How to use reporting trees in Sage 100 ERP Intelligence
Description
For additional Sage 100 ERP Intelligence resources, please visit http://www.sageintelligencecommunity.com/group/sage100erpintelligence  
Cause

Although you can create financial reports without the aid of a Reporting Tree, the Reporting Tree allows you to model a very sophisticated reporting structure and view your organization in many different ways with the click of a button. Some companies may have very complex corporate hierarchies that require hundreds of tree units, as well as other hierarchies that require much fewer tree units.

Most organizations have a hierarchical structure in which departments (or other business units) report to one or more higher-level units. In a traditional organizational chart, the lower units on the chart typically report to increasingly higher units.

Sage Intelligence uses the term Reporting Unit for each box in an organizational chart. A reporting unit can be an individual department from the General Ledger, or it can be a higher-level, summary unit that combines information from other reporting units. For a Report Designer layout that includes a Reporting Tree, one report is generated for each reporting unit and at the summary level. All of these reports use the text columns, row and column layouts that are specified in the Report Designer.

Resolution
[BCB:5:Third-party support:ECB]

In Sage 100 ERP versions 4.50 and higher, you have the ability to create Reporting Trees in Sage 100 ERP Intelligence designer reports.

  • For detailed information, please download attached Reporting Trees guide

 

DocLink: Reporting Trees are missing after upgrading Sage Intelligence.
Attachment: 348_20230425122305_Sage-Intelligence-Reporting-Trees.pdf
Defect ID
Steps to duplicate
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