Report groups list

A report group provides allows you 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 that runs all the member reports immediately or according to schedule.

You can use the Report groups page to perform the following tasks:

  • View a list of report groups in your company.
  • Schedule an exact date and time to run a specific report group.
  • Run a specific report group on demand (immediately).
  • Delete a report group.
Subscription

Any application
Regional availability

All regions

User type

Business, Employee, Approval
Permissions

List Memorized Report Groups

View Report groups

You can access a list of report groups on the Report groups page in a few easy steps.

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

Run a report group on demand

You can run a report group on demand (immediately) instead of waiting for the report's scheduled run time. You can also schedule an "off-cycle" run–that schedules a group to run on any day other than its regularly-scheduled day.

Reports run within the report group based on the As Of date, location, or department you provide. When the reports are ready, you can view them on the My stored reports page, available from the application in which you requested the report to be stored.

Report groups that are Public are available to any user with permissions to memorized report groups. If a report group is private, you can edit or run the report group only if you are the report owner or if you have administrator privileges.
  1. Go to the Reports groups page and find the desired report group.
  2. Select Run beside the name of the report group.
    The Storage Options page appears.
  3. In the Run this report section, specify the necessary filter options:
    • 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. If you selected Store in cloud, specify the following 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 have 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.
  5. 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. For a report group with 1 or more graphs or a cover letter, it's recommended that you choose PDF as the Report type.
  6. Select OK.

Report group tips and tricks

  • 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, if you want to filter a report group by location, add a location prompt to the ICRW reports that are in the report group.
  • If you have numerous entities, the location box can save you significant setup time. Create 1 generic report group without a location; when you run this generic report, specify the location you want. This saves you time you would otherwise spend setting up and maintaining multiple report groups per month per entity or location, or editing each report location prior to the group's scheduled run.
  • To learn about the different ways you can save reports, see to Store reports.
  • You run a report group monthly, but need to wait until all of your numbers are in. When you run a report group on demand you can include the latest numbers using "as of" a prior date to effectively backdate the report group while including the latest data.
  • You don't know exactly when to expect the numbers you need for 1 or more of your reports.
  • You're in the middle of a period and want to run a report group to review progress.

Running a report group on demand provides the report in the time it takes for it to run. Reports run on a schedule generally run in the evening and aren't available until the following business morning.

You can only backdate the As Of Date if you are using a standard reporting period. You cannot backdate the As Of Date if you are using a custom reporting period. To review the list of standard reporting periods, go to Reports > Setup > More > System reporting periods.

View reports in a report group 

You can view the reports that belong to a report group.

  1. Go to the Report groups page and find the desired report group.
  2. Next to the report group, select View report .
  3. Go to My stored reports to view the list of reports that belong to the report group.

Change ownership of a report group

Administrators can reassign the ownership of a report group. This is necessary when a report group is owned by an employee who has left the company.

  1. Go to the Report groups page.
  2. Find the report group name and select Edit next to name.
  3. On the Report group information page, select the new owner from the Report owner dropdown list.

Delete a report group

You can delete any report group that you own unless it has been used in a transaction. You delete a report group from the Report Groups list.

Administrators can modify or delete any report group, even those created by others, for maintenance purposes.
  1. Go to the Report groups page.
  2. Find the report group you want to remove and select Delete next to name.
  3. Select OK to confirm that you want to delete the report group.