The new BI Report Designer AddIn has made the customisation easier, however, it still misses the point of having new accounts automatically added.

Imagine I have created a BI report with all the format done, sub group them by Account Group, Account using Excel, and then subtotal it.
Then I add more accounts into Sage Accpac, but then I need to manually add new accounts into the BI report, that is just not practical.

The beauty of Financial Reporter is, the new accounts can automatically be picked up, but the problem is, it does not work with mutlleve grouping.

It will be good that Sage seriously consider the benefit of the two and come up with something that is exciting for our customers.

Comments

  • Thanks for your feedback. If you try to re-run the report, this will pick up the new accounts. Sage Intelligence Reporting does not refresh real time, it takes a picture of what is in the database at a point in time.
    If you have additional questions, please let me know via email at guillermo.tellez@sage.com

    Cheers,
    Guillermo
    Product Manager

  • Hi,

    Just want to confirm,
    1. I am referring to Report Designer Add-In, Not the Report Designer
    2. If I rerun the report, it does display in the source sheet, however, it does not automatically pick up in the final formatted sheet.

  • We are planning to include this capability in our next Sage Intelligence product update or major release, stay tune for details.

    Regards,
    Guillermo
    Product Manager