{"id":10045,"date":"2015-02-11T08:42:10","date_gmt":"2015-02-11T08:42:10","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=10045"},"modified":"2019-04-09T09:13:31","modified_gmt":"2019-04-09T09:13:31","slug":"creating-a-union-report-in-sage-intelligence-reports","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/02\/11\/creating-a-union-report-in-sage-intelligence-reports\/","title":{"rendered":"Creating a Union Report in Sage Intelligence Reports"},"content":{"rendered":"

There may be a scenario where you want to generate multiple sage intelligence reports in a single click. To handle such cases Sage Intelligence Reporting has a useful feature called \u201cUnion reports\u201d.<\/p>\n

A Union Report is a group of standard reports running together in a specified order, with the control to deliver all the sub reports\u2019 data into one workbook. This is useful as it eliminates the need to consolidate information from multiple Excel workbooks into a single workbook.<\/p>\n

GUMU™:<\/strong><\/em> Time to get over Tomcat issues and Limited customization’s in Sage CRM – Sage 300 ERP Order Entry Screen<\/a><\/p>\n

To create a Union Report in Sage Intelligence reports, kindly follow below mentioned steps:-<\/p>\n

    \n
  1. Open Report Manager and make a copy of the report you would like to combine. You can refer our blog How to modify standard Reports in Sage Intelligence <\/a>for copying and renaming of the reports.<\/li>\n
  2. Here we are joining sales and purchase master report for which we have prepared a copy of the same. Refer below…\"fig4\"<\/a>\"fig5\"<\/a><\/li>\n
  3. Now it\u2019s time to join the reports. Create a custom folder and add a new report. Refer below screenshot :-
    \n    \"fig6\"<\/a><\/li>\n
  4. Select Union report and enter the name of new report.
    \n    \"fig8\"<\/a>\"fig9\"<\/a><\/li>\n
  5. Add the reports you need to include in the union report.\"fig10\"<\/a><\/li>\n
  6. We now have the union report which is made of different sub-reports.\"fig11\"<\/a><\/li>\n
  7. When adding a sub report to a union report, the reports are all set to run on Sheet 1. The sub report run order can be amended by changing the output sheet number on each sub-report.\"fig12\"<\/a><\/li>\n
  8. Select Run icon present on Report Manager Toolbar in order to run the report.<\/li>\n
  9. You can also right-click on the report and select Run. You can refer our blog also to print the report. How to run a Sage Intelligence report<\/a><\/li>\n
  10. Once the process is finished, the report opens in a new Microsoft Excel Workbook.<\/li>\n
  11. Here is the generated worksheet. For better understanding we have renamed the worksheet\u2019s name to Purchase, Parameter and Sales.<\/li>\n
  12. Purchase worksheet contains the information of Purchase master report, parameter sheet contains the parameter list of both the reports and finally Sales sheet contains the Sales masters\u2019 information.
    \n    \"fig13\"<\/a><\/li>\n
  13. So following these basic steps, we can create union reports with Sage Business Intelligence Report Manager.<\/li>\n<\/ol>\n

    About Us<\/strong><\/span>
    \n    Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a> offers unique GUMU™ integrated solutions of\u00a0Sage 300 with Sage CRM,<\/a>\u00a0Salesforce.com\u00a0<\/a>and\u00a0Magento eCommerce<\/a> along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix<\/a>, Document Attachment<\/a>, Document Numbering<\/a>, Auto-Bank Reconciliation<\/a>, Purchase Approval System<\/a>, Three way PO matching<\/a>, Bill of Lading<\/a> and VAT for Middle East<\/a>.<\/p>\n

    For more details on Sage 300 and 300c Services, please contact us at\u00a0accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    There may be a scenario where you want to generate multiple sage intelligence reports in a single click. To handle such cases Sage Intelligence Reporting has a useful feature called \u201cUnion reports\u201d. A Union Report is a group of standard reports running together in a specified order, with the control to deliver all the sub\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,2],"tags":[592,2228,2327,2376,2445,2500,2916,2917],"class_list":["post-10045","post","type-post","status-publish","format-standard","hentry","category-accpac-sdk","category-sage-accpac","tag-creating-union-report-in-sage-intelligence-reports","tag-report-manager","tag-sage-300-2012-erp","tag-sage-300-erp-intelligence","tag-sage-accpac","tag-sage-intelligence-reports","tag-union","tag-union-report"],"yoast_head":"\nCreating a Union Report in Sage Intelligence Reports - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/02\/11\/creating-a-union-report-in-sage-intelligence-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a Union Report in Sage Intelligence Reports - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"There may be a scenario where you want to generate multiple sage intelligence reports in a single click. 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