Introduction
Sage Intacct’s financial reports provide crucial insights, but businesses often need customized reports that align with specific financial structures and KPIs. Creating tailored financial reports in Sage Intacct helps companies analyze performance trends, forecast growth, and make data-backed decisions. This guide outlines how to build reports that fit your exact needs.
"AccFin Outsourcing helps businesses maximize their financial efficiency with expert Sage Intacct solutions. From custom dashboards to automated workflows, our specialists ensure seamless ERP optimization."
Steps to Customize Financial Reports
- Go to Report Center – Navigate to Reports > Financial Reports and select New Report to begin customization.
- Choose Dimensions & Metrics – Add departments, locations, vendors, and custom fields for deeper insights.
- Apply Formulas & Filters – Use custom formulas for calculations and filters for specific data views.
- Schedule & Export – Automate report generation and export in PDF, CSV, or Excel formats for easy sharing.
- Refine & Update – Continuously refine reports to ensure they meet evolving business needs.
📩 **Need help creating custom reports? Contact AccFin Outsourcing for expert Sage Intacct consulting!