New Sage Intelligence report templates available for free
Do you know that we have a "store" where you and your customers can get awesome new Sage Intelligence report templates for free? It’s the free report templates group on the Sage Intelligence community.
A lot of the reports available in the group are created by our report writers, but it is open for you to also add new report templates that you are happy to share at no cost. However, please note that our support desks will not be able to provide support for the report templates that you add on the free report templates group.
Join the free report templates group
Some of the templates that have been recently added are:
- Sage ERP X3 sales dashboard: This report allows customers to view their key performance indicators.
- Sage 300 ERP sales flash dashboard: This report allows customers to analyze their sales data for the period selected at run time.
Microsoft Excel tip: How to install the analysis toolpak and use a histogram to present frequency data
Never heard of a histogram? A histogram is a column chart that shows frequency data. For example, if you’re in sales and would like to analyze how frequently you sell certain quantities of goods, you can use a histogram. In this tip we show you how to create a histogram by installing the analysis toolpak, which provides you with a host of data analysis tools.
View the tip >
Sage Intelligence tip: How to add a look-up to a pass-through variable
Report Manager filters and parameters let you summarize your report data in creative ways and can allow your reports to run faster. They, however, only act on the where clause in the SQL that is executed for the report. Pass-through variables give you more flexibility by allowing other parts of your SQL to be affected at run time and can also be used to filter multiple reports by only setting one parameter.
When entering parameters at run time it helps to have a list of available options to select on hand. These are referred to as look-ups. In this tip we show you how to add them.
View the tip >
Update on Sage Source and the availability of the services and gadgets within Sage Source
Sage Source is a web-based workspace offered to Sage HRMS, Sage Abra Suite, and Sage 300 ERP customers with an active Sage Business Care plan. It provides access to a variety of services and gadgets, including Company Announcements, Pay History, Company Directory, and File Cabinet at no additional charge—with a support and maintenance contract. Sage Source also provides access to the following services for a fee: My Workforce Analyzer, Sage Employer Resources, Sage Payroll Self Service, and Sage Learning Showcase.
In the next release of My Workforce Analyzer, scheduled for late April/early May, we will transition access of My Workforce Analyzer from Sage Source to the on-premises products (Sage HRMS 2015 and Sage Abra Suite 9.2). With this change and in an effort to provide the best possible products and services to our customers, we will discontinue Sage Source for new customers. Existing customers using Sage Source will continue to have access to Sage Source and the services and gadgets that are available now.
Continue reading >
Update on the Sage Knowledgebase
You can find the Q&A from the February 25 webcast on Sage City. If you missed this session, the recording is posted on Sage City. Here are a few highlights from the session:
A release of the support.na.sage.com was deployed and includes:
- An updated look and feel.
- New capabilities where you can return content without a product tag in search results and log off of the site.
- A new help area with links to search tips and video tutorials.
If you have feedback or a question concerning support.na.sage.com, we would like to hear from you. To post:
- Go to Sage City.
- Log on and click the Town Hall tab.
- On the Forums tab, click the Sage Knowledgebase Discussion link.
Archive KB will be retired in May 2015
We extracted the most valuable and relevant content and placed it into our active Sage Knowledgebase. The remaining content is for unsupported older versions of Sage products and is no longer maintained.
Our investment of time and resources is focused on optimizing the current features and enhancing functional capabilities of the Sage Knowledgebase: Support.NA.Sage.com
If you identify other content that you believe should be migrated, feel free to make a request by using the Sage City forum or email at [email protected], or you are always welcome to author and submit content recommendations through the online form.
Learn how partners can author articles on Support.NA.sage.com
Although the content in the archived KB has not been maintained for over a year, we understand that there may be relevant content that is still utilized. Consequently, we have given all partners the ability to author articles in the new KB through May 5, 2015, for the following types of content only:
- Any content that is specific to how to migrate to current versions
- Any content that still applies to current support versions
If you find articles in the old KB that you utilize, make sure to author it in the new KB.
Learn how to author an article in the new knowledgebase(click the link and you will be prompted to log onto the KB and gain access to this document).
Sage Thought Leadership podcast
The Sage Thought Leadership podcast exists to provide partners, customers, and colleagues rich stories about how they help create greater freedom to succeed.
At over 8,000 downloads since inception in October 2013, the podcast highlights the innovative solutions that Sage partners have assisted customers in creating. In addition, partners talk about what they have done to inside their organizations to make them more successful. Other podcasts consist of business experts sharing their knowledge and insight about what makes a successful business.
You can subscribe to the podcast on iTunes as well as listen directly on the web.
If you or someone you know would like to be a guest on the podcast, please contact [email protected] to get an interview scheduled.
View Sage customer newsletters
Following are the March versions of the customer newsletter that were distributed to on-plan customers.
Separate versions were sent to off-plan customers containing content specific to getting them back on plan.
Sage Sell
Sage Sell, the Sage sales and marketing enablement website, is available to Sage ERP X3, Sage 100, 300, and 500 ERP, Sage HRMS, Sage BusinessWorks Accounting, Sage BusinessVision Accounting, and Sage Construction and Real Estate sales teams and partners, and is evolving to become the go-to site for all marketing and sales resources available for Sage Mid-Market Solutions.
If you are not familiar with Sage Sell, please watch the Sage Sell overview demo.
With Sage Sell, you can download the latest sales and marketing resources, keep abreast of upcoming events, learn about the latest news on products, marketing, or channel activities—and direct questions to subject-matter experts. In addition, channel communications will be posted on the Sage Sell site for your reference.
Please register on MySageSell.com to gain access to this site. Once your registration has been approved, you will receive an email confirmation from [email protected] with logon and password details to start using the site.
Note: If you already have a logon to this site, your access rights will be updated for all product lines for which you are authorized.
Sage City—not just for your customers
Did you know Sage City has areas dedicated to partners? In fact, Sage City offers private areas for both Sage partners and Sage Accountants Network members to have peer-to-peer discussions on topics specific to the partner community. Take advantage of this exclusive resource by getting involved today!
To join, go to Sage City and from the navigation bar across the top:
- Click either “Partners” or “Accountants,” as appropriate.
- Fill out the required information to verify your relationship and click “Submit.”
- After receiving confirmation from Sage City, join in on the conversation!
And remember, participating in both the support communities, as well as the business communities, is a great way to share and showcase your expertise with others.
Have any questions about Sage City? Then be sure to visit the “Town Hall” or send us an email at [email protected] today.
Note: Where Sage Sell is a sales and marketing enablement site for partners, Sage City is our online community—a single place for Sage customers, partners, and employees to meet and share ideas, ask questions, and impart knowledge and experience. We hope you'll join the discussion at: SageCity.NA.Sage.com
For assistance, or if you have any questions regarding Sage Sell, please contact [email protected].
The Sage Company Store
Sage contracts with Pinnacle Promotions to create a line of Sage-branded products that are available on the Sage Company Store.
Placing an order: The company store is easy to navigate and offers Sage-branded apparel and merchandise options.
The company store is hosted by Pinnacle, and you will need to register when visiting the site for the first time. Once you have access, you may place orders using a credit card.
Visit the store now to register and shop.
Additional partner resources
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