Learn how to troubleshoot reports

If a report doesn't display as expected, there are steps you can take to troubleshoot the issues. However, you can shorten the time it takes to get the desired results, if you know what to look for.

Where to begin

Sage Intacct provides five types of reports:

• Standard application reports
• Financial reports
• Custom Report Writer (CRW) reports
• Interactive Custom Report Writer (ICRW) reports
• Interactive Visual Explorer (IVE) reports

Each type of report presents a different challenge when there's something's different than expected. For more information on each of these report types, see Explore reporting solutions.

Standard application reports

Standard application reports are typical to an application. You create the standard application reports for your company, and the problems that you might encounter are specific to that application report.

For tips on how to solve problems that arise with a standard application report, do the following.

1. In the Sage Help Center, go to Reporting > Standard application reports.
2. Select the name of the application in which the report was created.
3. Review the application-specific troubleshooting help.

Financial reports

You can create any number of financial reports, ranging from your typical Profit and Loss report to an infinite array of other reports. The most common areas where problems can occur are with:

• filtering,
• account groups,
• reporting periods, and
• category assignments.

For more information, see Troubleshoot financial reports.

Custom Report Writer (CRW) reports

Custom Report Writer (CRW) allows you to create custom reports with specialized sets of information based on your company data. The following are a few areas to investigate when your troubleshoot CRW reports.

• The order in which you group data affects the report output. For more information, see Order column groups.
• Calculation columns affect report outcome. If you experience problems with a calculation column, you might find a solution by analyzing the CRW example reports.
• Filtering is another cause for unexpected outcomes. Some filters are applied directly to a report, from the report filtering. Other filters can be used on setup components that are included in reports. For more information, see Report filters and Refine filters.

For more information, see Troubleshoot Custom Report Writer reports.

Interactive Custom Report Writer (ICRW) reports

Interactive Custom Report Writer (ICRW) enables you to build reports with access to interactive data analysis in real-time.

ICRW is highly customizable. The flexibilty ICRW offers can make troubleshooting problems that might arise more complex, however. For insights into resolving your specific issue, see the following help pages:

• For a list of common issues and the tested workarounds, see ICRW troubleshooting quick tips.
• For in-depth troubleshooting explanations and resolutions for more specific issues, see the examples listed in Troubleshoot ICRW reports.

Interactive Visual Explorer (IVE) reports

Interactive Visual Explorer (IVE) enables you to create visualizations and reports that provide analytic insights into data trends for your company. IVE is highly customizable. This flexibility can result in unexpected issues specific to your visualization or report.

For insights into resolving your specific issue, see the following help pages:

• IVE troubleshooting tips and tricks
• Visualization shows two different displays