Video Library

4:49

Introduction to Sage Intacct reporting

Learn about Sage Intacct's comprehensive suite of reporting tools designed to enhance financial insights and decision making.

90:00

Webinar: The ABCDs of reporting

Watch this popular webinar that provides a detailed view and best practices of reporting.

91:00

Webinar: Advanced reporting

Craft a story about how your business is doing. In this customer meetup, you'll explore what you can do with advanced financial reports, interactive custom reports, and interactive visual reports.

4:38

Dimensions: What are they and how do they work?

Explains dimensions and how they can help you gain insight into your organization's financials.

3:45

Create dimension groups

Shows how to create dimension groups, including setting the group type, sort order, and filtering by customer name and taxable status.

5:47

Create a custom field

Learn how to create a custom field on a dimension.

5:48

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Configure automatic posting

Shows how to configure automatic posting based on dimension criteria.

2:14

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Explore flat dimension structures

Shows how to view details for a customer dimension structure.

1:59

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Automatically create flat dimension structures

Shows how to automatically create dimension structures.

1:54

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Create a hierarchical dimension structure

Shows how to create a hierarchical dimension structure.

3:16

View a standard report

Shows how to view and run a standard report.

3:23

Memorize a standard report

Shows how to memorize a standard report.

1:54

Use books in standard general ledger reports

Shows how to view user-defined books in standard general ledger reports.

4:01

GL: Dimension Balances report

Easily view the balances for one or more dimensions, for a selected period.

2:59

Create reporting account sets

Shows how to create a reporting account set to view reports using an alternate set of account names.

4:17

Auto-create gain/loss JEs from revaluation reports

Automate your revaluation process by automatically creating journal entries for unrealized gain or loss.

88:22

Webinar: Going beyond financial statements with Financial Report Writer

In this customer meetup recording, an expert demonstrates how to create financial reports using dimension groups and structures.

4:01

Create a financial report

Shows how to create a new financial report.

3:01

Create a dimension-based financial report

Shows how to create a dimension-based financial report.

3:28

Run a financial report

Shows how to run a financial report.

5:51

Use dates and filters in financial reports

Understand how column dates and As of dates work in financial reports.

4:38

Filter a financial report

Shows how to filter a financial report.

5:48

Create and filter account groups

Explains how to create and filter account groups.

3:07

Manage and organize account groups

Learn how to use fields that define the Account Group Purpose and Account Group Manager.

3:17

Expand columns by dimensions

Shows you how to expand columns by dimensions in a financial report.

7:06

Expand columns by dimension structures

Shows you how to expand columns with dimensions by modifying an existing report's columns using dimension structures.

2:57

Expand rows by dimensions

Shows you how to expand rows by dimensions in a financial report.

2:14

Find and organize reports

See search in action, plus learn how to organize reports by type and audience for flexible filtering.

4:28

Add a row calculation

Shows how to create a report that uses statistical and computation account groups to show calculations in a row on a financial report.

5:42

Add a column computation

Shows how to add a column computation to a financial report.

3:01

Add a computation account group

Shows how to add a computation acount group.

2:25

Add a percentage of amount column

Shows how to add a percentage of amount column.

2:39

Add a statistical account group

Shows how to add a statistical account group.

3:16

Add a summary column

Shows how to add a summary column to a financial report.

2:36

Compare columns by time periods

Shows how to compare data in columns across time periods.

9:10

Create groups of account groups

Shows how to create groups of account groups.

6:44

Filter columns by dimension structures

Shows how to filter columns by dimension structures.

3:32

Modify the Account name and Actual columns

Shows how to modify the settings for the Account name and Actual columns in a financial report.

3:39

Purchasing commitments financial report

Shows how to include a user-defined book in a financial report. The example includes committed purchase orders in a report.

1:23

Use books in financial reports

Shows how to include a user-defined book in a financial report. The example includes the RealEstate book in a report.

4:35

Create a financial graph organized by data series

Shows how to create a financial graph. The example shows how to create a graph organized by data series.

3:30

Create a financial graph with reporting period comparisons

Shows how to create a financial graph. The example shows how to create a graph with reporting period comparisons.

2:11

Create a waterfall graph

Shows how to use dimension structures to create a waterfall graph.

