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Vision33 Blog

Insights to Transform Your Business

Sage Intacct's Interactive Custom Report Writer Delivers Fast, Real-Time Advanced Reporting

Posted by Vision33 on Jan 22, 2021 4:22:09 PM


Sage Intacct’s Interactive Custom Report Writer (ICRW) is a modern, visual reporting tool that makes report creation fast and easy, enhances user experience, and delivers the analytical tools needed for complex reporting.

The ICRW offers a rich variety of visualizations that let you drill, pivot, and filter data easily. When creating a report, you’ll be able to drag-and-drop columns and fields to create the report layout your team wants. ICRW brings powerful business intelligence capabilities to operational reporting in Sage Intacct, so you can speed up analysis and decision-making by seeing things as they are.

Get to what matters most with interactive analysis. Create in-depth reports with the ICRW while interacting with real-time data needed to make important decisions. Streamline your reporting process, reduce the need for spreadsheets or other reporting tools, and gain insightful business intelligence.

Take reporting at your organization to the next level and get visual—with Intacct’s Interactive Custom Report Writer.

Build Basic Reports Quickly and Easily

You don’t need to guess about what a report will look like: you’ll see live production data while you’re building. Simply drag-and-drop columns and fields to create report layouts that meet your exact reporting needs. Or you can easily copy and modify your existing reports to save time and effort.

Building reports is quick and easy with hierarchical field selection, automatic formatting, and simple subtotals. Start with transactional details then add on columns of related data as needed. Available report information personalizes to the user’s system access and permissions.

Interactive custom reports improve visibility and save time, empowering your business’ growth. Live preview, grouping, subtotaling, formatting, and column calculation capabilities enable users to present data in an interactive, impactful way—virtually eliminating the need to work offline.

Sage Intacct ICRW

Improve Report Visibility for End Users

Intacct’s ICRW empowers you to create visually appealing reports that have a modern look and feel, along with a high degree of flexibility for the report user. Reports are easy to consume because ICRW aggregates and summarizes the information. Plus, users can drill, pivot, filter, sort, prompt, and expand reports to answer specific business questions—or add conditional formatting and colour to draw attention to important information and trends.

Reports are available in several formats including Adobe PDF, Microsoft Excel, Microsoft PowerPoint, Data formats (CSV, Tab Delimited, XML), and more. Since more people need to view reports than create them, the ICRW also has several options for user roles, including:

  • Business Users: Add, edit, delete, and run reports
  • Employee Users: Only run reports
  • Project Managers: Add, edit, delete, and run reports
  • More: Set up user access exactly as you need it

What would your dream financial report look like? When you combine the transformational power of Sage Intacct’s core financials with the strength of the Interactive Custom Report Writer, you unlock a new level of financial management for your business. With Intacct’s ICRW, your dream financial reports become a reality.

Address Complex Reporting Needs

Sage Intacct’s Interactive Custom Report Writer gives you the insights needed to streamline day-to-day tasks, rapidly respond to internal and external “customers”, and manage operational performance.

Calculated columns with date, calendar, and math functions let you build in analysis. You can add conditional logic with case and if statements. Rolling sums and aggregations provide intelligence within the report. You can even reorganize and summarize columns and rows with pivot tables.

All it takes are one or two high-impact reports each year and you save enough on consulting costs and/or internal resources to justify your investment. You can then apply your savings to higher business-impacting decision-support—leading to increased revenue, gross margin, spend management, cash flow, and audit/reporting transparency due to more effective analytics in your business.

The ICRW puts control over financial reporting into your hands. To see what it looks like in action, watch this quick 3-minute demo on the value of Sage Intacct’s Interactive Custom Report Writer. Learn how you can get the reports you want, exactly when and how you want them—so you can get out of Excel and get back to the work that truly matters.

Learn More About Sage Intacct and the Interactive Custom Report Writer

With Sage Intacct's financial reports, you get the agility and flexibility to quickly slice-and-dice the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments. And when you have new questions, dive deeper with custom reports, dashboards, or visualizations. Reach peak performance with fast answers for confident decision-making.

If you have questions regarding Sage Intacct or the Interactive Custom Report Writer, let’s talk. Vision33 has more than 20 years’ experience as a trusted Sage partner, and is ready to help you make informed decisions about the right technology solutions for your business.

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Tags: Analytics, Reporting, sage, Sage Intacct, Cloud Financials