Save and export a custom report—ICRW

When you export a report, you create a version of the report in a format that you can share with others. You might also want to save copies of reports for historical purposes outside of Intacct.

Subscription Interactive Custom Report Writer

Platform Services

Regional availability

All regions
User type Interactive Custom Report Writer: Business, Project Manager
Permissions

Interactive Custom Report Writer: Run, List, View, Add, Edit, Delete

Platform Services: Run, List, View, Add, Edit, Delete

Save your report

Save your Interactive Custom Report Writer (ICRW) report so that you can deploy it to an application menu. Your report was given a name when it was created. However, you can choose to save a report under a different name.

When you subscribe to ICRW, Intacct creates a folder in the Saved area with your company name. This location is where your reports are saved. However, you do not access saved reports from this folder.

  • To Save a report, select The Save icon appears on all ICRW tabs so you can easily save a report..
  • To save a report with a different name (Save as), select Appears on all ICRW tabs so you can easily save a report with a different name..

Export a report

After you create the report, you can export the report in a variety of formats.

  1. Go to Reports > All > Advanced > Interactive Custom Reports.
  2. Locate the report in the reports list and select Run.
  3. After the report runs, select Export at the bottom of the window.
  4. From the dropdown list, select the desired output format:
    • PDF
    • Excel
    • PowerPoint
    • Web Archive
    • Data (CSV, Tab delimited, and XML)
  5. When the report export is complete, select Download the file.
  6. Save the exported file in the location of your choice.
  7. Select View to view the report output. The report appears in a window in HTML format.

To export granular data, such as getting a list of only London customers or only AR sales invoices from January through December, you export the data from reports. You can create and run reports, then export the data to a local file.

Some reports let you filter for specific data for finer granularity. When you export a filtered reports, the data shown is limited to the records you specified with the filter.

Export the report from the Edit view

  1. Go to Reports > All > Advanced > Interactive Custom Reports.
  2. Open a report for editing.
  3. On the Refine tab, select Used in reports and on the Refine tab to allow you to export a report..
  4. From the dropdown list, select the desired output format:
    • PDF
    • Excel
    • PowerPoint
    • Web Archive
    • Data (CSV, Tab delimited, and XML)
  5. After the report is exported:
    1. Select OK in the confirmation dialog.
    2. Make an export format selection, if not already set.
  6. Optionally, to save the report, specify the location.

Choose a report format

You can view and output your report in many ways. Some outputs have prerequisite steps to ensure that the output is possible.

Report export formats
Format Description

PDF

When you choose this option, the report displays in an Adobe® Acrobat Printable Data Format (PDF) file. Choose this option if you want to print the report or share it in a locked format. You are unable to drill down on any fields in a printable report, however.

Excel

When you choose this option, you export the report to Excel. This format provides you with an organized accessible format for additional data analysis.

You can export a maximum number of 65,000 rows to Excel.

PowerPoint

When you choose to view your report in PowerPoint, you receive a prompt to download or open a dynamically created Microsoft® PowerPoint document. Choose a PowerPoint when incorporating the data into a text authoring document.

Web Archive

When you choose this option, you can archive report content locally. A .mht file is a MIME HTML document that's useful for archiving online content on a local machine. You can view .mht files on most web browsers.

CSV

When you choose a Comma Separated Values (CSV) format, the report data is readily accessible for flat file databases. This format is dependent on the order of the fields.

You can export a maximum number of 500,000 rows to CSV.

Tab delimited

When you choose this format, a tab character separates the data values.

XML

When you choose Extensible Markup Language (XML) format, the file uses tags to describe the structure and features of the file.

Output column order

The Define tab and the Refine tab in the ICRW editor both affect column formatting. The format chosen for the exported report defines the column formatting.

Export formats that use the Refine tab

The following export formats use the data elements listed on the Refine tab, in the order in which they appear:

  • PDF
  • Excel
  • PowerPoint
  • Web Archive all use

The column headings on the Refine tab are highlighted to emphasize the order prior to export.

Exported PDF file:

Exported PDF version of the Bills by vendor report with the column headings highlighted to show that the order is the same as that in the Refine tab.

Export formats that use the Define tab

The following export formats use Data selections with data elements on the Define tab in the order in which they appear, including any excluded columns:

  • CSV
  • Tab-delimited
  • XML

Columns on the Define tab are highlighted to emphasize the order prior to export.

Exported CSV file

Exported CSV of the report with the column headings hightlighted to show the order is the same as that in the Define tab.