ADVANCED REPORTING

New ICRW and IVE reporting areas

The new Interactive Custom Report Writer (ICRW) and Interactive Visual Explorer (IVE) reporting areas for Payment History and Work Order improve your ability to track and manage Construction projects

  • AP Payment History: Provides a unified view of payment activity linking each payment item—such as checks, cash, adjustments, or discounts—to the specific Accounts Payable (AP) items to which they are applied.
  • AR Payment History: Provides a unified view of payment activity linking each payment item—such as checks, cash, adjustments, or discounts—to the specific Accounts Receivable (AR) items to which they are applied.
  • Work Order: Provides Work order information for the Work Order dimension.
ICRW and IVE require separate subscriptions. To purchase or enable ICRW and IVE subscriptions, contact your Sage Intacct account manager.

How it works

One of the first things you do when you create an ICRW report or IVE visualization is select a reporting area. A reporting area correlates data objects that provide specialized options. You can select the options you want to include in your report or visualization, customizing it to your needs.

  1. Review the Reporting areas reference for descriptions of available reporting areas to determine which one provides the data best suited for your report.

  2. Follow the instructions in Selecting a reporting area for ICRW or Create visualizations in IVE.

Permissions and other requirements

Subscription

Customization Services OR Platform Services

Interactive Custom Report Writer

Interactive Visual Explorer

Regional availability

ICRW and IVE:

All regions

Construction:

  • Australia

  • Canada

  • United Kingdom

  • United States

Permissions

Interactive Custom Report Writer

  • Run, View, List, Add, Edit, Delete

Interactive Visual Explorer

  • Run, View, List, Add, Edit, Delete

Dependencies or other requirements Access to data in the report or visual board that you're running.