BTerrell Group Blog

My Favorite Features of Intacct, Part 2: Dashboards

Posted by Susan Liles on Fri, Jun 28, 2013

My last blog highlighted that BTerrell Group is converting our internal books to Intacct, and we're having fun with some of the features.  We’ve set up the dimensions of location, department, project, vendor, customer and employee to be able to easily slice and dice the data and report margins several ways.  I’ve used the handy ALT+D+ALT+Enter keystrokes to open a contemporaneous instance to check data or tweak a report without having to exit what I’m doing.

Now I’d like to highlight a couple more features that have made this transition easy and fun.  I want to create a dashboard with a real-time P&L by customer.  Sounds complex, right? How long do you think that will take?  The answer's an easy one...it takes just a few steps and we have a new report in the dashboard in just a few minutes.  

Let's walk through the process:

Step 1:  Select a report that is similar to what you want.  Click on the magnifying glass icon to open up the report definition.

Intacct Dashboard: Select Current Report

Step 2: Duplicate the report and save it as another name.


Intacct Dashboard: Renaming Existing Report

 
Step 3:  Find the new report in the list and click the crayon icon to edit the report definition.

Intacct Dashboard: Edit Report Definition
 
On the Columns tab, change the reporting period from Current Month to Current Year through Current Month.


Intacct Dashboard: Change Reporting Period

 
Then change the Expand by definition from None to Customers: All levels with individual balance.  Save the report.


Intacct Dashboard: Change Expand by Definition 

Step 4: Select the Create New Dashboard option in the Dashboards menu.  

Intacct Dashboard: Create New Dashboard
 
Enter a title in the Properties screen and save.


Intacct Dashboard: New Dashboard Title

 
Step 5: Select the Edit Components function on the dashboard just created.


Intacct Dashboard: Edit Components

 
Click Add, then select the report that you want added to the new dashboard.


Intacct Dashboard: Adding New Report to Dashboard

 
Select Live vs. Snapshot to keep the report current, and save the dashboard.

Intacct Dashboard: Keep Report Current

The new dashboard appears with the live report!  (Note that data presented is completely fictional)

Intacct Dashboard: New P&L by Customer Report in Dashboard

 
Visit www.bterrell.com for more info or schedule a free 30 minute consultation to explore if Intacct would be a great fit for your company. 

A new setup in a new system could be the start of a completely new way to see your business!

Get a FREE 30 Minute Consultation

Tags: dashboard, Intacct, intacct dashboard