About class groups

Class groups are a type of dimension group. A dimension group is a particular set of members in a dimension. You can manually select the group members or set up filters to select them automatically.

To learn more about dimensions, watch Dimensions—What are they and how do they work?

For example, you can create a class group that includes all active classes or classes with the same parent class.

The Classes dimension is managed from either the Company or Reports Setup menu. The Classes group is managed from the Reports > Setup > Dimension groups menu.

Groups for user-defined dimensions are managed differently than standard dimensions. For more information, see Manage user-defined dimensions.

Dimension groups in reports and dashboards

Defining a dimension group gives you additional control over what appears in reports and dashboards. In general, any dimension groups that you create will appear as additional filter choices.

With a dimension group, you can do the following:

  • Manually select a set of members, such as specific customers, vendors, or locations
  • Filter to include members that meet certain criteria, such as items of the same type or customers of the same type
  • Control the order in which the members appear in report columns and rows
  • Take advantage of dimension counts to post to statistical journal entries automatically

Where can dimension groups be used?

Dimension groups can be used to filter in the following areas of Intacct:

  • Financial reports
  • Financial graphs
  • General Ledger reports

  • Dashboards

    Dimension use in dashboards is limited to components for performance cards, financial reports and graphs, and standard General Ledger reports.

Where to use dimension groups
Feature Allows filtering by dimension group? Description

Financial reports and graphs

Yes

Applies to reports and graphs in these lists:

  • General Ledger > All > Financial reporting > Financial reports
  • General Ledger > All > Financial reporting > Financial graphs

When you define a report or graph, you can specify the filters as part of the report definition, or you can prompt the user for the filter at report runtime.

Standard General Ledger reports

Yes

Applies to reports listed on the General Ledger menu, such as the Journals report or Trial Balance report.

When you run a General Ledger report, you can select the filters to use. Or, you can create a prefiltered report by memorizing the report with the filters that you want.

Other reports

No

Currently, reports outside of General Ledger do not support dimension groups.

  • Standard application reports outside of the General Ledger
  • Reports created with the Custom Report Writer (CRW)
  • Reports created with Interactive Custom Report Writer (ICRW)
  • Reports created with Interactive Visual Explorer (IVE)

Dashboards

Yes (limited)

Dashboard components can be prefiltered for a dimension group, or you can allow the user to filter the entire dashboard.

Filtering is limited to components for performance cards, financial reports and graphs, and standard General Ledger reports. Learn more about dashboard filtering.

Dimension report structures

Dimension report structures let you use dimensions on the rows or columns of financial reports. The following example shows a simple location report structure named South, which contains a location group named Southern offices.

  1. Dimension groups are custom groupings that are meaningful to your company.
  2. Dimension report structures can contain 1 or more dimension groups.
  3. The dimension report structure is what lets you add the dimension to a report.

Illustration showing a dimension report structure with 1 dimension group in it, and the resulting report.

When you add a dimension group, you're given the option to create a dimension report structure automatically. Learn more about dimension structures.