How to Create Custom Dashboards in Intacct

In today’s business world, decisions often need to be made in real time. It is no longer useful to look at financial reports that are months, weeks or sometimes even days or hours old. This is why immediate access to your metrics is a crucial part of maintaining a successful business.

Fortunately, Sage Intacct has a way for you to quickly view relevant, real-time key performance metrics for your business operations so you can make data-driven solutions. This is possible with Sage Intacct’s dashboards for both financial data and operational data. They are designed with the flexibility to create dashboards for specific users or user groups, giving you extensive reporting functionality. You can include previously created financial reports on your dashboard, or add any other key performance indicators (KPIs) for your business. This gives you improved analytical ability without adding a tremendous burden on your system administrators and financial reporting team.

Here’s how to create custom dashboards in Sage Intacct:

Step 1

In Sage Intacct, go to the Dashboards module.

Select “Create New Dashboard.”

Create New Dashboard Screenshot

Step 2

Select the “Appearance” tab.

Here, enter the title and description for the dashboard.

You can also designate the visual look of the dashboard by choosing the number of columns, column width preferences, and assign colors to groups.

Dashboard Appearance Screenshot

 

Step 3

Go to the “Filters” tab.

Here, you can select filters for which data to include and exclude on the dashboard.

One useful application of a dashboard would be to show the relevant reports or data elements for a specific department or location for a manager’s easy reference.

Dashboards Properties Screenshot

Step 4

Go to the “Permissions” tab.

Here, assign the users or groups that should have access to this custom dashboard.

Dashboard Permissions Screenshot

Step 5

Once those elements are configured, save the dashboard.

Next, return to the main Dashboards page.

Choose, “View All” to see the list of all of the dashboards that have been created.

You can then choose “View Components” to create the charts, general information, performance cards, records, reports or SmartLinks that you would like to see on this dashboard.

View Components Screenshot

Image 5

Step 6

Open the dashboard.

Select the “+” button to add components to the dashboard.

Adding Components to the Dashboard Screenshot

Step 7

In the “Component properties” screen select each component type (charts, general information, performance cards, records, reports or SmartLinks) to add to your dashboard.

Examples of components and their potential purposes:

General Information can include your company message board, or shortcuts to reports. Records might include payments or expense reports awaiting approval.

Component Properties Screenshot

Dashboards can be customized for so many purposes. Here is an example of a custom dashboard.

You may wish to give your users a snapshot view of data elements or reports like financial statements. You may also wish to create filters to limit information based on any of your dimensions, to create dashboards specific to users or groups. No matter the user, custom dashboards can give finance teams the information and quick insight you’d like them to see—at the tip of their fingers. Enjoy the variety of options available to you with Sage Intacct reporting and dashboards!

Sage Intacct Custom Dashboard Screenshot

New to Sage Intacct Reports and Dashboards? Check out this video for a quick demo