5 Ways to Customise Reporting in Sage Intacct

Sage Intacct provides exceptional reporting capabilities, enabling users to create custom, dimensional reports with just a few clicks of a button. In this post we’re sharing some of our favourite ways to customise reporting in SAGE INTACCT.

Businesses often grapple with time-consuming report generation due to manual data collection, disparate systems, data accuracy challenges, and complex formatting needs. Additionally, varying stakeholder requirements and evolving regulatory standards add layers of complexity, making efficient and timely report generation a significant hurdle for many organisations of all sizes.

Future-focused businesses are embracing digitalisation and the power of cloud accounting to simplify their financial management and create the reports they need as and when they need them.

Read on for five useful ways customers customise reporting in Sage Intacct and get the most out of their financial data…

1. Custom Report Writing

Sage Intacct provides a flexible Custom Report Writer tool which allows users to create reports precisely aligned with their business requirements.  Customers can select data elements, define calculations and arrange the layout to visualise the data exactly the way they need and want to.

This level of customisation ensures users can create reports that provide the insights that matter most to their business.

2. Scheduled Report Delivery

Sage Intacct allows you to schedule the delivery of reports to designated recipients at specific intervals. This automation ensures that stakeholders receive crucial financial information without manual intervention. You can set up schedules for various reports, optimising communication and collaboration within your team.

3. Customising Dashboards

Customising dashboards in Sage Intacct enables customers to showcase key performance indicators (KPIs) and critical financial metrics relevant to their business. Widgets can be configured and arranged to present data in easy-to-understand visual formats, empowering decision-makers with real-time information for better and faster decision-making.

Watch our Sage Intacct Dashboards Intro Video

4. Report Groups

Efficiently organise your reports with report groups in Sage Intacct. Grouping related reports simplifies the navigation and access for users, making it easier to find and distribute the right reports to the appropriate individuals.

This feature enhances productivity and ensures that teams can focus on their specific areas of interest.

Sage Intacct Overview

Watch our on-demand demo of Sage Intacct.

5. Interactive Report Viewer

Sage Intacct’s interactive report viewer allows you to delve deeper into your reports. Users can easily drill down to view underlying transactional details, enabling a thorough analysis of the data.

This feature provides a comprehensive understanding of the financial information presented in the reports in an easy to navigate format.

Discover the benefits of choosing Acuity24 as a Sage Business Partner including fixed price services, unlimited service options and flexible payment options.

Book a Call or 1-2-1 Demo

Book a time and date for a call or demo.

Sage Intacct Support

See why Acuity24 may be the best partner for you.

Sage Intacct Support

See why Acuity24 may be the best partner for you.

More Blogs

accountant
Post
The Evolving Accountant; Key Skills for Tomorrow’s Finance Leaders 
Technical expertise, precision and integrity are essential skills in the accounting profession. But as business and technology continue to evolve, today’s accountants need a blend of financial, analytical and interpersonal skills to achieve both career satisfaction and long-term development.   This post explores the key skills needed in accountancy for 2025 and beyond:   Technical and Analytical Expertise Solid technical knowledge remains the foundation of the profession. This…
Read More
sage ai
Post
Sage Ai-powered tools to modernise the month-end close
We’re excited to introduce Close Automation, an AI-powered capability in Sage Intacct designed to help your finance team close faster, stay aligned, and resolve issues before they impact your month-end process. What Close Automation Does: Close Automation is a collection of Sage Ai powered tools to streamline your month-end close.…
Read More
AP and purchasing automation
Post
Workflows Every Finance Team Should Automate
AP and Purchasing Automation in Sage Intacct Managing accounts payable doesn’t have to be time-consuming. With Sage Intacct AP Automation, finance teams are eliminating manual data entry, reducing errors, and speeding up their approval workflows. AP Automation is available in both Accounts payable and Purchasing, leveraging AI to streamline the…
Read More