Step-by-Step Guide

Accessing Financial Reports

1. Navigate to Reports Center:

• Start by accessing the Reports Center in Sage Intacct.

2. Select a Report to Customize:

• Choose a financial report, such as the 'Balance Sheet Condensed', to modify.

Editing the Report

1. Enter Financial Report Designer:

• Find the report you want to edit under the financial reports category.

• Click on the 'Edit' button for the desired report.

2. Focus on Rows Tab:

• In this tutorial, we will concentrate on customizations within the 'Rows' tab.

Customizing Rows

1. Understanding Row Layout:

• Review the layout of the rows, which should mirror the report structure.

2. Display Settings for Rows:

• By default, rows with no activity during the report period won’t show unless marked as 'Always Display'.

3. Expanding and Collapsing Rows:

• Decide whether rows should be expanded or collapsed by default.

• Adjust the 'Detail Level' to 'Summary' for a condensed view.

4. Account Groups and Rows:

• Understand that rows in reports are powered by account groups in Sage Intacct.

Modifying Account Groups

1. Accessing Account Groups:

• Go to the General Ledger and review existing account groups.

• Account groups determine the structure of the rows in the financial report.

2. Understanding Account Group Types:

• Familiarize yourself with different types of account groups, such as groups of account groups, accounts, categories, and statistical categories.

3. Viewing Account Group Hierarchy:

• Use the 'Hierarchy' button to understand the structure of account groups.

4. Editing Account Groups:

• Edit existing account groups or create new ones to adjust the report structure.

• Utilize the editor to specify account ranges and set calculation methods.

Applying Changes and Previewing

1. Saving Changes:

• After making adjustments in the report designer, click 'Save'.

2. Previewing the Report:

• Use the 'Live Preview' feature to see how the changes affect the report.

Advanced Customizations (Optional)

• Computational Account Groups:

• Create computational account groups for advanced calculations in financial reports.

• Dimensional Filters:

• Apply filters based on dimensions like departments or employees to refine account groups.

Conclusion

• This guide covers basic steps to customize financial report rows in Sage Intacct, focusing on account group adjustments. For more advanced features and detailed explanations, refer to the source video.