Reporting and Dashboards
Enhance your data-driven decisions with customizable dashboards and reports, offering swift insights and comprehensive visibility into your business financials.

Financial Reporting and Dashboards
Ditch outdated Excel reports and manual data manipulation.
Boost agility with multi-dimensional visibility.
Make confident decisions with fast, accurate answers.
Dive deeper with custom reports and dashboards.
Financial dashboard reporting that transforms data into insights
Access real-time, multi-dimensional dashboards to analyze financial and operational data by department, item, employee, and more—without the need for a complex chart of accounts.
- Explore further with the interactive custom report writer, featuring a drag-and-drop interface and automatic formatting, to get instant answers to critical questions.
- Easily break down the details that matter to all key stakeholders: investors, executives, sales, finance, and other departments.
- Eliminate the reliance on outdated Excel reports and manual data manipulation. Achieve peak performance with fast, confident decision-making.
- Gain detailed insights with over 10 built-in dimensions that capture transaction context. Add additional dimensions for unique business drivers to further enhance your reports.


Efficient Financial Reporting
Improve business agility with a financial reporting dashboard
Gain critical insights in seconds to tackle complex issues and adapt to market changes. Sage Intacct captures and reports essential financial and operational data tailored to your business.- Cut the time spent closing the books by up to 66% with automation.
- Enhance data accuracy and business agility with multi-dimensional visibility and anomaly detection.
- Integrate and synchronize teams across finance, sales, and other departments. Collaborate securely and resolve issues quickly on any device.
- Achieve multi-dimensional visibility of income statements, balance sheets, cash flow, and more, enabling swift and confident decision-making.
Customisable Reporting
Get rich financial reports, your way
Sage Intacct offers over 150 pre-built reports and an intuitive custom report creation feature, allowing you to move beyond Excel reporting. Gain deeper insights with powerful visualizations and flexible analysis tools.- Compare operational statistics with financial metrics and review summary roll-up figures for multiple entities, even mid-month.
- Instantly drill down to source transactions for detailed transparency and flag trends or spot exceptions with robust report visualizations.
- The interactive custom report writer enables you to create real-time reports tailored to your most challenging financial reporting needs.
- Utilize hierarchical field selection, drag-and-drop design, and automatic conditional formatting, grouping, and subtotals.
- Create calculated columns with calendar and math functions, conditional logic, rolling sums and aggregations, and pivot tables.


Interactive Visual Explorer
Instant insights and visual storytelling
Uncover hidden trends, analyze data from any perspective, and share insights through impactful storytelling. With over 25 interactive charts and graphs, make confident decisions faster.
- Dive into your data for deeper, on-the-fly understanding.
- Instantly identify trends and patterns, spot outliers, and make future projections.
- Quickly recognize and address problems and opportunities.
- Enhance understanding for reviewers and decision-makers with narrated insights and recommended actions.
Interactive Visual Explorer
Plug-and-play analytics
Start immediately with plug-and-play analytics from Interactive Visual Explorer, eliminating IT hassles, costly implementations, and ongoing server maintenance.
- Access insights instantly with over 200 prebuilt, interactive visuals.
- Easily customize visuals by dragging and dropping, selecting by hierarchy, and choosing from multiple views to reveal the exact data you need.
- Trust the accuracy and security of your data with native analytics built on secure, live transactional data.


