--- title: How to view, use and manage Reporting Trees in Sage Intelligence description: In this tip we should you how to view, use and manage Reporting Trees in the Sage Intelligence Report Designer Add-In in. image: https://www.equationtech.us/hs-fs/file-461749970-png/images/1-15-2014_4-45-14_pm.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # How to view, use and manage Reporting Trees in Sage Intelligence ![technology blog](https://www.equationtech.us/hs-fs/file-461749970-png/images/1-15-2014_4-45-14_pm.png) **twitter **linkedin **facebook [Sage 300 ERP's](https://www.equationtech.us/sage_erp_accpac/) 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](https://www.equationtech.us/sage-accpac/reporting/sage-accpac-intelligence/) 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. ![1 15 2014 4 45 14 PM](https://www.equationtech.us/hs-fs/file-461749970-png/images/1-15-2014_4-45-14_pm.png) 2. To view the units further down the hierarchy, click on the child units, e.g. **Commercial**and **Retail **below. ![1 15 2014 4 45 57 PM](https://www.equationtech.us/hs-fs/file-461704680-png/images/1-15-2014_4-45-57_pm.png) 3. The reporting tree can be dragged and dropped into the spreadsheet. ![1 15 2014 4 46 28 PM](https://www.equationtech.us/hs-fs/file-461800525-png/images/1-15-2014_4-46-28_pm.png) 4. The reporting tree cell can then be used in formulas to run the report on that specific reporting tree. ![1 15 2014 4 47 23 PM](https://www.equationtech.us/hs-fs/file-458757406-png/images/1-15-2014_4-47-23_pm.png) 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.** ![1 15 2014 4 48 05 PM](https://www.equationtech.us/hs-fs/file-454951294-png/images/1-15-2014_4-48-05_pm.png) 4. From the **Manage Reporting Trees** window, you can now Add, Edit, Delete, Rename or Duplicate your trees. ![1 15 2014 4 49 14 PM](https://www.equationtech.us/hs-fs/file-461810765-png/images/1-15-2014_4-49-14_pm.png)   For more help with Sage Intelligence and reporting [contact Equation Technologies](https://www.equationtech.us/contact). Equation is a certified Sage partner.  ## Need Help Now? 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