Graph basics for standard applications
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Graphs help you visualize trends in your business, telling a story that goes beyond the numbers on a page. You can create graphs for any Sage Intacct standard application in a variety of graph formats: line, bar, pie graph, and more. Graphs can be displayed on their own, or added to a dashboard.
The overall process for creating a graph is similar for any standard application. This topic explains the general steps for creating a standard application graph. Then you can get started creating your own graph, by following the step-by-step instructions in any one of the Examples for creating graphs.
How to create a graph
Creating a standard application graph follows the following basic steps. The details for each step can vary slightly depending on the standard application report that's the basis for the graph.
Step 1. Generate and view the report
Go to the application and select the type of report you want to use as the basis for your graph. Choose Graph and from the Graph page, choose View.
This is the starting point for the graph that you’ll customize in the next step.
Step 2. Customize the graph in the following ways:
You can accept the default settings or specify customizations for any of the following options.
2a. Set the time period
You can select a reporting period from a dropdown menu, or enter the desired start and end dates. If you do not specify a reporting period, Intacct generates a report for the current month to date.
2b. Set the filters
Filters allow you to include or exclude specific types of data in the report. In general, it’s recommended to set filters to achieve to get fewer and more precise results.
2c. Format the layout and group data
Formatting options vary depending on the type of report. In general, you can customize the report layout and arrange how to group and display the data.
2e, Set the title, subtitle, and footer
You can specify a unique title for the graph and add a subtitle and footer for further clarification.
2d. Choose a graph format
Choose a graph format from a dropdown list. Graph options can vary depending on the type of report.
Step 3. Generate the graph
Generate the graph and revise the customized settings until you achieve the desired results.
Step 4. Deliver the graph
You can deliver the finalized graph in the following ways:
- Print: Display the report in PDF format so you can print it or save it to your local drive
- Process: Generate the graph and store it for later access. Graphs and reports can be stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- Add to the dashboard: Add the graph to a dashboard. Most reports need to be memorized before they can be added to a dashboard.
- Memorize: Memorizing a report or graph retains its specialized settings while saving the file.
- Export: Export the graph to a file that you can then distribute or save to your local drive: Excel, Word, text, or csv formats.
Examples for creating graphs
Follow the step-by-step instructions in these topics to create a standard application graph:
