In the video library
Video Library
Reporting
Basics
Introduction to Sage Intacct reporting
Learn about Sage Intacct's comprehensive suite of reporting tools designed to enhance financial insights and decision making.
Webinar: The ABCDs of reporting
Watch this popular webinar that provides a detailed view and best practices of reporting.
Webinar: Advanced reporting
Craft a story about how your business is doing. In this customer meetup, you'll explore what you can do with advanced financial reports, interactive custom reports, and interactive visual reports.
Dimensions
Dimensions: What are they and how do they work?
Explains dimensions and how they can help you gain insight into your organization's financials.
Accounts and dimensions in Sage Intacct
Demonstrates how dimensions allow for detailed grouping, sorting and filtering and how they are separate from accounts.
Create dimension groups
Shows how to create dimension groups, including setting the group type, sort order, and filtering by customer name and taxable status.
Create a custom field
Learn how to create a custom field on a dimension.
Add dimension attributes to a financial report
Shows how to enhance a financial report by adding dimension attributes to display additional customer information.
Configure automatic posting
Shows how to configure automatic posting based on dimension criteria.
Explore flat dimension structures
Shows how to view details for a customer dimension structure.
Automatically create flat dimension structures
Shows how to automatically create dimension structures.
Create a hierarchical dimension structure
Shows how to create a hierarchical dimension structure.
Standard reports
View a standard report
Shows how to view and run a standard report.
Memorize a standard report
Shows how to memorize a standard report.
Use books in standard general ledger reports
Shows how to view user-defined books in standard general ledger reports.
GL: Dimension Balances report
Easily view the balances for one or more dimensions, for a selected period.
Create reporting account sets
Shows how to create a reporting account set to view reports using an alternate set of account names.
Auto-create gain/loss JEs from revaluation reports
Automate your revaluation process by automatically creating journal entries for unrealized gain or loss.
Financial reports
Webinar: Going beyond financial statements with Financial Report Writer
In this customer meetup recording, an expert demonstrates how to create financial reports using dimension groups and structures.
Create a financial report
Shows how to create a new financial report.
Create a dimension-based financial report
Shows how to create a dimension-based financial report.
Run a financial report
Shows how to run a financial report.
Use dates and filters in financial reports
Understand how column dates and As of dates work in financial reports.
Filter a financial report
Shows how to filter a financial report.
Create and filter account groups
Explains how to create and filter account groups.
Manage and organize account groups
Learn how to use fields that define the Account Group Purpose and Account Group Manager.
Expand columns by dimensions
Shows you how to expand columns by dimensions in a financial report.
Expand columns by dimension structures
Shows you how to expand columns with dimensions by modifying an existing report's columns using dimension structures.
Expand rows by dimensions
Shows you how to expand rows by dimensions in a financial report.
Find and organize reports
See search in action, plus learn how to organize reports by type and audience for flexible filtering.
Add a row calculation
Shows how to create a report that uses statistical and computation account groups to show calculations in a row on a financial report.
Add a column computation
Shows how to add a column computation to a financial report.
Add a computation account group
Shows how to add a computation acount group.
Add a percentage of amount column
Shows how to add a percentage of amount column.
Add a statistical account group
Shows how to add a statistical account group.
Add a summary column
Shows how to add a summary column to a financial report.
Compare columns by time periods
Shows how to compare data in columns across time periods.
Create groups of account groups
Shows how to create groups of account groups.
Filter columns by dimension structures
Shows how to filter columns by dimension structures.
Modify the Account name and Actual columns
Shows how to modify the settings for the Account name and Actual columns in a financial report.
Purchasing commitments financial report
Shows how to include a user-defined book in a financial report. The example includes committed purchase orders in a report.
Use books in financial reports
Shows how to include a user-defined book in a financial report. The example includes the RealEstate book in a report.
Financial graphs
Create a financial graph organized by data series
Shows how to create a financial graph. The example shows how to create a graph organized by data series.
Create a financial graph with reporting period comparisons
Shows how to create a financial graph. The example shows how to create a graph with reporting period comparisons.
Create a waterfall graph
Shows how to use dimension structures to create a waterfall graph.
Dashboards
Explore dashboards
Walks you through how to navigate and use dashboards in Sage Intacct.
Create a dashboard
Shows you how to create a new dashboard.
Build a dashboard in 10 minutes
This customer webinar shows you how to quickly build a new dashboard with the data and tools you need to improve your productivity.
Add a record component
Shows you how to add a record component to a dashboard.
Add a chart component
Shows you how to add a chart component to a dashboard.
Add a report component
Shows you how to add a report component to a dashboard.
Modify a dashboard
Shows you how to modify a dashboard and its components.
Add a performance card
Shows you how to add a performance card to a dashboard.
Dashboards: Closed Thru Summary component
Get visibility into your close process by adding the Closed Thru Summary component to a dashboard.
Custom Report Writer
Introduction to Interactive Custom Report Writer
An overview of this powerful custom reporting tool that allows you to build reports to meet your company's specific needs and work on real-time data.
Customer meetup Webinar: ICRW
Experts discuss how Interactive Custom Report Writer and other modules help improve your efficiency and productivity.
Create a new report from the report library
See how to browse the library for pre-created reports that you can use as-is or adapt for your needs.
Create a new interactive custom report
Shows how to create a new ICRW report.
Add a calculation column
Shows how to add a calculation column to an ICRW report.
Add a custom calculated item
Shows how to add a custom calculated item to an ICRW report.
Add a report to a dashboard
Shows how to add an ICRW report to a dashboard.
Add filters
Shows how to add basic filters to an ICRW report.
Use a filter in a calculation column
Shows how to use a filter within a calculation column in an ICRW report.
Use the Keep Only selection step
Shows how to use the Keep Only selection step to filter data in an ICRW report.
Add a local date and timestamp to a report
Shows how to create a calculated column to add a local date and timestamp to an ICRW report.
Time series functions
Demonstrates new time series functions in ICRW and IVE.
Use conditional formats
Shows how to use conditional formats in ICRW.
Sort and add totals
Shows how to sort data and add totals in an ICRW.
Set permissions and add reports to the menu
Shows how to control access to an ICRW report, including making a report available on the menu.
Assign Interactive Custom Report Writer Designer permission to a role
Learn about the different types of permissions available in ICRW and how to grant designer access.
Format column data
Shows some of the format options for columns in ICRW.
Format alternate rows and subtotals
Shows some options to format rows in ICRW. The example shows how to format alternate rows and subtotals.
Deliver visualization insights with Interactive Visual Explorer
Demonstrates how to capture important details and trends into visualizations with IVE.
Create a report visualization in Interactive Visual Explorer
Shows how to create a new report visualization in Interactive Visual Explorer.
Format and filter a report visualization in Interactive Visual Explorer
Shows how to format and filter a report visualization in IVE.
Add calculations to a report visualization in Interactive Visual Explorer
Shows how to add a calculation to a report visualization in IVE.
Create a new visualization
Shows how to add data elements to a canvas to create a visualization for analyzing data (no audio).
Visualization properties
Shows how to change the appearance of data elements for a visualization (no audio).
Filter data in visualizations
Shows how to add visualization filters to specify the data displayed on the canvas (no audio).
Visualization toolbox
Shows how to use the Visualization Toolbox to manipulate the data elements within your visualizations (no audio).
Canvas and visual properties
Shows how to use the visual properties to manage your canvases (no audio).
Data panel calculations
Shows how use calculations to add new data elements to your visualizations (no audio).
Build stories and presentations
Shows how the Narrate workspace helps you build and create presentations based on your visualizations (no audio).
