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Explore reporting solutions

Sage Intacct offers a suite of reporting solutions that you can use to meet your business needs.

For a quick look into Sage Intacct's comprehensive reporting solutions, watch the Introduction to Sage Intacct reporting video.

Select a thumbnail Example in the following table to view the full-size report.

Sage Intacct reporting solutions
Reporting solution Example

Standard application reports

  • Prebuilt reports for each application
  • Cannot be edited
  • Limited customization options

For more information, see About standard application reports.

General Ledger standard report

A detailed example of a General Ledger Report settings for on premises services, on demand support, office expenses, and advertising.

Financial reports

  • Build reports with financial balances
  • Based on account groups
  • Compare budget to actual
  • Expand by time periods and dimensions
  • Run and customize financial reports from the library

For more information, see Financial reports.

Financial Statement of Operations

Statement of Operations financial report showing revenue, cost of goods sold, and expenses for month ending October 31.

Custom Report Writer (CRW)

  • Build reports for each application
  • Based on predefined data sources
  • Include fields from related objects

For more information, see Welcome to Custom Report Writer

Customer line-aging report

An example of a custom report created with Custom Report Writer.

Interactive Custom Report Writer (ICRW)

  • Requires an additional subscription
  • Build reports for each application
  • Based on predefined reporting areas
  • Include fields from related objects
  • Add pivot tables to expand by time periods and dimensions
  • Add complex column calculations that use function

For more information, see Introduction to ICRW video and ICRW learning journey.

AP Bills Analysis with Subtotals report

A bills analysis report with subtotals for each location name. The columns include location name, vendor ID, vendor name, bill number, date, account number, and transaction amount.

Interactive Visual Explorer (IVE)

  • Requires an additional subscription
  • Work with the extensive array of IVE visualization types
  • Create visualizations for each application
  • Based on predefined reporting areas
  • Include fields from related objects
  • Add pivot tables to expand by time periods and dimensions
  • Add complex calculations that use function

For more information, see the IVE learning journey.

IVE visual board with pivot table, combo, line, and donut chart visualizations.

Four visualizations illustrate a pivot table, combo chart, line chart, and donut chart, exploring the data in different ways.

Compass icon on the far left of Explore, discover, learn heading.

Subscription

For standard reports: relevant applications (for example, to use standard reports for Inventory Control, you need a subscription to Inventory Control)

For financial reports: General Ledger

For custom reports: Customization Services or Platform Services

For interactive custom reports: Interactive Custom Report Writer

For interactive visual reports: Interactive Visual Explorer
Regional availability

All regions

User type

Custom report writer: Business

Interactive Custom Report Writer:

  • Designer: Business, Project Manager, Warehouse
  • User: Run-only

Interactive Visual Explorer: Business, Project Manager, Warehouse
Permissions

Custom Report Writer, Interactive Custom Report Writer, Interactive Visual Explorer:
List, View, Run, Add, Edit, Delete

Access to the data in the report or visual board

Next steps

Reports transform data into information that you can analyze and gain insights. Explore the following topics for an in-depth view of the potentials you can realize through the various forms of reporting.

Interactive tiles with links for more information on report planning, permissions, Reports Center, report libraries, report filters, report setup, videos, and training.