How To Guides
Understanding and Linking to the Alchemex Metadata Folder
What is the Metadata Folder? All templates, licensing information and connection information is stored in the Alchemex Metadata folder. In this folder, there should be at least an alchemex.svd file (our product database), and then a Templates folder ...
Upgrade Connector to support Sage 50 U.K v27
Error: When trying to run the reports that were working on your previous version of Sage 50 U.K, you get the error "Data Files are the wrong version" Resolution Download the file to update the connector from here Launch the Connector from the start ...
Sharing Report Shortcuts using Intelligence Reporting
Problem When you create a report shortcut, it creates and points to a file within the AppData directory of the user that created the shortcut, which in turn points to the BICore.exe on the machine. When another user tries to run the report shortcut, ...
Working with connections in Intelligence Reporting
Creating New Database Connection A Data Connection holds the relevant connection information to connect to a supported ODBC or OLEDB compliant data source. This data connection object is then used for all connections to this data source. By adding a ...
Upgrade Connector to support Sage 50 U.K v26
Error: When trying to run the reports that were working on your previous version of Sage 50 U.K, you get the error "Data Files are the wrong version" Resolution: Download the file to update the connector from here Launch the Connector from the start ...
Replicating Auto-Connection Details on Terminal Server Profiles
Problem: You are trying to replicate the auto-connection details on load balanced terminal servers or across multiple user profiles without requiring to send out all the details to the users. Solution: Configure the auto-connection on an ...
Understanding Intelligence Reporting on Terminal Servers
Intelligence Reporting licensing can be tricky, especially given the different license types and the possible network configurations. In this tip we’re going to look at the case of Citrix and or Terminal Server environments and consider the different ...
Creating and Using PickLists in Intelligence Reporting
Picklists are set up in the “Database Name” textbox under Connections in the Connector Module Let us assume that we have created a new connection called A_Company_Consolidation and have set up the connection details in the conventional way within the ...
Using Variables in Other Report Properties
Variables (System and Pass Through) variables can also be used in certain properties on a report to dynamically affect them when a report is run. Some scenarios where this might be useful are listed below: Example 1 You are specifying an output file ...
Publishing reports to the Report Viewer external menu
The option to allow or prevent access is found under the advanced properties of a report in the Report Manger. To get to it: 1. Open your Report Manager and select the report you want to work with. 2. Select the Show Advanced checkbox at the bottom ...
Saving your entire report to PDF
Save your entire report to PDF using macros and Sage Intelligence Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a ...
Enabling Macro Settings in Microsoft Excel
Desired Settings To enable many of the Intelligence Reporting reports to run, you need to ensure that all Macro's are fully enabled as they are used extensively throughout all of the reports. Change macro settings in the Trust Center Macro settings ...
Report Distribution using Intelligence Reporting
Distribution Settings Email is the most popular distribution channel. By default, your Microsoft Outlook profile settings will be used by Sage Intelligence to send emailed reports automatically, however, if this is not preferable, or you do not have ...
Creating a Report Shortcut in Intelligence Reporting
An LNK file allows a report to be run from a shortcut without needing to use the Report Manager Interface. LNK files need to be created using the Report Manager Interface and then associated with the Alchemex.exe program under the windows operating ...
Upgrade Connector to support Sage 50 U.K v25
Error: When trying to run the reports that were working on your previous version of Sage 50 U.K, you get the error "Data Files are the wrong version" Resolution: Download the file to update the connector from here Launch the Connector from the start ...
Change Metadata Repository
If you would like to change the location of your metadata folder, you can do so following the article below. Some scenarios or reasons for change might be the following: You are changing your fileshare server and wish to migrate it You would like to ...
Scheduling Alchemex Reports
You would like your reports automatically emailed to particular users across your organisation It’s time to stop manually distributing your reports and start saving time by scheduling your reports to automatically distribute themselves. In this tip, ...
Changing Workstation License Types
Problem: You would like to change the license types assigned to particular workstations To see the available licenses for your installation, do the following: Launch the License Manager Double click on the License Company Name The numbers on the ...