Enhanced interface

Salesforce Synchronization Status report

The Salesforce Synchronization report enables subscribers to Salesforce.com to view the posting status for transactions linked to Salesforce. You can set this report to display error messages for failed transactions that will help you resolve these failures, after which you can re-run the report and select the “synchronize” link to re-start the transaction sync process and then display the results.

Who typically needs this report?

Sage Intacct users who have the ability to post transactions via Salesforce into the Intacct application. If any transaction posted from Salesforce to Intacct fails, the Salesforce user can run this report to find out what caused the failure. After fixing the error, the Salesforce user can re-post the corrected transaction.

To access this report:

Go to Order Entry > All > Reports > Salesforce synchronization status.

Subscription	Order Entry
User type	Business
Permissions	Run Sales Synchronization Status

View a monthly report

On the report settings page, select View.
The report displays all results for the default reporting period.
To refine the report, select Customize.

Customize and run

Before running the report, you can select the time period and types of items to include and specify how you want the report to appear.

If you want to see every result for a particular category, don't make selections from any of the data entry fields. You can run this report without entering any search information. If you do that, however, the report might take a long time to run and might return too many results to be useful.

Enter the time period that you want the report to cover. If you do nothing, you'll get a report for the current month to date.
- You can set either the reporting period or the start and end dates, but not both.
Set the filters to get the specific data you want.
- Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Enter a title, subtitle, and footer for your report.
To view, process, memorize, or export the report, do one of the following:
- To view the report now, select View.
- To generate the report and store it for later access, select Process & Store.
  
  Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- To memorize (that is, save) the report so that later you can refer back to it or modify and re-run it, select Memorize.
- To export the report to a separate file that you can then distribute or save to your local drive, select Export and then select Word, Excel, CSV, or Text.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Time period

You can use one of the numerous pre-defined reporting periods available from the Reporting period and As of date fields, or create your own reporting period using the Start date and End date fields.

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.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To set the filters to fine-tune your report results:

Select the Transaction type that you want the report to cover. Choose from:
- All (this is the default transaction type)
- Sales invoice
- Sales Order
- Sales Quote
- Shipper
- Shipper Invoice
Set the report to show results per customer
Set whether the report should show details for both failed transactions and transactions that have been processed successfully, or whether the report should show only details for failed transactions. Clear the checkbox to show details for both failed and successful transactions.

Filter field	Notes
Transaction type	Enables you to limit your report to a specific type of transaction, such as a sales quote or a shipper invoice.
From customer, To customer	Enables you to get data only for that range of items you specify for a particular customer or range of customers.
Show failed only	Show failed only is the default. Clear this checkbox if you want the report to show details for successful transactions and failed transactions.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.