INFORMATIONAL ** THIS INFORMATION HAS NOT BEEN VERIFIED **

How to link a customized report in Sage MAS Intelligence

Entry Type: Informational

Product: Sage MAS Intelligence

Application: n/a

Version Reported: 4.40

Subject:

How to create and link a customized report in Sage MAS Intelligence. 

Possible Resolution:

1. Open Report Manager and right click the report you want to customize and select the copy option.
2. Right click on the report folder you want to paste the copy to and select the Paste option.
3. The copy of the report will be renamed as "Copy of" and the original report name.
4. Highlight the report you want to customize and click the Run icon
5. Make the changes to the report; ensure that Sheet1 (where SMI puts the Raw Data) and Sheet2 (where SMI puts the report parameters) are unchanged.
6. Once the changes have been made, leave the workbook open, and go back to Report Manager.
7. Right click on the report the changes where made for and select the Create and Link Template option
8. The popup window will show a list of all open Excel workbooks, select the workbook you have made the changes to and click OK
9. Click 'Yes' to "This report has the Option to Place Parameters on the Second Worksheet set.  This requires that the contents of the Second Sheet of WorkBook [report name] be cleared first.  Is this okay?"
10. If prompted, select the Template File Format and click OK
11. In the Specify the Template Name window, enter a new template name and click OK.  NOTE:  If a new template name is not entered, the original template will be overwritten.
12. Click OK to "The template was created successfully and linked to the report.