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Exporting and importing a report for Sage Intelligence

Created on  | Last modified on  Highlight Matches

Summary

How to export and import a report for Sage Intelligence in Sage Accounting.

Resolution

  1. Go to Reports then Account Intelligent reporting.
  2. Login with your Sage Accounting login details.
  3. Click the data to load.
  4. Click the report you wish to export and click the 3 dots.Image
  5. Click Export and if asked to save, go to a location of your choice.
  6. Select My Reports and click the + Icon on the top right-hand side of the page.
  7. Click Import Report and go to the exported report and double-click it.
  8. Enter a new Report Name.
  9. Change nothing else and click Import.