Sage Intacct Business Intelligence

Introduces the core concepts behind dimensions, including how they function, the different dimension types available, how dimension relationships work, and why they matter for financial reporting.

Helps identify the right report for a specific business need, using examples such as vendor payment reports and account statement reports.

Covers nonprofit-specific reporting tools, including account categories, dashboards, financial reports, and traditional fund accounting.

Provides guidelines for using Accounts Payable, Accounts Receivable, Cash Management, and Contracts within a multi-entity company.

Covers the Classes dimension, including how class groups are configured, managed, and used to filter reports and dashboards, plus field-level reference and renaming guidance.

Closed books overview, part of Close Assistant, shows the latest period each entity has closed across an organization, listing the date each application closed through for General Ledger, Cash Management, Accounts Receivable, and Accounts Payable depending on subscriptions.

Covers building reports with the Custom Report Writer, plus adding them to dashboards, copying them between companies or entities, and turning report data into graphs.

Covers the Departments dimension, including how department groups filter reports and dashboards, permission requirements, and how to manage department records and their parent locations.

Walks through the Custom Report Wizard step by step, covering how to select the underlying data source, format charts, and add and organize runtime prompts.

Reports on MEA allocations and deferred revenue, including current balances, forward-looking forecasts, and multi-currency revaluations.

Provides sample Custom Report Writer reports — covering user permissions activity, ownership consolidation by GL account, and all-user permissions — that can be used as starting points.

Covers how to create, configure, and remove dimension groups, which bundle related dimension members together for use as report and dashboard filters.

Covers configuring, customizing, and troubleshooting Copilot's automated Variance Analysis feature.

Uses AI-assisted Copilot Variance Analysis to flag and explain notable differences between actual results and budget, with configurable email alerts.

Covers creating new dashboards, cloning existing ones, setting who can access them, and a field-by-field reference for dashboard setup.

Covers the Locations dimension, including how location groups filter reports and dashboards, plus how to add, reparent, inactivate, or delete individual location records.

Covers the types of content that can be added to a dashboard, including attachment links, custom navigation menus, billboard text banners, and a view of when books were last closed.

Introduces the Sage Copilot interface and answers common questions about using it.

Offers fixes for common dashboard problems, including a dashboard that won't delete, unexpected consolidation book dates, missing custom navigation items, and filters that don't apply to a report.

Covers dimension structures, which arrange dimension members into custom hierarchies for use as rows or columns on financial reports, including how to list, limit, and apply them across multiple entities.

Introduces the early-adopter Finance Intelligence Agent, including its capabilities, prompt library, and guidance for writing effective prompts.

Walks through building a custom user-defined dimension from scratch, covering the essentials, creation and deployment, adding values, and making it available for use on transactions.

Covers the fundamentals of dashboards — configurable, role-specific views built from components like charts, performance cards, records, reports, and smart links — along with icon meanings and best practices for building effective ones.

Applies machine learning to historical transaction patterns so approvers see an outlier flag on journal entries that look unusual, adding an extra layer of control to the approval process.

Covers dimension counts, which automatically track how many active members exist for a given dimension — such as how many customers are currently active — so the totals can feed reports or metrics like recurring revenue per customer.

Covers Nonprofit Financial Board Book, a preconfigured set of reports and graphs built on industry-standard nonprofit metrics across three dashboards, plus how the subscription gets set up.

Runs the standard Account Groups Hierarchy report, listing member account groups together with their accounts so groups still missing a mapping stand out.

Provides reports for reviewing consolidation books, including drilling down from general ledger entries to their source accrual data.

Covers exporting reports to Excel, including troubleshooting steps when an export fails.

Runs the Account Balances report, showing opening balances, debits, credits, and adjustments per account for budget planners, forecasters, and auditors.

Covers memorized reports, which save a named set of report settings so it can be reused, added to a dashboard or report group, scheduled, edited, or deleted.

Generates the French Accounting Entries File (FEC), a legally mandated export of all bookkeeping entries for a fiscal year, required for French tax audits.

Provides standard reports for analyzing fixed asset data, including one that reconciles opening and closing balances for cost, depreciation, and net book value over a period.

Covers printing reports, report groups, and graphs to PDF, including the browser and PDF reader setup required.

Runs a read-only, filterable, and printable version of the chart of accounts for review and distribution.

Covers bundling multiple reports into a report group that can be run together, plus adding cover letters and field-level setup reference.

Compares account balances across two reporting periods side by side, with drill-down from account balances to individual transactions.

Covers running custom, financial, and standard application reports, plus drilling down from a report line into the underlying transactions.

Exports chart of accounts, customer, vendor, and transaction data in the DATEV format used by German accountants and tax consultants, supporting entities operating in Germany.

Covers scheduling reports to run automatically on a recurring basis, with delivery by email, in-app storage, or to a cloud storage destination, including triggering a report run on GL close.

Runs a hierarchical activity report by department, showing account-level detail for one department or the whole company.

Covers storing generated reports for later access, either within the system or delivered to a connected cloud storage location.

