Run financial reports

You can easily add (deploy) a report to an application, such as General Ledger, Accounts Payable, Accounts Receivable, or Projects. Deploying a report to an application makes the report available from the application menu as well as the Reports center.

Subscription

Company

Applications to which the report is deployed
Regional availability

All regions

User type Business, Employee
Permissions

Reports: Run

Manual and scheduled reports

You can choose to run a report manually at any time. You might also choose to schedule a report to run at a specific day and time, or regularly at specific time intervals.

Run a report manually

Financial reports can be run manually or scheduled to run automatically on a schedule.

  1. Go to Reports > All > Core.
  2. Select Financial reports.
    The list of your company Financial Reports appears.
  3. Choose one of the following formats for the report:
    1. Process & store
    2. HTML
    3. CSV
    4. PDF
    5. Excel
  4. Select any prompted information.

Schedule a report to run automatically

  1. On the list of reports, locate the report to schedule and select Schedule.
  2. The Schedule Financial Report page appears for you to enter the details. Go to Schedule report delivery for more information.

The Schedule Status column displays either "Scheduled" or "Not Scheduled," depending on whether you scheduled the report to run automatically at a future date.

Run a report offline (store a report)

Running a long report can take a considerable amount of time. In this case, you can choose to run the report in the background while you continue with other work.

Running a report in the background

  1. Go to Reports > All > Core.
  2. Select Financial reports.
  3. Find and select the link for the report you want to run.
  4. Choose Process & Store to run the report in the background. Intacct adds the report to the My Stored Reports list when it's done.
  5. Select OK.
  6. Optionally, go to the My preferences page and select the Receive email notification for offline reports checkbox to receive an email when the offline report has been processed.

Customize and run a report

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 might take a long time to run and might return too many results to be useful.

Customizing a report before running

Select the types of items you want to include, as well as specifying the report format.

  1. Set filters for the specific data you want in the report.

    Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. In general, setting more filters will produce a report with fewer and more precise results.

  2. Format the report.

    Format options 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.

  3. Enter a title, subtitle, and footer for the report.
  4. View or generate the report in the desired format.

Set "as of" date

You can edit a report to include a run date prompt. This option allows anyone who runs the report to choose an "as of" date each time they run the report.

  • In custom reports: Use the Set report data and title step to select the As of date.
  • In financial reports: On the Filters tab, enable Prompt next to As of date.

View the latest report changes

If you run a report, then need to make changes or corrections to the report, you can do so. The changes you make are not automatically reflected in the report, however. You must refresh the report to view the changes.

Refreshing a report

You can see the latest changes to a report in a few simple steps.

  1. Rerun (refresh) the report.
  2. Select View to see the results.