Financial Reporting Tips and Tricks – 7 Tips to Creating Financial Reports Easily

Creating Financial Reports with Sage Intacct is extremely powerful with its built-in Financial Report writer.


Below are the top 7 tips for creating financial reports within Sage Intacct.

Tip 1: Use Account Categories.  When setting up a new General Ledger Account, make sure you enter in a Category for each account:

You can always modify your Account List View to make sure each account is associated with a category.  See our video on List Views here:

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Or you can make a Smart Rule to make the Category a required field during the creation.

Tip 2: Use Account Groups, so you can easily combine accounts and categories together.   If you are using Account Ranges use the lowest and uppermost possible value possible, even if it does not exist, so new accounts will be added automatically to the group.

Tip 3: Install the Reports from the QuickStart Library.  Why reinvent reports from scratch?  By going to the QuickStart Library, you can install prebuilt reports and then modify them for your requirements.

Tip 4: Don’t Modify Reports that work, Duplicate them.  By Duplicating a report, you make changes without affecting a production report.

Tip 5: Be Careful with Filters – The more prompts you put on the report allows the users to potentially put too many filters and not get the data they want.

Tip 6: To Keep all your reporting formatting the same, you can copy the report format from another report.

Tip 7: Don’t forget to set the permissions of the report in the report set up.  Do not give access to people until the report is 100% ready.


ETHOSystems has put together a video detailing these Financial Training and Tips:

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If you have any questions about Sage Intacct or creating financial reports, please contact us here at ETHOSystems!

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