Summarizes account balances by dimension, side by side or in a single cascading column, including year-to-date retained-earnings balances for income statement accounts.

Runs the core General Ledger report, letting users drill from account activity down to individual transaction detail across a chosen time period.

Covers building and editing financial reports with the Financial Report Writer, from standard income statements and balance sheets to custom reports analyzing metrics like revenue by product line, including dimension-based analysis, multi-entity lists, and permissions.

Exports tax-relevant accounting data in the GoBD format required by German tax authorities for machine-readable, audit-ready review.

Covers the Financial Report Writer's row and column tools, including filters, notations, column arrangement, and comparing results by dimension.

Displays transactions posted to one or several journals for a chosen reporting period via the Journal report.

Covers the prebuilt QuickStart library of financial reports, plus how to build custom cash balance, year-to-date profit and loss, and financial ratio reports from them.

Runs a hierarchical activity report by location, showing account-level detail for one location or the whole company.

Covers refining a financial report with column comparisons, computed columns, hidden columns, and the option to auto-generate a separate report for each member of a dimension group.

Revalues foreign-currency balances — for example, transactions between related entities — to capture unrealized exchange gains or losses, with the option to auto-create the resulting draft journal entry.

Covers the two ways to run a financial report — from the Financial Reports list or directly as an HTML view.

Verifies that all account balances are correct, ahead of reports that depend on balanced books, using the Trial Balance report.

Provides sample financial report layouts, including customers listed in rows, rows filtered by a dimension, period-over-period comparisons, and locations spread across columns.

Covers building financial reports with the tabbed Financial Report Writer interface, plus tips for optimizing report performance online and restoring a previous version of a report.

Covers the fundamentals of building reports, including permissions, the different report types available, how to plan a report before building it, and how filters work.

Covers how to enter and adjust journal entries against statistical accounts, which track nonfinancial data such as headcount.

Covers the predefined graphs built into specific applications, including bills analysis, customer aging, and deferred revenue forecasting for AR or Order Entry, plus the basics of how graphs work.

Covers reporting for the Avalara AvaTax integration, including viewing transaction logs and running tax reports.

Covers building visualizations in Interactive Visual Explorer, including adding data, creating visual boards, and choosing the reporting area a visualization draws from.

Covers narrowing what appears on a visual board, chart, or canvas using range, list, or date filters, including how to build new filters and bind them to parameters.

Covers formatting options in Interactive Visual Explorer, including adjusting the canvas layout, editing existing visualizations, reformatting date fields, and sorting or selecting displayed data.

Covers the calculation functions available in Interactive Visual Explorer, from common everyday calculations to advanced analytics and the AGO and PERIODROLLING time-series functions.

Provides step-by-step walkthroughs for building an Interactive Visual Explorer pivot table and exploring project data with combo charts, display tiles, and line and donut charts.

Covers managing Interactive Visual Explorer content, including exporting and importing visualizations and adding them to a dashboard.

Covers the Narrate workspace, which lets users capture insights from visualizations into a presentation-style story that can be shared or used in live events.

Offers troubleshooting tips for Interactive Visual Explorer, including cases where a visualization renders differently in two places.

Covers building Interactive Custom Report Writer reports, including when custom SQL is needed for reports spanning multiple reporting areas, plus how variables, timestamps, and session variables work.

Sets up statistical accounts and journals for tracking nonfinancial data, such as headcount, alongside financial data for combined metrics reporting.

Provides sample Interactive Custom Report Writer reports — covering calculated fields, AP transactions grouped by currency, and AR snapshot and aging — plus a video on modifying custom SQL reports with Apply XML.

Covers how to set up custom reporting books and the journals that post to them.

Covers formatting options for Interactive Custom Report Writer reports, including column basics, custom totals and subtotals, pivot table grand totals, and number display formats.

Introduces Interactive Custom Report Writer, a separately subscribed tool, with a guided learning journey and an overview of its advantages over other reporting options.

Covers the permission model for Interactive Custom Report Writer, including how admins assign roles, who qualifies as a Designer user, and the overall permissions process.

Covers managing Interactive Custom Report Writer reports day to day, including saving and exporting them, previewing before running, running a finished report, and general tips and tricks.

Provides reference material for Interactive Custom Report Writer, including example calculations, common functions, an icon glossary, and a video gallery.

Covers the construction-industry report library within Interactive Custom Report Writer, including commitment reports, project reports, retainage reports, and AP/AR snapshot and aging reports.

Offers troubleshooting guidance for Interactive Custom Report Writer, including when to escalate to support, prompts that stop working in custom SQL reports, slow-loading dashboard reports, and columns that export incorrectly.

Covers the Reports Center, a central hub organizing every report by application and type, where users can create new reports, mark favorites, and run reports with formatted output.

Covers reporting setup fundamentals, including account group purpose tags that filter long account group lists when building reports, and standard system reporting periods.

Offers troubleshooting steps for reports that aren't displaying as expected, covering filter issues, general financial report problems, missing columns, and computations that produce unexpected totals.