Delete, inactivate, or reactivate a financial report

Although reports can be added to most menus in Intacct, they are created and managed from the Reports center or Financial report list.

Subscription

General Ledger

Regional availability

All regions

User type Business, Employee, Approval
Permissions List, View, Edit
Prerequisites

Access to financial reports can vary depending on your permissions. The ability to view, add, and edit financial reports is controlled by separate General Ledger permissions.

Working with financial reports involves multiple tasks: running reports, editing reports, drilling down into a report, and so on. Each of these can require a specific set of permissions, both for the General Ledger and for the Company.

Make sure that you have all of the necessary permissions when working with financial reports.

When to inactivate

When you delete a report or graph, it is gone forever. You cannot recover deleted objects. Making a report or graph inactive removes it from the list, while still being available should you need to make it active again.

Deactivating a report or graph is preferred over deletion. That way it is still available, maybe even years later. For example, as the result of an audit or, should a copy of the report be needed for legal reasons, you can reactivate and run it. If the graph or report was deleted, you would have to completely recreate it.

By deactivating a report or graph, no one can use it and it does not appear in lists. This safeguards the original while you make changes to a copy. You are assured the original report or graph is safe should you ever need to restore it.

Delete a financial report

Deleting a report removes the report completely. If you are sure you never want to run the report, delete it. Otherwise, consider making the report inactive.

You can configure the system to warn you when you're about to delete a report. Select your login name on any page, then choose My preferences, and on the Preferences page, select the Warn on delete checkbox.

To delete a custom report:

  1. Go to Reports > All > Core > Financial reports.

  2. Locate the report to delete and select Delete.

    Depending on your user preferences, Intacct might prompt you to confirm the deletion.

If you delete a report, any associated schedules are also deleted.

Inactivate a financial report

Inactivating a report removes it from lists within Intacct. Additionally, if you inactivate a custom report, it won't appear on the Financial reports list unless you select the Include inactive option at the top of the list.

To inactivate a financial report:

  1. Go to Reports > All > Core > Financial reports.

  2. Locate the report and select Edit.
  3. Go to the Next steps step (the last step of the report writer).
  4. Deselect This report is active.
  5. Save the report.

Reactivate a financial report

If you inactivate a report and later want to reactivate it, you first need to be able to see the report in the list.

To reactivate a financial report:

  1. Go to Reports > All > Core > Financial reports.

  1. At the top of the list, select Include inactive. The inactivated report appears in the list.

    The most common reason that you do not see this feature is that you're using a custom view.

    When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

    To see the options again, switch back to View All. See Custom views for more information.

  2. Find the report and select Edit.
  3. Select the This report is active checkbox on the Report Info tab.
  4. Save your changes. The report is once again active.