Navigating Sage Intacct's Financial Report Writer is a key skill for managing and customizing financial reports effectively. This blog, based on the first part of a video series, will guide you through the process of opening and setting up reports in Sage Intacct's Financial Report Writer.
Accessing the Report Writer:
Open the menu in Sage Intacct.
Navigate to 'Reports' and select 'Financial Reports'.
Here, you have the option to add a new report or edit an existing one.
Setting Up Report Information:
Once in the Financial Report Writer, use the 'Report Info' tab to set up your report.
Name your report clearly for easy identification.
Choose a report type and audience. These settings help filter the reports list for easier searching.
Activating or Deactivating Reports:
Decide whether the report should be active or inactive.
Active reports appear in menus and by default on the reports list.
Inactive reports are hidden unless you choose to show inactive reports in the reports list.
Selecting Report Structure:
For new reports, you can choose the report structure based on accounts or dimensions.
Accounts are the default structure for financial reports.
Dimensions allow for advanced report building (though this will not be covered extensively in this part of the series).
Utilizing Important Functions:
At the top right of the interface, you'll find options like 'Duplicate', 'Save and Done', and 'Save As'.
When editing an existing report, it’s advisable to duplicate the report first, make modifications, and then decide whether to replace the original report with your edited version.
By following these steps, you can effectively open and begin setting up your financial reports in Sage Intacct's Financial Report Writer.
For a more detailed walkthrough and additional insights, watch the full video tutorial here: Sage Intacct Financial Report Writer Series Part 1: Opening the Report Writer. This video will provide a visual guide and further explanations to enhance your understanding of managing financial reports in Sage Intacct.