Tag Archive: "Custom Report Writer"
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Intacct Custom Report Wizard
In the Smart Rules post, we went over how to create Smart Rules to ensure we maintain the integrity of the data we are basing our reports on. The reason I even stumbled upon learning Smart Rules and the need for them was from the creation of a certain report which lead to a shocking revelation of how much data was missing. Smart Rules have taken over and become the proactive solution for this problem now, but the report was the first step in identifying the problem. This post will cover how to build this customized report through the Custom Report Wizard. There are three main types of reports in Intacct: Financial Reports, Custom Reports, and List Views.