How do I create a new report in Sage Intacct?
If you are a business owner or financial manager, you may need to create a new report in Sage Intacct to track and analyze your financial data. This could be to monitor your budget, track expenses, or analyze trends in your business. Having the ability to create custom reports in Sage Intacct can help you make informed decisions about your business and ensure that you are making the most of your financial resources.
Grace Everwood
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10 steps
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34 seconds
Sageintacct
1
Go to [https://www.sageintacct.com/](https://www.sageintacct.com/)
2
Enter your username and password and click the “Login” button.
3
Click the “Reports” tab.
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Click the “Create Report” button.
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Select the report type you want to create and click the “Next” button.
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Select the fields you want to include in the report and click the “Next” button.
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Select the filters you want to apply to the report and click the “Next” button.
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Select the sorting options you want to apply to the report and click the “Next” button.
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Select the formatting options you want to apply to the report and click the “Next” button.
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Enter a name for the report and click the “Save” button.