ADVANCED REPORTING

New IVE workflow walk-through examples

Interactive Visual Explorer (IVE) enables you to explore data with visualizations that illustrate your data's story. The workflow walk-through examples are step-by-step guides for using calculations, filters, and applying different visualizations to analyze data from different perspectives. This capability allows you to fully explore correlations and patterns, and discover trends.

IVE requires a separate subscription. To purchase or enable an IVE subscription, contact your Sage Intacct account manager.

Details

The following workflows walk you through creating visual boards, applying calculations, and exploring the data with a variety of visualization types. Each workflow provides tasks that build on one another. It is recommended that you complete the workflows in the order listed.

  • Workflow 4: Projects and tasks performance shows you how to create Project Overview report, apply calculations, and then explore projects and tasks with a variety of visualizations.
  • Workflow 5: Projects sales order performance shows you how to create a project that allows you to explore and analyze trends in company transactions across Projects and Tasks.
  • Workflow 6: Narrate and present shows you how to construct a story with your visualizations and share the presentation.

How it works

  1. Launch Interactive Visual Explorer.

  2. Go to Sage IntacctHelp > Reporting > Advanced Reports > Interactive Visual Explorer.

  3. Select IVE workflow walk-throughs.

  4. Review the IVE workspace QuickStart.

  5. Begin with Workflow 1: Report and chart visualizations.

Permissions and other requirements

Subscription

Interactive Custom Report Writer
Regional availability

Any
Permissions Run, View, List, Add, Edit, Delete
Dependencies or other requirements

Access to data in that you are running.

Interactive Visual Explorer (IVE) requires a separate subscription. For more information, Contact your Sage Intacct Account Representative.