Delete, inactivate, or reactivate a financial graph

Although graphs can be added to most menus in Intacct, they are created and managed from the Reports center or Financial graphs list.

Prerequisites

Access to financial graphs can vary depending on your permissions. The ability to view, add, and edit financial graphs is controlled by separate General Ledger permissions.

Make sure that you have all of the necessary permissions when working with financial graphs.

When to inactivate

When you delete a report or graph, it is gone forever. You cannot recover deleted objects. Making a report or graph inactive removes it from the list, while still being available should you need to make it active again.

Inactivating a report or graph is preferred over deletion. That way it is still available, maybe even years later. For example, as the result of an audit or, should a copy of the report be needed for legal reasons, you can reactivate and run it. If the graph or report was deleted, you would have to completely recreate it.

By inactivating a report or graph, no one can use it and it does not appear in lists. This safeguards the original while you make changes to a copy. You are assured the original report or graph is safe should you ever need to restore it.

Inactivate a financial graph

Inactivating a report removes it from lists within Intacct. Additionally, if you inactivate a graph, it won't appear on the Financial graphs list unless you select the Include inactive option at the top of the list.

  1. Go to Reports > All > Core > Financial graphs.

  2. Locate the graph and select Edit.
  3. Select the status Inactive.
  4. Save the graph.

  1. Go to Reports > All > Core > Financial graphs.

  2. Locate the graph and select More > Edit.
  3. Select the status Inactive.
  4. Save the graph.

Reactivate a financial graph

If you inactivate a graph and later want to reactivate it, you first need to be able to see the graph in the list.

  1. Go to Reports > All > Core > Financial graphs.

  2. At the top of the list, select Include inactive.

    The most common reason that you do not see this feature is that you're using a custom view.

    When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

    To see the options again, switch back to View All. See Custom views for more information.

  3. Locate the graph and select Edit, then set the status to Active.
  4. Save your changes. The graph is now active again.

  1. Go to Reports > All > Core > Financial graphs.

  2. Select Filters, then select Remove next to the filter for Active.

  3. Select Apply to show the inactive graphs.

  4. Locate the graph and select More > Edit, then set the status to Active.
  5. Save your changes. The graph is now active again.

Delete a financial graph

Deleting a financial graph removes it completely. If you are sure you never want to use it again, delete it. Otherwise, consider making it inactive.

You can configure the system to warn you when you're about to delete a graph. Select your login name on any page, then choose My preferences, and on the Preferences page, select the Warn on delete checkbox.

  1. Go to Reports > All > Core > Financial graphs.

  2. Locate the graph to delete and select Delete.

    Depending on your user preferences, the system might prompt you to confirm the deletion.

  3. Select OK to confirm.

  1. Go to Reports > All > Core > Financial graphs.

  2. Locate the graph to delete and select More > Delete.

    Depending on your user preferences, the system might prompt you to confirm the deletion.

  3. Select Delete to confirm.