Enhanced interface

Invoices Analysis graph

The Invoices Analysis graph provides analysis for your sales from the perspective of revenue line items in the invoices. You can choose to represent sales using bar and line graphs or pie charts. You can also group line items across invoices and then view the analysis.

For information on terms that may differ in your location, see Terminology across locales.

Generate the report

Use this report when you want to see a visual representation of the Invoices Analysis report.

You can then apply different graph formats to visually track customers who ordered a certain product and how much they ordered over a specific time period. Choose from bar, line, pie, and other graph formats for your analysis.

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business, Employee, Approval, CRM
Permissions	Run Invoices Analysis Graph

View a monthly report

Go to Accounts Receivable > All > Reports > Invoices analysis > Graph.
When the report page loads, select View.
- A report showing all results for the month to date displays in your browser.
Optionally, select Customize to refine the report results, and follow the steps in the following section, Customize and Run.

Customize and run

Before running the report, you can select the time period what you want included in the report. You can also specify how you want the report to appear.

If you don't select any data entry boxes or specify any search options, the report may take a long time to run and return results that's too large to be useful.

Select the reporting period from the dropdown menu, or enter the desired start and end dates. If you don't specify a reporting period, the system generates a report for the current month to date.
You can specify either the reporting period or the start and end dates, but not both.
Set the filters for the desired data results.
Filters allow you to include or exclude specific types of data in the report. In general, it is recommended to set filters to achieve to get fewer and more precise results.
Format the report.
Options vary from report to report. Generally, you can set the report layout and arrange how to group and display the data.
Type a title, subtitle, and footer text for your report.
View or generate the graph in your choice of formats: run, view, process, memorize, export, or add the report to a dashboard.

How to work with reports
To:	Select:
View the report now, in your browser.	View
Display the report in PDF format so you can print it or save it to your local drive.	Print
Generate the report and store it for later access. Available formats include HTML, printable (PDF), Excel, CSV (comma-separated value), and Text. Reports can be stored: In Intacct In the My stored reports list Delivered to a cloud storage location, such as Dropbox Learn more about processing and storing reports.	Process and store
Add the report to your dashboard.	Add to dashboard
Memorize (that is, save) the report in the Memorized reports list so that later you can refer back to it or modify and re-run it. You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.	Memorize
Export the report to a separate file that you can then distribute or save to your local drive. Available file formats vary among reports.	Export

After you run a report, you can either email it to others or return to the Report Settings page to refine the results.

Share and refine reports
After running the report, to...	Select
Email the report to others.	Email
Return to the main report page and refine the report further.	Customize

Set the time period

You can use a predefined reporting period available from the Reporting period and As of date options. Or, you can create your own reporting period by specifying the Start date and End date.

To set the time period:

In the Time period section, do one of the following:

Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Sage Intacct generates your report based on the start and end dates. It ignores the As of date.

The following table describes the fields in the Time period section.

Field	Description
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.
As of date	The date that Intacct will use as a baseline for the reporting period you select. Defaults to today's date.
Start date	Leave the Start date blank to include all information from the earliest date of your Intacct data up to and including the end date.
End date	Leave the End date blank to include all information from the start date up to today.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.

Set report filters

You can use filters to focus your report results. Filters only allow you to view a specific set of data. You can use any combination of filters to achieve the desired results.

To customize your report results, change the filters as follows:

To show results for a specific customer type, select the Customer type dropdown, and then select the customer type you want to include in the report.
To show results for a specific customer or range of customers, use the From customer and To customer dropdowns.
In a multi-entity environment, you can filter by location, department, or both.
To set location and department options:
1. To filter the report by geographic location, either enter the name of the region, country, state or territory, or city in the Location dropdown list. Or, select the location from the list.
  
  Enter or select a location if you want to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.
2. To filter the report by department within the company, enter the name of the department in the Department dropdown list. Or, select the department from the list.
3. If you want the report to cover certain locations regardless of what's selected in the Location dropdown list, use the Show for dropdown list to select the locations for the report:
  - All locations: To include data for all locations regardless of the entity that you're currently using.
  - This location: To include data only for the entity that you're currently using.
  - Child locations: To include data only for the locations that are child locations of your current entity. For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

The following table describes each item in the Filters section of this report settings page:

Filters report settings
Filter Box	Notes
From customer, To customer	Enables you to get data only for that specific customer or range of customers. By default these boxes are blank, which means the report will get results for all customers.
Customer Type	Include data only for the type of customer specified. By default this box is blank, which means the report will include all customer types.
From account, To account	Enables you to get data only for that specific account or range of accounts. By default these boxes are blank, which means the report will get results for all accounts.
Location	Enables you to limit report results to a specific location. Only displays for multi-currency, multi-entity companies.
Department	Enables you to limit report results to a specific department.
Individual report	Select this checkbox if you want each entity or department and/or location to have its own report page. Due to their potentially large size, reports with departments and locations on individual pages can be run offline only. Therefore, if you select the Individual report option, you can select only Process and store.
Prompt on run	Select this checkbox to force you (or anyone using this report) to enter a location, department, and/or time period before the report will run.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown. Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Group data

Use the options in this section to organize the data you want to display graphically:

To arrange related data together by group, select the Group by dropdown, and choose the group.
For example, to see all of the bills from each customer, you might choose Customer name or Customer ID. You can group the report data by account number, department, location, customer type, customer ID, customer name, and date.
Select the account. You can show bars, columns, or pie chart wedges for all the accounts or a subset of them.
Do one of the following:
1. Choose All to display all of your accounts graphically.
2. Choose Top to display only the accounts with the highest transaction amounts by line item.
  If you select Top, you must also specify how many accounts by filling in the Range From and Range To boxes. For example, you could choose to show bars for only the highest accounts by limiting this graph to the top 1-10 accounts. The default is the top 15.

Select a graph format

Select the type of graph that you want from the dropdown field.

Graph types
Format Box	Notes
Graph type	Choose one of the following graphs: line column 3D column pie 3D pie doughnut 3D doughnut bar 3D bar area.

Add titles and footers

Titles, subtitles, and footers apply only to the PDF version of this report.

Generate a PDF version

Open the report and select Graph.
From the graph page, select Print.

To add a title, subtitle, and comments to the report:

Enter the title in the Graph title 1 text field.

This title appears in large type at the top of the page, directly under your company name,
You can type over any default name that the system may have automatically supplied.

Enter the subtitle in the Graph title 2 text field.

The subtitle appears in smaller type, directly beneath the main title.

Enter the footer in the Title comment text field. The footer (title comment) text appears at the bottom center of the report.

You can use up to 80 characters, including spaces, in each title, subtitle, and footer.