Financial reports and graphs for the service industry

If your company uses the Services QuickStart template, you have access to several financial reports designed to fulfill industry-wide needs and serve as a basis for your own report and graph creation.

Depending on if you have admin privileges, do one of the following:

User Verification path
Admin

Go to the Accounting tab in your Company information, then ensure the QuickStart template field is set to Service industry.
Non-admin users

Create a new General Ledger account, then click in the Category field and search for Work in process.

  • If the Work in process category appears, then your organization uses the Services QuickStart template.
  • If you see the Category field but Work in process isn't one of your options, then your organization uses a different QuickStart template.
  • If you don't see the Category field, then your organization doesn't use any QuickStart template.

If your organization doesn't use the Services QuickStart template, but you still want these categories, reports, and dashboards, contact your account manager to discuss your options.

View and install reports

Intacct offers premade financial reports you can install from the financial reports library.

To view Services financial reports:

  1. Go to General Ledger > All > Financial reporting > Financial reports.

  2. Select QuickStart library to view all financial reports included with the Services QuickStart.

To install financial reports:

  1. Go to General Ledger > All > Financial reporting > Financial reports.

  2. From the Create dropdown button, select Create from library.
  3. Optionally select Layout to see what the report contains.
  4. Select Install next to a report you want to install.
  5. Optionally, change the Report name to the report name you want to appear in your company.
  6. Select Save.
  7. When you're finished, select Done to return to the reports library. The installed reports appear in your Financial reports list.

  1. Go to General Ledger > All > Financial reporting > Financial reports.

  2. Select QuickStart library on the upper right of the page.
  3. Optionally select Layout to see what the report contains.
  4. Select Install next to a report you want to install.
  5. Optionally, change the Report name to the report name you want to appear in your company.
  6. Select Save.
  7. When you're finished, select Done to return to the reports library. The installed reports appear in your Financial reports list.

View and install graphs

We also offer premade financial graphs which you can install from the financial graphs library.

To view Services financial graphs:

  1. Go to General Ledger > All > Financial reporting > Financial graphs.

  2. Select QuickStart library to view all graphs included with the Services QuickStart.

  1. Go to General Ledger > All > Financial reporting > Financial graphs.

  2. Select Create > Create from library to view all graphs included with the Services QuickStart.

To install financial graphs:

  1. Go to General Ledger > All > Financial reporting > Financial graphs.
  2. Select QuickStart library.
  3. Select Install along the same row as the graph you want to install.
  4. Optionally, change the name of the graph, then select Save.
  5. When you're done, select Done to return to the Financial graphs list and find the graph there.
  1. Go to General Ledger > All > Financial reporting > Financial graphs.
  2. From the Create dropdown button, select Create from library.
  3. Select Install along the same row as the graph you want to install.
  4. Optionally, change the name of the graph, then select Save.
  5. When you're done, select Done to return to the Financial graphs list and find the graph there.

Configure graphs

If you choose to use these graphs, you may have to set the dimension filter to reflect how your company uses dimensions. Learn more about dimension filters in financial graphs.

To set a dimension filter on a graph:

  1. Go to General Ledger > All > Financial reporting > Financial graphs.
  2. Select Edit beside the graph to which you want to add dimension filters.
  3. Select the Filters dropdown to expand the Filters section.
  4. Set your dimension filters as needed.
  5. Select Save.
  1. Go to General Ledger > All > Financial reporting > Financial graphs.
  2. Select More > Edit beside the graph to which you want to add dimension filters.
  3. Select the Filters dropdown to expand the Filters section.
  4. Set your dimension filters as needed.
  5. Select Save.