Enhanced interface

Report takes a long time to run

Sometimes a financial or other standard report takes a long time to run. The most common cause is that the report is unusually large. Here are some report configurations that can cause a report to be large:

More than 12 columns.
4 or more expanded columns or rows.
For example, a report might include several account groups that are expanded by more than one dimension, such as Customer and Project.
An expanded column with a "... to date" reporting period (such as Inception to date or Prior year to date).
A column that's expanded by a dimension with more than 1000 values (for example, if you expand by customers and you have 3000 customers).
A column that's expanded by a dimension with more than 100 values, and which has a reporting period other than Current month.
On reports for budgets, a column that's expanded by a dimension with more than 100 values.

A report that usually runs quickly can sometimes take longer to run or time out. Here are some reasons why that might happen:

Peak system usage by other users of the product (like at month end) can cause reports to run more slowly. Simply wait for the report to complete. Report speed will return to normal after peak system usage subsides. If possible, run reports during non-peak times.
Someone has recently made changes to the report and the new parameters are causing it to run more slowly. Check if the report has added entities, locations, periods, groups, etc. Consider if the report can be broken into smaller data sets if speed is of the essence. Otherwise, consider running the report offline.
If a small report times out, it might be a browser issue. Try using private browsing modes. Clear your cache and cookies, as these can impact performance with live browser sessions.
If many reports have stopped working, consider if your IT department made any system changes to internet security, or if they have installed recent add-on software.

Process & store (run offline)

One way to alleviate the issue is to use the Process & store option to run the report offline.

Find and select the report. Reports are generally found in the Reports center or in the application menu for the report. For example, a financial report might be under General Ledger, or a Customer aging report might be found under Accounts Receivable.
Select Process & store on the upper right of the page.
Select the Run report on (schedule) date.
Choose the delivery option. You can store the report in Intacct, or in the cloud. Depending on your choice here, you'll need to include more information.
Choose the format for the report.
Select OK.

Trim the report

If it's feasible, trim the report by reducing the number of Expand by options included or the number of rows in a report. This method is not practical in many cases. Running a report offline is the best practice.

The following tasks show you how to change the Expand feature in a financial report column and reduce the number of rows in a report.

Change the Expand feature

Find and select the report. Reports are generally found in the Reports center or in the application menu for the report. For example, a financial report might be under General Ledger, or a Customer aging report might be found under Accounts Receivable.
Select Edit to open the report for editing, then tab to Columns.
Select the column title to open it for editing. You will not see options until the column is expanded.
About halfway down, use the dropdown list to set the Expand by to Do not expand.
Repeat these steps for each column to change.
Select Save.

Reduce the number of rows

Find and select the report. Reports are generally found in the Reports center or in the application menu for the report. For example, a financial report might be under General Ledger, or a Customer aging report might be found under Accounts Receivable.
Select Edit to open the report for editing, then tab to Rows.
On a Detail level column, select Set detail level and select Summary - hide accounts. Hiding accounts creates summary rows without account-level detail and decreases the number of lines in the report.
On the Always display column set the display to None.
Repeat these steps for each row to change.
Select Save.