Correcting a Missing Task Pane in Sage Intelligence

Many Sage users are converting FRX reports to Sage Intelligence. The best method for this is the Sage Intelligence Report Designer Add-In.

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After selecting and running the add-in report, the Task Pane should appear on the right side of the report.

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If the Task Pane does not appear, follow these steps:

  1. Check that the Report Designer License is enabled in Sage Intelligence License Manager. If not, contact Sage to verify your registration keys.
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  1. Go to the Excel options.
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  2. Choose “Add-Ins.”
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At the bottom, select “Manage:  Excel Add-In.” Click “Go.”

Be sure the Report Designer Add-in and Report Designer Add-in (Custom Task Pane Helper) now appear in the “Active Application Add-ins” section.

Now, uncheck the “Solver Add-in” and be sure it appears in the “Inactive Application Add-ins” section.

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Click “OK” and close Excel.

Rerun the Report Designer Add-In report; the Task Pane should appear. If it still does not appear, click on the “Add-Ins” tab. Click “Report Designer Add-in, Show Task Pane.”

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Note:  Disabling the Excel solver add-in may affect other Excel workbooks.

As always, if you have any questions or would like to learn more about BKD Technologies, please contact us.

Colleen Gutirrez

Colleen, a senior consultant with BKD Technologies, has more than 18 years of experience as a technology consultant, performing needs assessments and analyses and providing system selections, implementations, installations, training and support for a variety of industries. She also implements, supports and provides training on Sage ERP 100 and 500 accounting applications and Sage Intelligence.

Colleen Gutirrez – who has written posts on Sage ERP Insights.


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