Maintaining visibility into projects is essential for success in the construction industry. Construction companies need access to real-time, accurate data in order to make strategic business decisions. With Sage Intacct Construction, you can utilize the Interactive Custom Report Writer (ICRW) to get fast, real-time reports that are tailored to your specific needs. With the advanced capabilities, users can drill, pivot, filter, sort, prompt, and expand reports to meet complex reporting requirements. Below discusses key features of Sage Intacct’s ICRW and how your construction company can leverage its capabilities:  

Key Features of Sage Intaccts Custom Report Writer (ICRW) Include: 

  • Drag-and-drop capability 
  • Live, dynamic report preview as you build 
  • Real-time data visibility for up-to-the-minute reporting 
  • No technical skills required to easily create custom reports 
  • Powerful formula engine with if/then functionality 
  • Quickly create pivot tables from your report data 
  • Highlight important sections of data with conditional formatting logic 
  • Easily copy and modify existing reports to save time 

Leverage Advanced Reporting Capabilities: 

Sage Intacct’s reporting tool has an immense amount of flexibility and control for the user. The ability to pivot, drill, filter, and create calculated columns using formulas with conditional logic, if/then statements, rolling sums, and aggregations make analysis and visibility easy for your business.  

Below you can see the formula for the Original Estimate, which is filtering the amount measured by an attribute on the project estimate transaction.  This particular example is filtering for a ‘Primary’ check box, as well as workflow type.

Below is an example of the Cost to Complete formula.  This formula is taking the current primary estimate total and subtracting the total job cost. The job cost is using an amount filter on the GL account parameters. 

Being able to pivot the data directly in the report writer makes analysis and consolidations even easier. 

The prompt capabilities also allow users to run as of date filters so they can see the activity as of a specific date in the past. 

Sage Intacct Construction, Intacct Construction

Any fields that are available to be included in the report can be added as a prompt or filter. 

Once the report is run, users can easily export to their desired output like Excel, add to a Dashboard, Memorize, Process & Store or Email. 

Sage Intacct Construction, Intacct Construction

With Sage Intacct’s advanced reporting, your construction company can create tailored, custom reports to help you gain deeper financial visibility into your business and make informed decisions based on accurate, real-time data. No matter how complex your reporting needs may be, Sage Intacct Construction has the capabilities to support your requirements. 

CompuData is a leading Sage Diamond Partner with over 30 years’ experience migrating and implementing Sage solutions. Our team of certified Sage Intacct Construction consultants have the expertise, resources, and methodology needed to support you. CompuData was recognized by Sage Intacct as a top performing Sage Intacct partner in 2022 for our success in helping our clients leverage the power of Sage Intacct to improve their business.   

If you would like to learn more about Sage Intacct Construction and how your business can leverage advanced reporting functions, email us! 

Email Us!

Author: Kayla Hall

Kayla Hall is the Sage Intacct Practice Director at CBIZ CompuData. She has over 4 years of experience managing and implementing Sage Intacct, and over 7 years in accounting and finance where she has gained insight on analyzing internal processes, developing efficiencies and automating workflows.