Report Groups in Sage Intacct are a great time saver that some users are unaware of. By having 2 or more reports grouped together users can print multiple reports with a single click! Perhaps you find that when you print the Balance Sheet you are often also printing the Profit and Loss Statement as well as the Cash Flow Statement. Rather than going into each report separately and clicking ‘print’ you can set up a Report Group and click a single time!
Report groups are created in Report > Setup > More > Report Groups. Create a new Report Group by clicking the Add button at the top right of the Report Group list screen and you will be taken to the Report Group Information screen. This is where you will setup your report group.
The Members portion of the Report Group Information screen is where you’ll specify the reports you wish to have included in this group. To select a report to include simply click the dropdown in the Member column for row 1 and select the report name. Repeat this step for as many members (reports) you wish to include. Please note that reports must first be memorized in order to add them to a report group. If you are not seeing a specific report on the list that you are expecting, please ensure it has been memorized. Need a refresher on how to create a memorized report? Click here! https://blackrivertechnologies.com/dashboards-memorizing-an-ap-aging-report/
Congratulations! You made your first report group! Join us next week we will learn how to run our report group.