How to view, use and manage Reporting Trees in Sage Intelligence

Sage 300 ERP's Reporting Tree functionality gives you greater flexibility in your financial reporting and allows you to model a reporting structure, irrespective of your GL configuration, and view your organization in many different ways with the click of a button! In this tip we should you how to view, use and manage Reporting Trees in the Report Designer Add-In.

Viewing, Using and Managing Reporting Trees

Reporting Trees which have already been created will be listed in the Report Designer Task Pane, e.g. Demo, shown in the screenshot below, is a reporting tree.

  1. To view the reporting unit structure, click on the reporting tree name.

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2. To view the units further down the hierarchy, click on the child units, e.g. Commercialand Retail below.

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3. The reporting tree can be dragged and dropped into the spreadsheet.

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4. The reporting tree cell can then be used in formulas to run the report on that specific reporting tree.

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5. By dragging in another reporting tree unit into the same cell, the report is immediately generated for the new reporting tree.

 Managing Reporting Trees

1. Run a Report Designer Add-In enabled report from the Sage Intelligence Report Manager.

2. From the task pane, click Reporting Trees.

3. Click Manage.

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4. From the Manage Reporting Trees window, you can now Add, Edit, Delete, Rename or Duplicate your trees.

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For more help with Sage Intelligence and reporting contact Equation Technologies. Equation is a certified Sage partner. 

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