--- title: Sage Intacct – Reporting & Dashboards description: Sage Intacct offers the best reporting and dashboard functionality of all the ERP systems out there today. Let’s examine Intacct’s functionality and you can judge for yourself. image: https://www.equationtech.us/hubfs/Sage%20Intacct%20%E2%80%93%20Reporting%20%26%20Dashboards.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Sage Intacct – Reporting & Dashboards ![technology blog](https://www.equationtech.us/hubfs/Sage%20Intacct%20%E2%80%93%20Reporting%20%26%20Dashboards.png) **twitter **linkedin **facebook Sage Intacct has one of THE BEST, if not THE BEST, reporting and dashboard functionality of all the ERP systems out there today. Let’s examine Intacct’s functionality and you can judge for yourself. Sage Intacct offers: 1. Customizable dashboards for quick insight and data-driven decisions 2. In-depth reporting for a detailed look into the heart of the business 3. Activity-specific subledger reports for detailed checks into separate areas of the business 4. The ability to share data with external services using Web Services APIs or using data delivery services All of this starts in the Reports Center where you can look at all the reports, or select a specific application’s reports to view.  You have the ability to mark your reports as Favorites, Memorized, Scheduled, My Reports, etc. to further organize those that are most commonly used. ![Intacct Reporting Dashboards](https://www.equationtech.us/hs-fs/hubfs/Intacct%20Reporting%20Dashboards%201.png?width=833&name=Intacct%20Reporting%20Dashboards%201.png) The Report Center is where you go to run reports, edit, export, or schedule reports, to name a few of the functions available here. ![Sage Intacct Reporting Dashboards ](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Reporting%20Dashboards%202.png?width=1129&name=Sage%20Intacct%20Reporting%20Dashboards%202.png) Financial reports and charts rely on real-time data from the Sage Intacct Intelligent GL.  Reports provide filtering based on dimensional structures such as location, department, customer or project. Custom dimensions, specific to your organization, can be created and used to filter reports as well. Additionally, since Intacct allows setup of different books, the reports can be run on an individual book, multiple books, or a combination. Activity specific reporting, such as Bills Analysis, Adjusted Available Cash, and Customer Aging, have set, selectable filters based on standard financial processes.  ![Sage Intacct Reporting Dashboards](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Reporting%20Dashboards%203.png?width=1129&name=Sage%20Intacct%20Reporting%20Dashboards%203.png) Sage Intacct also has a Custom Report Writer that helps users create ad-hoc reports quickly and easily to view whatever information is needed.  No coding is required; the CRW allows users to create reports in half the time of other report writers. ![Sage Intacct Reports Dashboards](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Reports%20Dashboards%204.png?width=1125&name=Sage%20Intacct%20Reports%20Dashboards%204.png) The Sage Intacct Interactive Customer Report Writer is the newest feature of the Intacct report & dashboard team, and can provide in-depth look-up and analysis of transactional data that can help making comparisons and find trends.  The ICRW is available for View Only, or Build and View.  View Only allows for drill, filter, sort, and expand reports to answer specific business questions.  The Build and View option allows the user to create reports using hierarchical field selection, drag and drop, automatic formatting, formulas, subtotals and more.  A library of more than 60 interactive reports allows for a quick start to view data or customization for your particular needs. ![Sage Intacct Reports Dashboards](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Reports%20Dashboards%205.png?width=1004&name=Sage%20Intacct%20Reports%20Dashboards%205.png) ![Sage Intacct Reports Dashboards 6](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Reports%20Dashboards%206.png?width=1041&name=Sage%20Intacct%20Reports%20Dashboards%206.png) Security is second to none in Sage Intacct and that includes reports.  Access to a report or group of reports can be allowed for everyone, or limited to certain user groups, or specific individuals. ![Sage Intacct Reports Dashboards](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Reports%20Dashboards%207.png?width=939&name=Sage%20Intacct%20Reports%20Dashboards%207.png) How can you become proficient at report-writing in Intacct?  Hands-on courses are held live in various cities, virtual classroom instructor-led courses are available, on-demand learning through Sage, or [contact us](mailto:info@equationtech.us?subject=Intacct%20Reporting%20and%20Dashboards%20Inquiry) for custom tailored training. This is only a surface view of the powerful reporting & dashboard capabilities of Sage Intacct.  To see and learn more, please [contact us](mailto:info@equationtech.us?subject=Intacct%20Reporting%20and%20Dashboards%20Inquiry) or give us a call at 866-436-3530.  You’ll be glad you did! [Contact us](https://www.equationtech.us/contact) if you have questions about Sage Intacct Reporting & Dashboards or need personalized support from our team of Sage Intacct technical experts. ### Related Articles ##### [Why Nonprofits Are “Playing Defense” Financially (and How to Fix It)](https://www.equationtech.us/sage-intacct-blog/why-nonprofits-are-playing-defense-financially-and-how-to-fix-it) Nowadays, if you're involved in nonprofit financial management, you're probably spending more time... ##### [Make Month-End Less Painful with Sage Intacct Checklists](https://www.equationtech.us/sage-intacct-blog/make-month-end-less-painful-with-sage-intacct-checklists) Month-end close isn't anyone's favorite time of the month. Between all the work, it's easy to lose... ##### [The Technology Nonprofits Need in 2026 (According to Finance Leaders)](https://www.equationtech.us/sage-intacct-blog/the-technology-nonprofits-need-in-2026-according-to-finance-leaders) Not all technology helped nonprofits survive 2025; [17% of organizations said it didn’t help at all](https://www.equationtech.us/hubfs/1%20Intacct%20Files/Effie%20-%20files/Sage%20Intacct%20The%202026%20Nonprofit%20Outlook%20Research%20Report%20-%20Equation%20Technologies.pdf). ## Need Help Now? 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