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Tackle Your Reporting with Sage Intacct’s Interactive Custom Report Writer

Tackle Your Reporting with Sage Intacct’s Interactive Custom Report Writer

By: Dean Dorton | March 22, 2019

Accounting and Financial Outsourcing | Accounting Software | Sage Intacct

Challenger Deep, located in the Pacific Ocean’s Mariana Trench, is the deepest spot on Earth—more than 35,700 feet. Getting there is a major feat; only four descents have ever been completed. As a finance leader, you often have reporting challenges that rival accessing Challenger Deep. You’re plunging unknown depths to address complex issues.

To succeed in your mission, you need to know exactly what you’re going to get and get exactly what you need. That’s why the Sage Intacct Interactive Custom Report Writer is so essential for you and your finance team. This modern, visual reporting tool delivers ease and speed of report creation, an enhanced user experience, and the analytical tools to address complex reporting needs.

Discover how Sage Intacct Interactive Custom Report Writer can help you beat your toughest reporting challenges:

Challenge 1: Inability to visualize the report. With the Interactive Custom Report Writer, you’ll see live production data while you’re building—no more guessing about what a report will look like. You can build reports quickly with hierarchical field selection, drag and drop, automatic formatting, and simple subtotals. What’s more, available report information is personalized to the user’s system access and permissions. And you can easily copy and modify your existing reports to save time and effort- who doesn’t want to save time in their day?!

Challenge 2: Poor report usability. Now you can create visually appealing reports that have a modern look and feel, along with a high degree of flexibility. Aggregated and summarized information make reports easy to consume. You and your team can drill, pivot, filter, sort, prompt, and expand reports to answer specific business questions. You can even add conditional formatting and color to draw attention to important information and trends—especially helpful in large sets of data. When you want to get to the detail behind the numbers, you can drill down all the way to the transactions. 

Challenge 3: Can’t address sophisticated reporting requirements. Bye-bye spreadsheets! An advanced analysis no longer includes a trip to Excel. You can create formulas for everything, from basic computations to complex calculations based on date and calendar functions. You can also add in conditional logic with case and if statements. Rolling sums and aggregations provide intelligence within the report. You can even reorganize and summarize columns and rows with pivot tables. In short, you can develop reports on the exact metrics you need for your organization to grow and thrive.

Challenge 4: Getting Sage Intacct Interactive Custom Report Writer. It’s simple! For existing Sage Intacct users, the custom report writer is a module that can be easily added with no implementation effort or implementation cost on your part. And if you’re not a Sage Intacct user yet, turn to the accounting technology experts at Dean Dorton. We’re committed to helping you every step of the way, from system selection to implementation and ongoing support. Contact us for a free consultation today.

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