Add a report to a dashboard

You can add any existing report to a dashboard. Financial reports are automatically available. Standard and custom reports must be memorized before you can add them.

Do not add large reports to a dashboard that's used as a start page, particularly if it's the start page for multiple people. Large reports can slow down a dashboard, especially if the dashboard is used by multiple people at the same time.

For example, suppose that you have a dashboard that's the start page for 10 people. At the start of their workday, they all view the same dashboard at the same time. If that dashboard includes a large report, each of those 10 people could find that the dashboard is slow.

Subscription

General Ledger

Customization Services or Platform Services
Regional availability

All regions

User type

Business

Employee

Project Manager
Permissions

General Ledger

  • Financials: List, View

Customization Services or Platform Services

  • Custom reports: List, View

For standard application reports, permission to list and view.

Previous step Create the report

To add a report to a dashboard:

  1. Go to Dashboards > All > Dashboards.
  2. Find the dashboard in the list.

  3. Select Components.

    Select View components.

  4. In the upper right corner of the dashboard window, select Add.
  5. In the Component type dropdown list, select Report.
  6. In the Report source dropdown list, select the type of report that you're adding.
  7. Optionally, limit the list of reports by selecting a Report type or a Report audience.

  8. In the Component dropdown list, select the report.

    Don't see the report? Standard reports and custom reports must be memorized before you can add them to a dashboard. Memorizing a report gives the report a name and retains the report settings, so you do not have to select them each time you want to run the report.

  9. Set the following options, as needed:

    • Component title: Enter a heading to appear on the dashboard.

    • Rows: Select how many rows to show.

      The title occupies 2 rows.

    • Automatic height: Select checkbox to show all rows with no scrolling.

    • Height: Limit the vertical size of the component on the dashboard.

      You can then scroll if there are more rows that what can fit in the allotted size.

      The number of columns in the dashboard automatically determines the width of the report.

    • Report view:

      • Select Snapshot to update the report when you refresh.

      • Select Live to have Intacct regularly update it the report.

      Although the report is updated regularly, you might need to refresh the browser or move away from the page and back to see the latest report results.

      If you do not need filtering for a report, select Snapshot. This reduces processing needs for the report, which helps your dashboard perform better.

    • Dashboard filtering: Select this checkbox to have dashboard filters are applied to the report.

      This field is available if you select Live in the Report view field.

    • Show collapsed: Show only the title, along with an arrow to expand the report.

  10. Select Save.

Run the report

After a report has been added, there are several ways to run the report from the dashboard:

  • Set the report to run live, so that it updates when you open the dashboard.
  • Select Refresh.
  • Select Search.