Reporting and insights
Smart Excel reporting—Early Adopter
We're excited to offer a new report writing option that lets you use Sage Intacct financial data to build reports directly in Microsoft Excel. The financial data remains linked to the Excel report so that you can refresh it with the latest information as needed. And Sage Intacct security permissions are applied through Excel.
Key benefits
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Easily build Excel reports using Sage Intacct data.
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Refresh Excel report as needed for the latest information.
Join the Early Adopter program
As part of the program, you’ll collaborate closely with the Product Manager and play an active role in sharing feedback about your experience.
Sign up for Early Adopter access. If you’re selected for the program, you’ll receive an email outlining the program details, expectations, and next steps.
Permissions and other requirements
| Subscription |
General Ledger |
|---|---|
| Regional availability |
|
| User type |
Business Employee |
