Sage Intacct Interactive Custom Report Writer

Sage Intacct Interactive Custom Report Writer

Dashboards & Reporting, Sage Intacct

Sage Intacct Interactive Custom Report Writer

Learn about the Interactive Custom Report Writer, a modern, visual reporting tool that delivers faster and easier report creation for complex reporting needs.

Domestic Consolidations

 Meet Your Exact Reporting Needs with the Sage Intacct Interactive Custom Report Writer

R

Fast, real-time, advanced reporting

R

Ease and speed of report creation

R

Enhanced analytical tools to address complex reporting needs

Sage Intacct

Improve visibility and save time with interactive custom reports.

 

Quit guessing about what a report will look like. See live production data while you’re building. Build reports quickly with hierarchical field selection, drag and drop, automatic formatting, and simple subtotals. Start with transactional details and add on columns of related data as needed. Available report information is personalized to the user’s system access and permissions. Easily copy and modify your existing reports to save time and effort.

Improve report usability

create visually appealing reports that have a modern look and feel, along with a high degree of flexibility for the report user. Aggregated and summarized information make reports easy to consume. Users can drill, pivot, filter, sort, prompt, and expand reports to answer specific business questions. Add conditional formatting and color to draw attention to important information and trends.

Save Time
Revenue recognition software

Address more complex needs

Calculated columns with date, calendar, and math functions let you build in analysis. Add in 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

Learn more about Sage Intacct Interactive Custom Report Writer

If you are interested in finding out more about Sage Intacct Interactive Custom Report Writer, click the Contact Us button below and we will be in touch with you.

About Us
Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

Contact Us

For An Obligation Free Quote

Get Quote

Sage Intacct Collaborate

Sage Intacct Collaborate

Dashboards & Reporting, Sage Intacct

Sage Intacct Collaborate

Dashboards and Reporting

Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

General Ledger Overview

Automation and productivity

R

Stronger teamwork

Communicate faster and smarter to strengthen teamwork, expedite processes, and improve decision making.
 
R

Stay on top of open issues

Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.
 
 
 
R

Keep the conversation flowing

Connect your back office and Salesforce front office (Salesforce customers only).

 

 

Collaborate to resolve non-routine issues as a team

Non-routine transactions – such as clarifying policies, gathering missing information, or resolving exceptions – can slow down or derail critical financial processes. Sage Intacct Collaborate lets you handle them quickly, efficiently, and effectively to keep your business on track.

See a clearer picture of the issues

Sage Intacct Collaborate helps speed up financial management processes – while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete context from all participants as you work on the resolution. You don’t have to explain a situation multiple times – just leave a note.

Locations
Reconcile

Sage Intacct Collaborate brings the whole team together

Collaborate puts everyone on the same page to improve communication and teamwork, expedite processes, and improve decision making. What’s more, Salesforce finance employees can also join Salesforce Chatter from inside Sage Intacct.

Sage Intacct Collaborate lets you have the conversation where it makes the most sense

Forget endless email threads. Instead, when issues arise, communicate right inside Sage Intacct to resolve specific journal entries, accounts, projects, invoices, purchase requisitions, and more. For Salesforce users, these same conversations appear in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.

Robust multi-book functionality

Learn more about Sage Collaborate

If you are interested in finding out more about how Sage Intacct Collaborate can speed up your workflow and streamline your business, click the contact us button below and we will be in touch with you.

About Us
Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

Contact Us

For An Obligation Free Quote

Get Quote

Dashboards and reporting

Dashboards and reporting

Dashboards & Reporting, Sage Intacct

Dashboards

and reporting

Achieve real-time visibility into business performance.

Cash Management Overview

Dashboards and financial reporting

Slash your close time in half and accelerate finance team productivity by 40% or more.
R

Collaborate

Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

Find out more

Sage Intacct Dashboards and Financial Reporting Core Features

 

Financial dashboards and reporting software that turns data into insight

Sage Intacct’s innovative general ledger includes 8 dimensions to capture the business context of your transactions, operational measures, and budgets. That means you can quickly access or create reports that analyse real-time business performance by business drivers – without managing a complex chart of accounts.

Our 8 predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.

Improve business agility while saving hundreds of hours

Most financial management systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.

With all your financial and operational data in one place, Sage Intacct’s best-in-class multi-dimensional visibility enables you to slash time spent checking the accuracy of your financial data so you can start making strategic decisions that will impact your business.

In addition to greater visibility, Sage Intacct Collaborate brings the whole team together by adding an additional secure social layer embedded in your Sage Intacct financial management platform. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

Get rich financial reports, your way

With Sage Intacct, financial reporting and analysis options are almost limitless. Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities—even if it’s only mid-month. Drill down to source transactions for granular transparency instantly. Flag trends and spot exceptions with powerful report visualisations.

With Sage Intacct dashboards and reporting, you can compare performance across any business driver that matters to you. You get 150 built-in financial reports as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customised projects, or relying on external tools.

Dive deeper and go further with financial dashboards and reporting

Sage Intacct’s interactive custom report writer lets you easily create real-time reports that tackle your toughest reporting needs. Get the insights you need in seconds to address complex issues and respond to market changes.

Start with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals. Then go to the next level with calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details.

Financial dashboards and reporting software that turns data into insight

Sage Intacct’s innovative general ledger includes 8 dimensions to capture the business context of your transactions, operational measures, and budgets. That means you can quickly access or create reports that analyse real-time business performance by business drivers – without managing a complex chart of accounts.

Our 8 predefined dimensions are ready to go out of the box, including department, item, and employee. And it’s easy to add more dimensions to reflect unique business drivers and take your financial reports to the next level.

Improve business agility while saving hundreds of hours

Most financial management systems can only handle financial data, but Sage Intacct tracks and reports both financial and operational data—like square footage, available hospital beds, SaaS metrics, or other granular measures that matter to your business.

With all your financial and operational data in one place, Sage Intacct’s best-in-class multi-dimensional visibility enables you to slash time spent checking the accuracy of your financial data so you can start making strategic decisions that will impact your business.

In addition to greater visibility, Sage Intacct Collaborate brings the whole team together by adding an additional secure social layer embedded in your Sage Intacct financial management platform. Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.

Get rich financial reports, your way

With Sage Intacct, financial reporting and analysis options are almost limitless. Compare operational statistics with financial metrics. Check summary roll-up figures for multiple entities—even if it’s only mid-month. Drill down to source transactions for granular transparency instantly. Flag trends and spot exceptions with powerful report visualisations.

With Sage Intacct dashboards and reporting, you can compare performance across any business driver that matters to you. You get 150 built-in financial reports as well as the ability to easily create custom reports. Forget Excel reporting, waiting for customised projects, or relying on external tools.

Dive deeper and go further with financial dashboards and reporting

Sage Intacct’s interactive custom report writer lets you easily create real-time reports that tackle your toughest reporting needs. Get the insights you need in seconds to address complex issues and respond to market changes.

Start with hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals. Then go to the next level with calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables. And when you need specifics, just drill down to transaction details.

About Us
Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

Contact Us

For An Obligation Free Quote

Get Quote

Get A Quote

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

*Kiteview Technologies Respects Your Privacy