative decisions. Sage Intelligence reports are one of the modules in Sage 100 that plays a vital role in extracting information from it and delivers the same directly to the Microsoft Excel format. It would be simple to understand and manipulate reports with intelligence reports. It allows you ease of using the existing features of Microsoft excel to write and edit reports. It in turn enhances instant business visibility.

How to Import /Export Sage 100 Intelligence Reports?

When you upgrade the Sage intelligence version you need to export the suitable reports out of the older SI installation. After this import the same into new SI installation.

How to Import Sage 100 Intelligence Reports:

๐Ÿ’  Open the object window
๐Ÿ’  Give a home objectย  and give a right-click in it
๐Ÿ’  Choose Import reports or hit on the Tools option on the Toolbar
๐Ÿ’  Give a click Import Report
๐Ÿ’  Now chose the option named report to be imported
๐Ÿ’  Hit Open tab
๐Ÿ’  It will display the Import Report Wizard
๐Ÿ’  Choose the Target connection option
๐Ÿ’  The main connection is the Sage MAS
๐Ÿ’  In case you need to import a type of report named Consolidated
๐Ÿ’  Now use the drop-down list named Target connection
๐Ÿ’  Select Sage MAS consolidationย 
๐Ÿ’  To create the type of report you should own the module named Sage 100 intelligence
๐Ÿ’  Locate the list named drop-down and choose the Report Destination
๐Ÿ’  Hit Import
๐Ÿ’  Choose OK
๐Ÿ’  Open the menu labeled Toolbar
๐Ÿ’  Hit Action tab
๐Ÿ’  Choose Refresh option

How to Exports Sage 100 Intelligence Reports:

๐Ÿ’  Locate the report name and give a right-click on it
๐Ÿ’  Choose the Export Report/Highlight the report
๐Ÿ’  Click Export Report using the Tools tab
๐Ÿ’  It will open Save Export File as a wizard
๐Ÿ’  Choose the desired location
๐Ÿ’  Fill in the file name if required
๐Ÿ’  Hit Save option
๐Ÿ’  Choose Ok which says โ€œExport Succeeded. To import this reportโ€ฆโ€

How to Copy Reporting Trees to other Sage 100 Intelligence Reporting Systems?

Locate Metadata Repository:

๐Ÿ’  Open the Report Manager
๐Ÿ’  Choose Home
๐Ÿ’  It will properties wizard, below MetaData Repository Location to ensure the metadata repository path
๐Ÿ’  Now copy the desired reporting trees with the below steps:
๐Ÿ’  Open the Windows Explorer
๐Ÿ’  Search metadata repository location
๐Ÿ’  Find the ReportTrees folder and double-click on it
๐Ÿ’  It will display reporting trees
๐Ÿ’  Now copy the desired reporting trees
๐Ÿ’  Paste reporting trees
๐Ÿ’  Using Windows Explorer
๐Ÿ’  Locate destination Sage intelligence reporting system
๐Ÿ’  Search the systems metadata repository location
๐Ÿ’  Now paste the copied reporting tree into the folder named ReportTrees.

Final Words!

Here, the article about the Import and export of Sage 100 intelligence reports! Hopefully, you can easily save time. To know more related to Sage 100 components give a call to the Sage 100 consultant team. The team member is there for you to resolve the issues without keeping you delayed. Use a phone number, live chat, or email address.

๐Ÿ”ถFrequently Asked Questions๐Ÿ”ถ

Q1. How Would I Fix the Distribution Instructions that are Missing Errors After Sage 100 Intelligence Imports?

Ans: If your existing version of Sage 100 intelligence contains distribution instructions then you need to copy the files to the updated repository folder manually.ย  Follow the below steps:
๐Ÿ”ถ Search to the Intelligence Repository folder old versions
๐Ÿ”ถ Now open the folder named Distribution
๐Ÿ”ถ Choose and copy the applicable distribution instructions files in the folder with the .rul file extension
๐Ÿ”ถ Browse the advanced intelligence repository folder then make a new folder named Distribution
๐Ÿ”ถ Now paste copied .rul files into the folder.

Q2. What If I Need to Fix the Missing Reporting Trees While Sage Intelligence Reports?

Ans: Reporting Trees does not include in the Export file. If the Reporting trees are being used then there is a need to copy the reporting tree manually. Here are the steps:
๐Ÿ”ถ First of all close the Excel and Sage Intelligence Applications
๐Ÿ”ถ Search for the Sage intelligence shared repository folder
๐Ÿ”ถ Past version
๐Ÿ”ถ Now locate the ReportsTree folder and double click on it
๐Ÿ”ถ Copy the suitable reporting tree files and then search and open the Sage intelligence shared folder for the advanced version
๐Ÿ”ถ Locate the ReportTree folder and double-click on it
๐Ÿ”ถ Paste the copied files into the folder
๐Ÿ”ถ Now login to the new Sage intelligence version
๐Ÿ”ถ Create applicable reports
๐Ÿ”ถ Now their available reporting trees.

Q3. How do I Manually Load the Excel Add-in Sage 100?

Ans: ๐Ÿ”ถ Open Excel
๐Ÿ”ถ Locate the File button
๐Ÿ”ถ Give a click on the Options
๐Ÿ”ถ Select Add-ins
๐Ÿ”ถ Click on the Browse option and search the C:\Program Files (x86)\Common Files\BIExcelFunctions\32bit\
๐Ÿ”ถ Hit the โ€œSage.BI.ExcelFunctions.xllโ€ file.

Q4. What Benefits Do I Get After Exporting Sage 100 Intelligence Reports into Excel?

Ans: ๐Ÿ”ถย Save time in pulling the data
๐Ÿ”ถ Ease of designing the customized reports as per business needs
๐Ÿ”ถ Increase business visibility.

Q5. What Needs to be Done Before Importing and Exporting Sage 100 Intelligence Reports?

Ans: You need to first create a backup of all your data before proceeding with all the advanced solutions like importing and exporting Sage 100 Intelligence Reports.

Q6. When Do We Need to Import and Export Sage 100 Intelligence Reports?

Ans: You mostly need to Import or Export Sage 100 Intelligence Reports when you are reinstalling or upgrading Sage Intelligence.

Q7. How Much Time Does the Entire Importing and Exporting Sage 100 Intelligence Reports take?

Ans: The entire process of Importing and Exporting Sage 100 Intelligence Reports might take from 45 minutes to 1 hour, depending on your computer system, network connections, and also the number of reports that need to be imported or exported.



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