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  • 1.  Sage Intelligence financials by date range

    Posted 02-20-2024 14:36

    Have a client who has a statement they're doing for the owners which breaks down by location (about 10 locations) and each location has 3 lines (by 15 columns for 15 different accounts) which have 1 - current week (date range), 2 - prior week, and 3 - same week prior year.  I am juggling between Crystal and SI and I KNOW how I could do 3 different date ranges in Crystal but don't know how I could handle that in SI.  Any Excel gurus think SI is definitely the way to go?  (PS These are all IS accounts, so don't have to worry about balance forward - just sum up the activity in the date range provided)



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    Beth Bowers
    (269) 358-0989
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  • 2.  RE: Sage Intelligence financials by date range

    Posted 02-21-2024 21:39

    I believe to do this in Sage Intelligence you'd have to forgo using the financial report designer and either create a new container from the GL Detail Posting file and then use excel formulas to have custom dates for each week or you probably can just use the canned GL_Transactions Report too.



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    Dana Halpin
    Vrakas/Blum Computer Consulting, Inc.
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