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  • 1.  Customer is writing Sage Intelligence reports base

    Posted 10-10-2018 09:24
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    Customer is writing Sage Intelligence reports based on 4 departments segmented in his GL account. XXXX-100, XXXX-200, XXXX-300, and XXXX-900. He wants to report on segments 100, 200 and 900. He has created a reporting tree and seems to be able to add only two filter rules with OR between. Example: ????-100 or ????-200. This works but he wants to also add the ????-900. I know that there is a TO function, but in his live situation, the segments are not in sequence. Is there another way that anyone has successfully used?


  • 2.  RE: Customer is writing Sage Intelligence reports base

    Posted 10-10-2018 09:33
    He should add a line below for each segment. So there will be four lines. Then add another line to group all four. The four lines will then be moved under this group line. He will then select the group to report on all four segments.


  • 3.  RE: Customer is writing Sage Intelligence reports base

    Posted 10-10-2018 10:45
    @ScottFirgens Thank you. That worked like a charm. I had done that grouping before but I thought it was just a visual organization thing and not an actual consolidation.