Solution Properties
Solution ID:
223924750040556
Last Modified Date:
Wed Jun 30 19:16:43 UTC 2021
Taxonomy Path:
Category//Reporting
Author:
LegacyAuthorUS
Reporting Trees are missing after upgrading Sage Intelligence.
Description
Cause
Resolution

Reporting Trees are not included within the Export File. If Reporting Trees are being used then the Reporting Tree needs to be manually copied.

  1. Close Sage Intelligence and Excel
  2. Browse to the Sage Intelligence shared repository folder for older version and double click the ReportTrees folder
    • Note: If importing into another Sage Intelligence system, see attached.
  4. Copy all applicable Reporting Tree file(s) (i.e. xxxxx.tre) (xxxxx=Tree Name)
  5. Browse and open the Sage Intelligence shared repository folder for newer version and double click the ReportTrees folder
  6. Paste the files copied in step 3 into this folder
  7. Log into new Sage Intelligence version and generate applicable report
  8. Reporting Tress are now available
DocLink: How to Upgrade (Import/Export) Sage 100 Intelligence reports
DocLink: How to use reporting trees in Sage 100 ERP Intelligence
Attachment: 348_20230425121535_Copying Reporting Trees to other Sage Intelligence Reporting systems.pdf
Defect ID
101479
Steps to duplicate
Using ABC company, **In Sage Intelligence version 4.40:** 1. Copy Report Designer Add-In 1-0 2. Rename report to REPORTING TREE 3. Generate REPORTING TREE report 4. In Task Pane Click Trees and click Manage 5. Click Add and create ABC Locations reporting tree. 6. Enter the following and click Apply then Ok: - Company Filter= ABC - Name= Sales East - Acct Filter Rule= ???-01-?? - Company Filter= ABC - Name= Sales West - Acct Filter Rule= ???-02-?? 7. Enter the following parameters at the top of sheet1: - Year= 2010 - Period= 5 - Company= ABC - Report Tree= ABC Locations>Sales East 8. Pull the following formula into sheet1: - Accounts - Actual YTD 9. Edit the formula to point to the applicable cells setup in step 7. 10. Create & Link Template to the REPORTING TREE report 11. Regenerate report to confirm Reporting Trees are included in report. 12. Right Click on REPORTING TREE report and click Export Report. **In Sage Intelligence version 4.5 or 5.0:** *Note: This version must be pointing to a different Repository folder than steps above. Using ABC company, 1. Right Click on Home and click Add Folder 2. Create Reporting Tree folder 3. Right click on folder created in step 2 and click Import Report 4. Generate REPORTING TREE report 5. Note error received, "#error: reporting tree [xxx doesnt exist]" (xxx=Reporting Tree Name)
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