Enhanced interface

Customize Account groups hierarchy report

To access this report, go to General Ledger > All > Reports and select Account groups hierarchy report.

Subscription	General Ledger
Regional availability	All regions
User type	Business
Permissions	Run the specified report

If you want to see every result for a particular category, do not make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report can take a long time to run and can return too many results to be useful.

Before running the report, you can specify what you want included int he report and how you want it to appear.

Set the filters to get the specific data you want.
Format the report.
Format options will vary from report to report. Generally you can set the layout of the report and arrange how to group and display the data contained in the report.
Enter a title, subtitle, and footer for your report.

Set report filters

Leave the report filters blank, which is the same as specifying "All." Or enter values to filter the list so that it's more focused. You can continue to modify the filter criteria and other settings until you're satisfied with the results. However, you must select View or another output option each time you change the settings.

Select 1 of the following options to focus the report on the set of account groups that either you or Intacct created:
- User-defined account groups
- System Account Groups

These choices are available for companies that were initially created with a setup template. The templates include automatically generated categories that are mapped to account groups and standard financial reports based on the account groups.

To filter on a specific type of account group, select the down arrow in the Account group type dropdown list, and then select a type of account group.
To filter on a specific range of account groups, select the down arrow in the From account group dropdown list, and then select an account group.

Do the same in the To account group dropdown list.
To filter on a specific range of accounts, select the down arrow in the From account number dropdown list, and then select the starting account.

Do the same in the To account number dropdown list to select the ending account.
To filter on a specific range of categories, select the down arrow in the From category dropdown list, and then select the starting category.

Do the same in the To category dropdown list to select the ending category.
Categories are only available to those companies that were created with a QuickStart setup template. You can see if your company was set up using a QuickStart in your Company information. Go to Company > Setup > Configuration > Company, then go to the Accounting tab and find the Setup template field. If the field is populated, that's the template type your company uses. If it is blank, no template was used during set up and categories are not available to you.Learn more about QuickStart templates.

The following table describes each item in the Filters section of this report settings page:

Filter Box	Notes
Select User-defined account groups or System account groups	To include only the account groups you created, select User-defined account groups. To include only account groups defined by Intacct, select System account groups.
Account Group Type
From account group/To account group
From account number/To account number
From category/To category	Categories are only available to those companies that were created with a QuickStart setup template. You can see if your company was set up using a QuickStart in your Company information. Go to Company > Setup > Configuration > Company, then go to the Accounting tab and find the Setup template field. If the field is populated, that's the template type your company uses. If it is blank, no template was used during set up and categories are not available to you. Learn more about QuickStart templates.