Next Steps tab—Financial Report Writer

After you've finished designing your report, it's time to start using it.

Run your report from the Financial Reports list or by going to the Reports center. However, you can do more to highlight and use your report. The links in the What's next section of this page can help you get started.

Save and make the report active

In the Report information section, you'll see the report name and owner.

By default, the report is active. Make sure that the checkbox has a check. Inactive reports don’t appear in lists. Select Include inactive at the top of the list.

Select Save at the upper right of the page to save the report, or Save & Done to save the report and exit.

Favorite a report

Reports center lets you maintain a list of your favorite reports. While you're editing a financial report, you can quickly make it a favorite by selecting Add this report to your "Favorites" list in the Reports center.

To access your favorite reports later on, select Reports in the menu bar. Then, select Favorites on the left side of the page.

Add a report to a dashboard

Dashboards give you an "at-a-glance" view of the areas of your business that matter most to you. From the Next Steps tab, you quickly add your financial report as a component on any dashboard that you own.

1. Select Add this report to a dashboard.
2. Select the dashboard, give it a name and location, and enter other details as needed.

   Learn more about the options for report components.

You might see a message that you do not have any dashboards that you can add components to, but you know that you have dashboards. This is most often that you aren't the owner of those dashboards. In this case, you can still edit the dashboard from the Dashboards list and then add the component.

Schedule a report

You can schedule a report to run automatically on a recurring basis, such as weekly or monthly. When you schedule the report, you can set it up to be delivered by email or stored.

1. On the Next steps tab, select Schedule this report to run periodically.
2. When prompted, select Save and schedule to save the report and proceed.

3. On the Schedule Financial Report page, set up a schedule for the report and select how you want it to be delivered.

   • Learn more about the options for scheduling a financial report.
   • In addition to having the report emailed to you, you can also have it stored. Learn how to access stored reports in the Reports center.

Add a report to a report group

A report group provides an efficient and quick way to act upon multiple reports simultaneously. For example, instead of having to run or schedule a set of reports one at a time, you can run a report group. Then Intacct runs all the member reports immediately or according to schedule.

1. On the Next Steps tab, select Include this report in a report group.
2. When prompted, select Save and continue to save the report and proceed to the Report Groups list.
   • To add the report to an existing report group, select Edit for the report group. Then add the report as a member.
   • If you do not have any report groups, you can add one from the Report Groups list.

You can access your report groups later on by going to Reports > Setup > More > Report groups. Learn more about report groups.