Sage Intelligence Report Designer Add-In conversion from old Custom Financial Report Writer - sorry in advance for long writeup.
Working on converting over 50 old Custom Financial Report writer reports over to Sage Intelligence. Facing 2 big challenges.
#1) Lots of consolidation lines with multiple ranges and specific accounts. See no easy way to export and copy and paste as old Custom Reporter Listing only goes out to Text and lists the different ranges/accounts on separate lines. Also, as I recall there was no way to print the account number(s) on the report like when converting from FRx. Anyone find a shortcut or workaround or tips?
#2 Customer is very inconsistent in use of departments so virtually impossible to make use of trees. Instead the account linking in old Custom Financial Reporter would specify ranges such as 40100-12 to 40300-15. This would pick up any account in between, even if it had a higher dept # (ie 40200-50). With Sage Intell it looks at both the Main Account and the 2nd segment to evaluate. So while 40200 is between 40100 and 40300, -50 is not between -12 and -15 so 40200-50 is skipped. We can change the range to be 40100-12 to 40300-50 but we would have to analyse each line to make sure it wasn't picking up any stray accounts not wanted. I am wondering if there is a way to do range as >= and <= but can find nothing in documentation.
Right now I am looking at a crapload (technical term) of analysis and data entry (Custom Detail Report Listing is over 2 inches thick) so any ideas are appreciated.
MIke