Upgrading Sage Intelligence Reporting

If you use Sage Intelligence Reporting, follow the steps in this article to create a new repository for Sage 100 2024. If you have custom reports, follow the instructions to export custom reports from your prior version of the program and import them into the new repository.

For detailed instructions on each step, see:

• Export Custom Reports
• Create a New Repository
• Set Up Sage Intelligence Reporting in Sage 100 2024
• Import Custom Reports

Report Compatibility

Reports can be imported only from an earlier version of the program or another instance of the same version. For example, you can import a report created in version 2013 into version 2024. You cannot import a report created in version 2024 into version 2013.

Reports created in Sage 100 Standard and Sage 100 Advanced are not compatible with Sage 100 Premium. Likewise, reports created in Sage 100 Premium are not compatible with Sage 100 Standard and Sage 100 Advanced.

Export Custom Reports

In your prior version of Sage 100, export all of the custom reports that you want to use in version 2024.

To export custom reports

1. In your prior version of Sage 100, select Sage Intelligence Reporting Main menu > Report Manager.
2. Right-click a report and then click Export Report. (Alternately, select a report and then, on the Tools menu, click Export Report.)
3. Select the location where you want to save the file and then click Save. A file with an AL_ extension is created.
4. Repeat these steps for all custom reports that you want to use in version 2024.

Create a New Repository

Create a shared folder to use as the Sage Intelligence Reporting repository for Sage 100 2024. We recommend using a separate repository for each installation of Sage Intelligence Reporting.

To create a repository

1. Use Windows File Explorer to create a folder in the desired location.
2. Right-click the folder, point to "Share with," and click "Advanced sharing."
3. On the Sharing tab, select the "Share this folder" check box.
4. Enter a share name.
5. Click Permissions.
6. For all applicable users, select the Full Control or Read and Write check boxes.
7. Click OK.
8. If you use reporting trees or distribution settings, copy the following folders from the old repository to the new one:
   • Report Trees
   • Distribution

Set Up Sage Intelligence Reporting in Sage 100 2024

After creating the shared folder, enter its location in Sage 100 2024. If you haven’t already registered your 2024 version of Sage Intelligence Reporting, you will be asked to do so.

To set up Sage Intelligence Reporting

1. In Sage 100 2024, select Sage Intelligence Reporting Main menu > Report Manager.
2. Click File and then click Change.
3. Click Yes in the message window.
4. In the Network Repository Path field, type the UNC path to the shared folder that you created. For example: \\ServerName\ReportRpository
5. Click OK.
6. If you receive a message asking you to register Sage Intelligence Reporting, click OK to open the License Manager window.
7. In the Account Number field, enter your Sage customer number.
8. In the Serial Number field, enter you unlocking key. This field is case-sensitive.
9. Click Apply and then click Perform Registration.

Import Custom Reports

After creating the new repository and registering Sage Intelligence Reporting, import any custom report files.

To import custom reports

1. If you want to create folders to organize your reports, on the Home tab, click Add Folder.
2. Right-click either the Home folder or any custom folder created in the prior step, and then click Import Report. (Alternately, you can click the Tools tab, and then click Import Report.)
3. Select one of the custom reports that you exported from your prior version.
4. In the Import Report window, in the Target Connection field, select a connection.
   • For consolidated reports, select Sage MAS Consolidation.

     Note: You must own the Sage 100 Intelligence Connector module to generate consolidated reports.

   • For any other type of report, select Sage MAS (Auto Connect).
5. In the Report Destination field, select the folder for the report.
6. Click Import.
7. On the Home tab in the Actions group, click Refresh.
8. Repeat these steps for any other custom reports that you exported from your prior version of Sage Intelligence Reporting.