1. Add a Consolidation Connection
If you already have a Consolidation Connection then you can skip ahead to Step #2 - otherwise, follow the instructions below to add your own connection.
A. In the Connector, add a new Connection under the correct driver.
B. Give the Connection a name and click Add. Don’t worry about entering any other details in the Connection Info dialogue.
D. Select the options Use Auto Connection System and Consolidation Connection and click Apply.
See Also: Sage Intelligence vs Sage Enterprise Intelligence
2. Check to See if You Have the Latest Version of the Report You Want to Consolidate
3. Make Sure Your Report is Unlocked
See Also: How to Copy & Rename a Report [Video Tutorial]
4. Export & Import the Report Onto Your Consolidation Connection
A. Export your report to the desired location on your PC using the Export function on the Tools tab.
5. Set the Companies You Would Like Data Pulled For
If you would like to view the companies that are saved in your Tenant Cache, select the Home object in the Report Manager and then on the Tools tab select Tenant Cache and then View Tenant Cache.
Once the companies you want have been checked in the Database Consolidation List, you can run your report. The relevant information from each company will be output to their respective sheets in the report.
This article originally appeared on the Sage Intelligence website.
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