4:52

Explore dashboards

Walks you through how to navigate and use dashboards in Sage Intacct.

3:51

Create a dashboard

Shows you how to create a new dashboard.

15:12

Build a dashboard in 10 minutes

This customer webinar shows you how to quickly build a new dashboard with the data and tools you need to improve your productivity.

2:47

Add a record component

Shows you how to add a record component to a dashboard.

1:51

Add a chart component

Shows you how to add a chart component to a dashboard.

2:08

Add a report component

Shows you how to add a report component to a dashboard.

3:45

Modify a dashboard

Shows you how to modify a dashboard and its components.

3:16

Add a performance card

Shows you how to add a performance card to a dashboard.

1:34

Dashboards: Closed Thru Summary component

Get visibility into your close process by adding the Closed Thru Summary component to a dashboard.

5:20

Create a custom report

Shows how to create a new custom report.

3:04

Filter and group in a custom report

Shows how to use filters and groups in a custom report.

2:10

Use charts and prompts in a custom report

Shows how to definte chart output and prompts in a custom report.

2:40

Introduction to Interactive Custom Report Writer

An overview of this powerful custom reporting tool that allows you to build reports to meet your company's specific needs and work on real-time data.

88:41

Customer meetup Webinar: ICRW

Experts discuss how Interactive Custom Report Writer and other modules help improve your efficiency and productivity.

1:55

Create a new report from the report library

See how to browse the library for pre-created reports that you can use as-is or adapt for your needs.

2:39

Create a new interactive custom report

Shows how to create a new ICRW report.

2:12

Add a calculation column

Shows how to add a calculation column to an ICRW report.

2:44

Add a custom calculated item

Shows how to add a custom calculated item to an ICRW report.

1:38

Add a report to a dashboard

Shows how to add an ICRW report to a dashboard.

2:21

Add filters

Shows how to add basic filters to an ICRW report.

2:42

Use a filter in a calculation column

Shows how to use a filter within a calculation column in an ICRW report.

2:57

Use the Keep Only selection step

Shows how to use the Keep Only selection step to filter data in an ICRW report.

7:06

Add a local date and timestamp to a report

Shows how to create a calculated column to add a local date and timestamp to an ICRW report.

8:35

Time series functions

Demonstrates new time series functions in ICRW and IVE.

3:25

Use conditional formats

Shows how to use conditional formats in ICRW.

2:33

Sort and add totals

Shows how to sort data and add totals in an ICRW.

2:17

Set permissions and add reports to the menu

Shows how to control access to an ICRW report, including making a report available on the menu.

3:22

Assign Interactive Custom Report Writer Designer permission to a role

Learn about the different types of permissions available in ICRW and how to grant designer access.

3:30

Format column data

Shows some of the format options for columns in ICRW.

3:03

Format alternate rows and subtotals

Shows some options to format rows in ICRW. The example shows how to format alternate rows and subtotals.

3:27

Deliver visualization insights with Interactive Visual Explorer

Demonstrates how to capture important details and trends into visualizations with IVE.

3:41

Create a report visualization in Interactive Visual Explorer

Shows how to create a new report visualization in Interactive Visual Explorer.

4:15

Format and filter a report visualization in Interactive Visual Explorer

Shows how to format and filter a report visualization in IVE.

4:09

Add calculations to a report visualization in Interactive Visual Explorer

Shows how to add a calculation to a report visualization in IVE.

5:59

Create a new visualization

Shows how to add data elements to a canvas to create a visualization for analyzing data (no audio).

3:00

Visualization properties

Shows how to change the appearance of data elements for a visualization (no audio).

3:13

Filter data in visualizations

Shows how to add visualization filters to specify the data displayed on the canvas (no audio).

2:51

Visualization toolbox

Shows how to use the Visualization Toolbox to manipulate the data elements within your visualizations (no audio).

3:53

Canvas and visual properties

Shows how to use the visual properties to manage your canvases (no audio).

4:57

Data panel calculations

Shows how use calculations to add new data elements to your visualizations (no audio).

4:17

Build stories and presentations

Shows how the Narrate workspace helps you build and create presentations based on your visualizations (no audio).