Enhanced interface

Store reports

You can generate reports on-demand and store them for later use. The Storage Options page provides options for the report format and where you want to store the report after it's processed.

Storage options

You can store reports in the following locations:

My stored reports.
Cloud-storage locations, such as a OneDrive/Office365, Dropbox, Box, Google Drive, Amazon S3, or an HTTP address.

If you want to process and store the same report on a recurring basis, you can schedule the report.

Generate and store a report

You can generate any type of report on-demand (manually) and have it stored or delivered to a cloud-storage location of your choice.

Find the report, then process or run the report.

How to store reports
Type of report	How to process and store
Financial report	On the Financial Reports list (Reports > All > Core, then select Financial reports), find the report and select Process & Store.
Report groups	Go to the Report Groups list (Reports > Setup > More > Reports groups), find the report group and select Run.
Other reports	Start by displaying the report. For example, you might display a Customer Aging report by going to Accounts receivable > All > Reports > Customer aging report. Select report options as needed and then select Process & Store.

Go to Storage options, select the date on which to run the report.
Format of the report, and decide where you want the report stored.
If you're running a report group, you can run the report for multiple locations or entities at once. To ensure that the reports are collated by entity (so that each entity's reports appear together), select the Group by location or entity checkbox.
Follow the instructions for selecting a report format and storage location.
Select OK.

Store in My Stored Reports

You can store reports in Sage Intacct in My stored reports. You access My Stored Reports from any application menu.

For information on the available formats in which you can save a report, see choices for report format.

Reports in the My Stored Reports list can only be accessed by you. To share the report with others, consider storing the report in the cloud.

Open the report and go to Storage options > Delivery options.
Select Store in Intacct and enter the Report name.
Expand the Report type dropdown and select a format in which to save the report.
Select OK.
To retrieve your report, go to the Reports > All > Reports > My stored reports.

You can easily change the report format of a stored report, or send it to a cloud storage location. Simply, go to My stored reports and select Process & Store to make the desired changes.

Deliver to a cloud storage location

You can have reports delivered to a cloud storage location of your choice, where they can be accessed by others.

You can have reports delivered to an account (and optionally, a specific folder) on OneDrive/Office365, Dropbox, Box, Google Drive, or Amazon S3.
If you’re a developer of Sage Intacct solutions, you can also have reports delivered to another application using HTTP.

If you have not already done so, follow the instructions for setting up cloud storage targets. The targets that you define will be available as storage options for your reports.

Open the report and go to Storage Options >Delivery options.
Select Store in cloud and for the Send to field, select a cloud storage target where you want to deliver the report.
By default, you can choose from any cloud storage targets that you’ve defined or that others have defined and marked as public. An administrator can see all cloud targets.
Optionally, use the Path field to override the default location where the report is delivered. For more information, see delivery options.
Enter a Report name to be used for the report in the cloud storage target.
Select the Report type format in which to save the report. For more information, see choices for report format.
Select OK.

OneDrive limitations

Sage Intacct can only deliver report files to folders owned by the authenticated OneDrive user. Shared folders owned by someone other than the authenticated OneDrive user are not support, even if you have edit permissions

Workaround

Update your Cloud Storage connection to point to a folder owned by the authenticated OneDrive account.
Share that folder manually with others in your organization, as needed.

Report format choices

When storing a report, you can choose the format (report type) in which the report is saved.

Financial graphs and cover letters are not yet supported in Excel.

Report storage formats
Type of report	Delivery option: Report type
Financial reports	Choose from HTML, PDF (Printable), CSV, or Excel.
Report groups	Choose from Excel and PDF (Printable). If your report group contains graphs or a cover letter, it's recommended to store it in PDF.
Other reports	Choose from HTML, PDF (Printable), CSV, Excel, or text.

Field descriptions

Schedule (for financial reports and other standard reports)

Schedule field descriptions
Field	Description
Run Report on	Date when you want the report to be processed and stored. You can leave this field set to the current date, or pick a future date.

Run this report (for report groups only)

Run this report field descriptions
Field	Description
As of date	"As of" date to use for all reports in the group. If you leave this field blank, the reports are run as of the current date.
Location or location group	Filters the reports in the group for the specified location or location group. If the reports in the group are already filtered, the filter you choose will be applied after the filters in the report's definition.
Group by location or entity	Generates and collates the reports by location or entity. This produces separate reports for each entity or location (instead of combined reports) and orders them by entity or location. For example: Entity 1/Report 1 Entity 1/Report 2 Entity 2/Report 1 Entity 2/Report 2
Footer Text	Available only if the report group was set up to prompt for footer text when the report is run. Any text that you enter appears in the footer for all reports in the group.

Delivery options

Store in Intacct

Store in Intacct field descriptions
Field	Description
Report name	Name of the report as you want it to appear in the My Stored Reports list.
Report type	Format of the report. Depending on the type of report, you can store in Printable (PDF) format or as an HTML, CSV, Excel, or text file.

Store in cloud

Store in cloud field descriptions
Field	Description
Send to	Delivers the report to a cloud storage site of your choice, where it can be accessed by yourself or others. Pick from any cloud storage targets that you have previously defined, such as storage locations on OneDrive/Office365, Dropbox, Box, Google Drive, or Amazon S3. Learn how to set up a cloud storage target. For reports stored in cloud storage outside of Intacct, open the My Stored Reports list and roll over the Cloud link to see where the report is stored.
Path	Path on the cloud storage target, where this report will be delivered. You leave this field as-is, or override the default delivery path. The Path field displays the default path defined for the cloud storage target. For example, you might have defined a Dropbox target that stores data in an "`/Company_reports`" folder. If the cloud storage target was set up to store data at the root of the account, the Path will be displayed as "`/`". You can change the path as needed, for example to store the report in a subfolder such as "`/Company_reports/Quarterly reports`".
Report name	Name of the report as you want it to appear on the cloud storage site. If you do not enter a name, a default name (such as Report.pdf) will be used.
Report type	Format of the report. Depending on the type of report, you can store in Printable (PDF) format or as an HTML, CSV, Excel, or text file.