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 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.

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Fortunately, Intacct has a way for you to quickly view relevant, up-to-the-minute metrics for your business operations. This is possible with custom dashboards for both financial 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 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 Intacct:

Step 1

In Intacct, go to the Dashboards module.

Select “Create New Dashboard.” (Image 1)

Image 1

Image 1

Step 2

Select the “Appearance” tab. (Image 2)

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.

Image 2

Image 2

Step 3

Go to the “Filters” tab.

Here, you can select filters for which data to include and exclude on the dashboard. (Image 3)

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.

Image 3

Image 3

Step 4

Go to the “Permissions” tab. (Image 4)

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

Image 4 text”>Image 4

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. (Image 5)

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.

Image 5

Image 5

Step 6

Open the dashboard.

Select the “+” button to add components to the dashboard. (Image 6)

Image 6

Image 6

Step 7

In the “Component properties” screen (Image 7) 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.

Image 7 text”>Image 7

Dashboards can be customized for so many purposes. Here is an example of a custom dashboard. (Image 8)

You may wish to give your users a snapshot view of data elements or reports. 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 get the information you’d like them to see—at the tip of their fingers. Enjoy the variety of options available to you!

Image 8

Image 8