Verify the license and activation for the Sage Intelligence Report Designer module - (Open License Manager, click account number (left side), a "1" must be in the Report Designer Enabled field.)
- If you’ve purchased the Report Designer module and a "1" doesn’t display, click Perform Registration button.
- If "1" still doesn't display, contact Sage Sales to update your Sage Intelligence registration keys.
- Verify you’re running a designer report as located under the "Designer" folder in Report Manager.
Note: As of Sage 100 ERP version 2013, Sage Intelligence Report Designer is compatible with Excel 2007 or 2010 (32-bit versions only) BI Tools menu is missing:
 Open the Add-Ins manager in Excel Options Select Excel Options from the Office Pearl:  Select Add-Ins:  Find the folder path to the BI Generator, in the add-in lists and follow the applicable steps below:  Enable Inactive Add-in When the BI Generator add-in is located in the Inactive Application Add-Ins section, Select COM Add-Ins from the Manage list, and click Go:  Select the check box next to BI Generator and then click OK:  Enable Disabled Add-in If the BI Generator add-in is located in the Disabled Application Add-Ins section, then select Disabled Add-Ins from the Manage list and click Go:  Select the BI Generator add-in and click Enable:  Note: Generally, when you complete the above step, the BI Generator add-in will change from Disabled to Inactive. You’ll need to follow the steps documented above in under Enable Inactive Add-in for the BI Tools menu to appear in Excel. If none of the above steps work, try the following: - Close all instances of Excel that you have open.
- Right-click on the Task bar and select Task Manager)
- Click the Processes Tab and locate any EXCEL.EXE items.
- For each Excel.exe process, right-click the item and select End Process.
- After removing all instances of EXCEL.EXE, open Excel and start from the beginning of this document.
When prior resolutions fail For Windows 7 machine with Excel 2010 32 bit, try the following: - Download onto the local workstation & install Visual Studio 2010 Tools for Office Runtime, located at http://www.microsoft.com/en-ca/download/details.aspx?id=42513
- Note: Exit out of Sage Intelligence and Excel before installing
- After installing open Excel;
- if the BI Tools menu is missing,
- follow instructions above under Enable Inactive Add-in section to Enable BI Generator add-in
- generate report as usual from with Report Manager
- if the BI Tools menu is there;
- generate report as usual from with Report Manager
OR - Uninstall.Netframework 3.5 with Service Pack 1, using Add/Remove programs
- Install.Netframework 3.5 with Service Pack 1. Download is available on Microsoft's site, http://www.microsoft.com/en-us/download/details.aspx?id=33
DocLink: Task Pane is missing in Excel when generating a Report Designer Add-in report in Sage 100 Intelligence |