[Question] Sage Intelligence Reporting Question

[BMD]

Hi guys,

We currently use Sage 50 Pastel Partner at work and to run our monthly management accounts we use the sage intelligence report in it.

The issue i am facing is whenever we add a GL account in Pastel, it does not automatically get added to the report. I have to run the report, add the gl account and then save it using report manager.

Is there any way that this can be done automatic?

for example if in the report I have the following

0300/000 - Advertising
0300/001 - Supplier 1
0300/002 - Supplier 2

If I add 0300/003 - Supplier 3 it does not populate on the report.

[TravisSinclair]

Hi - usually the new accounts will be flagged when running the report (if you are using a copy of an existing management pack report). In this case, I would recommend that you manually add the new accounts on the lookup tab (hidden), adjust the formulas / layout of the report to include the new accounts and then save the layout.

If you run one of the standard reports (i.e. not a copy report), then the new accounts will pull through.

Alternatively, we have developed reports which automatically add new accounts into the report. Let me know if you are interested in this and I will put you in contact with our report designer.