Run a report group report

When you create a report group, it is accessed and run from the Reports center. Unlike individual reports, report groups aren't added to or run from application menus.

You can schedule reports from report groups in the same way you schedule a report.

Tips for running report group reports

  • To filter ICRW reports that are part of a report group by date, location, or department, you need to add a prompt to the ICRW report that corresponds to the report group filter. For example, to filter a report group by location, add a location prompt to the ICRW reports that are in the report group.
  • If your report group contains 1 or more graphs or a cover letter, it's recommended that you choose PDF as the Report type.
  • To learn more about options for storing reports, see Store reports.

Run a report group report

  1. Go to Reports > Setup > More > Report groups.

  2. From the list, find the report group and select Run.
  3. In the Run this report section, filter your report by specifying:
    • an "as of" date.
    • a specific location or location group.
    • a specific department or department group.
    • the entity by which you want to generate the order of your reports, such as Entity 1/Report 1, Entity 1/Report 2; Entity 2/Report 1, Entity 2/Report 2; and so on.
  4. In the Delivery options section, select Store in Intacct or Store in cloud.
  5. If you chose Store in cloud, you're prompted to specify these fields:
    • For Send to, select a cloud storage target where you want to deliver the report. By default, you can choose from any cloud storage targets that you've defined or that others have defined and marked as public. If you're an administrator, you can see all cloud targets.
    • If desired, you can use the Path field to override the default location where the report will be delivered.
    • For Report name, enter the title that should be used for the report in the cloud storage target.
  6. For Report type, choose to store the report group as a PDF or Excel file.
    • Excel: Saves reports in a single Excel file, with each report appearing on a separate tab.
    • PDF: Saves the entire report group to a single PDF file.
  7. Select OK.

The report is run. Close the notification page. The report group report now appears at the end of the My Reports list in Reports center.

Create individual reports for each entity/location in a report group

You can configure your report group as a single combined report or as a report consisting of separate reports, 1 for each entity or location. The result is one report, divided into smaller reports for the entities.

  1. Go to Reports > Setup > More > Report groups.

  2. Find the report group for which you want the reports.
  3. Select the report group to run.
  4. In the Run this report section, place a check mark beside Group by location or entity.
  5. Enter any additional information required.
  6. Select Save.

The resulting report is grouped by individual entities and locations, not as a combined report. To restore the report into a single, combined report, remove the check mark next to this option.

Run a report offline (store a report)

Running a long report can take a considerable amount of time, such as a report group with a large number of members. 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. Find the report group and select the link to view its members.
  3. Find the report that you want to run and select View report, then select Process & Store.

  4. Enter the information for where you want to store the report, such as delivery options and report type.

    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.

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.