Tip of the Week: Filtering Standard Reports in Sage Intacct

How to Filter Standard Reports in Sage Intacct

There are many filtering options in Sage Intacct which allow you to get really specific with your analysis.

In this tip of the week, we’ll run through the filters for Standard Reports and share some handy keyboard shortcuts.

Click to expand the images for easier viewing.

You can select any standard report you like, but for demonstration purposes, we’ll be looking at a General Ledger report.

Navigate to: Applications > General Ledger > All > General Ledger

As you can see, there are many different filters that we can choose from.

We’ll run through a few of these and what they mean in more detail.

Let’s start with the ‘As of date’ which allows you to choose a specific time period you’d like to view a report for.

Here are some handy keyboard shortcuts you can use for any date fields in Sage Intacct:

• T – today’s date
• W – first day of the week
• K – last day of the week
• M – first day of the month
• H – last day of the month
• Y – first day of the year
• R – last day of the year

If you keep pressing the shortcut you can keep moving forward or back between the weeks, months or years.

‘Reporting book’ is the reporting book you’d like to report on.

In this case, we’re going to keep it on the ‘Accrual’ option. But you have the option to create your own reporting booking if you’d like to.

‘GL account number selection’ is where you select what GL accounts you’d like in the report.

There are a few different ways you can do this. For example, you could use the ‘Range’ option to select all the accounts within a certain range or select from the ‘Account group’ field.

If you have any non-financial data which you’d like to include such as headcount, tick the ‘Include statistical accounts in output’ checkbox.

Next is the ‘Dimension filters’ section.

The ‘Location’ field is required and allows you to choose which locations you’d like to report on. In this example, we’re going to select ‘USA-All Locations–North Region’.

If we scroll down, you can see the rest of the options under ‘Dimension filters’.

There are more options such as customer, supplier, employee, item or customer type.

Dimensions can also be used to structure your report.

Under ‘Show dimension values’ if you click ‘Add or edit’ you can select dimensions to have as individual columns in the report.

‘Show transaction presentation’ allows you to choose how detailed your report will be.

Right at the bottom of the page under ‘Titles’ you can edit the report titles and footer text.

Press ‘View’ near the top right to see how your report is going to look.

When your report is ready, you have a few sharing options:

• Print
• Email
• Add to dashboard
• Export