Task Pane Missing in Excel for Sage 100 Intelligence Report Designer
Description
Cause
Resolution

Verify Report Designer licensing

First, confirm that the Report Designer module is enabled.
  • Open Sage Intelligence License Manager.
  • Check the Report Designer Enabled field.
  • Confirm that the value shows 1.
  • If it doesn’t show 1 and you purchased the module, contact Sage Sales Advisor at 800-390-3643 to correct activation keys.
  • If you have not purchased the module, contact your Business Partner or Sage Sales Advisor.

Resolution 1: Disable conflicting add-in

Disable Solver Add-In

  • Open Excel, select File, Options, and then Add-Ins.
  • At the bottom, select Manage: Excel Add-Ins, and click Go.
  • Clear the Solver Add-In checkbox.
  • Click OK.

Run a Report Designer report

  • Open Sage Intelligence, Report Manager, and Financials folder.
  • Run a Financial Report Designer report.
  • Confirm the Task Pane appears.

Resolution 2: Enable or reinstall Report Designer add-ins

Check if add-ins are active

  • Open Excel, select File, Options, and then Add-Ins.
  • Check the Active Application Add-ins list.
  • See the Sage Intelligence Setup and Troubleshooting Guide for detailed steps to check the add-ins specific to the version of Sage Intelligence in use.

Re-enable disabled add-ins

  • If they aren’t active, scroll to the bottom.
  • Select Manage: Excel Add-ins, and click Go.
  • Check the Disabled Application Add-ins section.
  • If disabled:
    • Select Manage: Disabled Items, and click Go.
    • Re-enable the add-ins.

Restart and test

  • Close Excel.
  • Reopen Sage Intelligence, go to Report Manager, and run the report again.

Resolution 3: Reinstall workstation setup

Remove and reinstall

  • Uninstall workstation setup.
  • Restart your computer.
  • Reinstall workstation setup.
Steps to duplicate
Related Solutions

Install Workstation Setup for Sage 100