Important precautions and requirements

• Caution: Always create a backup before working with advanced Sage 100 Intelligence functionality.
• Seek help from a qualified Sage business partner, network administrator, or support analyst when needed.

Version compatibility rules

• Only import reports created in the same or a lower Sage 100 Intelligence version.
• Reports created in 2014 won’t work correctly in SI 5.0, 4.50, or 4.40.
• Reports created in 4.50 import into 4.50, 2013, and 2014 versions.
• Premium SQL reports don’t work with non-SQL versions, and vice versa.

Repository requirements

• Create a new, separate repository (share folder) for each Sage Intelligence version.

Supported version combinations

• SI 2014 works with Sage 100 ERP 2014.
• SI 2014 Premium works with Sage 100 ERP Premium 2014.
• SI 5.0 works with Sage 100 ERP 2013.
• SI 5.0 SQL works with Sage 100 ERP Premium 2013.
• SI 4.50 works with Sage MAS 90/200 4.50.
• SI 4.50 SQL works with Sage MAS 200 SQL 4.50.
• SI 1.00.0177 works with Sage MAS 90/200 4.40.

Report Designer Add-in (RDA) considerations

• If Sage 100 Intelligence 2014 or earlier wasn’t installed, install the Report Designer Add-in 1.0.
• If it was installed, manually load the Excel add-in:
  • Open Excel
  • Select File, Options, Add-Ins
  • Choose Excel Add-Ins, then select Go
  • Select Browse
  • Navigate to C:\Program Files (x86)\Common Files\BIExcelFunctions\32bit\
  • Select Sage.BI.ExcelFunctions.xll

Export reports from the old version

• Right-click the report, then select Export Report
• Or select the report, then choose Tools, Export Report
• In Save Export File As, choose a location and enter a file name
• Select Save
• Select OK when the export success message appears

Import reports into the new version

• Right-click Home, then select Import Report
• Or select Tools, Import Report from the toolbar
• Select the .al_ report file, then select Open
• In the Import Report window, select the Target Connection
  • Use Sage MAS (Auto Connect) for most reports
  • Use Sage MAS Consolidation for consolidated reports
• Select the destination folder
• Select Import
• Select OK
• Select Action, Refresh from the toolbar

Additional notes

• Reporting Trees and Distribution Instructions don’t transfer automatically after upgrading.
• Review related resources to restore or recreate them.