Financial Reporting

Financial Reporting in Sage Intacct encompasses various tools and permissions that allow users to monitor business performance and access relevant data. It includes dashboards, interactive reporting (ICRW), visual exploration (IVE), and pre-built financial reports.

Why it matters

Accountants and controllers rely on financial reporting capabilities to gain insights into company performance, track key metrics, and make informed decisions. Sage Intacct provides flexible tools like dashboards and custom reports to meet diverse reporting needs and control access to sensitive data.

When you use it

**Dashboards:** Provide at-a-glance views of business information through components such as graphs, performance cards, records, and reports; they can be customized for specific roles.
**ICRW Permissions:** User access and functionality within Interactive Custom Report Writer (ICRW) are governed by a combination of company and ICRW permissions.
**IVE Filters:** Filters in Interactive Visual Explorer (IVE) allow users to focus on specific data areas by reducing the amount of information displayed in visualizations.
**QuickStart Library Reports:** Companies set up with QuickStart templates receive a library of pre-built financial reports, including balance sheets, cash flow statements, and profit & loss reports. The available reports depend on the chosen template.

Prerequisites

Financial Reporting requires General Ledger Financial Reporting requires Dimensions Financial Reporting requires Chart of Accounts

Common tasks

Run standard financial reports Build custom reports Set up dashboards Schedule report distribution

Related concepts

Used with

Financial Reporting is used by Budgets

Skill Paths containing this concept

Period close Multi-entity Order-to-cash Ledger foundations

Source documentation

Sage Intacct Help

Neighborhood

Strongest 4 direct relationships

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