Gain flexibility by adding custom financial statements to user dashboards in Sage Intacct.
Sage Intacct offers great flexibility in the creation and use of financial reports. Often users will create custom reports for board members and management. These reports can provide valuable insight into the status and trajectory of the business, while also being flexible enough to fit every company’s individual needs.
View this Sage Intacct step by step software tip in a video format
View this Sage Intacct step by step software tip with individual screen shots below.
A user with the appropriate permissions will be able to add these reports to users’ dashboards, placing a great breadth of financial and analytical data into one convenient place.
- (1) Applications > (2) Dashboards > (3) Dashboards
- View Components
- Select the add icon in the top right and choose the report component type
- In the component section select the report that is desired to be added to the Dashboard
- The report has now been added and can be shifted around the screen by dragging its position
If you need assistance adding financial statements to user dashboards or have any other Sage Intacct questions, please contact our support team at 800.232.8913.
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