Custom Reporting & Dashboards in Sage Intacct
Isn’t it time to fully take advantage of your new ERP? Quickly transition from the basics to a highly customized set of dashboards which your users will love (and actually use)! We’ve built hundreds if not thousands of custom reports and dashboards in Sage Intacct and believe that more than any other feature, this is where the average implementation tends to fall short. During sales demos of the product, everything focuses around dashboards and reporting, but what we’ve seen in practice is that given the tendency to push the creation of these towards the end of an engagement, most clients never quite get around to getting the reporting they truly need.
Regardless of which type of report or dashboard component you need, or if like most people you aren’t sure and don’t want to muddle around in the details in the first place, you just want the data you need to make better, timely decisions, we’ve got you covered.
Financial Report Writer
You may already be familiar with the multitude of Financial Reports which ship with Sage Intacct right out-of-the-box and admittedly they’re great. But not all organizations were meant to live within the box!
Maybe your chart of accounts is more than a little unique and the standard categories don’t reflect how you want to report your financials, or maybe you’re looking to get deeper insights into your business by leveraging the multitude of dimensions in Sage Intacct in a deeper way, or maybe you have stakeholders who just can’t stand those few formatting quirks that don’t align with their preferences - whatever the case, if you’re looking for a little help going from dream to reality when it comes to the Financial Report Writer, we’ve got you covered.
Interactive Custom Report Writer
The Interactive Custom Report Writer, also known as ICRW, is the most powerful reporting tool offered within Sage Intacct and one of our specialties. If you’re looking to take you’re reporting and analytics within Sage Intacct to the next level, particularly if you want to get to the nitty-gritty details, create complex calculations via formulas, or combine data from multiple areas of the system using custom SQL, we’d love to help.
One of the more technical areas of the system, this really is the place where you can build just about anything you can dream. Need the data formatted in a very particular way, want to let end users customize their version of the report on the fly, or need to drill-down into all-kinds of underlying details, then this one is for you.
Custom Report Writer
Great for quickly building tabular reports that expose the detail you may need which isn’t available in the Financial Report Writer without the time investment that ICRW takes, the Custom Report Writer (sometimes known as the Original Custom Report Writer), might be exactly what you’re looking for. While the interface is intuitive and simple to use, sorting through the hundreds of data sources and selecting correctly from the thousands of available fields without creating a report that returns confusing results can be no small task. Luckily, we’ve been around the block a time or two and can quickly help you get the data that you need from this reporting tool.
Unfortunately Dashboards seem to be one of the most under-utilized portions of the system. But the good news is, they’re incredibly powerful and not nearly as difficult to set up the way you want them as it may seem. Not only can these provide valuable insights into your business at a glance, but they’re also a great way to consolidate the exact information, links, and instructions to help empower your users to expedite their adoption of Sage Intacct ERP. Shoot us a note to find out more!