Enhanced interface

Bills Analysis graph

The Bills Analysis graph illustrates how money is spent. You can use several different types of graphs to visually track how often your company was billed by time period, account, vendor, and more. This graph provides a visual representation of the Bills Analysis report using a bar, line, pie, or other graph format.

For information on terms that may differ in your location, see Terminology across locales.

Subscription	Accounts Payable
Regional availability	All regions
User type	Business, Employee, Approval
Permissions	Run Bills Analysis Graph

Generate a report

Go to Accounts Payable > All > Reports > Bills analysis > Graph.

View a monthly report

Generate the report.
On the report settings page, select View.

A report showing results for the default reporting period appears in your browser.
Optionally, to refine the report, select Customize.

Customize and run

Before running the report, you can select the time period what you want included in the report. You can also specify how you want the report to appear.

If you don't select any data entry boxes or specify any search options, the report may take a long time to run and return results that's too large to be useful.

Select the reporting period from the dropdown menu, or enter the desired start and end dates. If you don't specify a reporting period, the system generates a report for the current month to date.

You can specify either the reporting period or the start and end dates, but not both.
Set the filters for the desired data results.

Filters allow you to include or exclude specific types of data in the report. In general, it is recommended to set filters to achieve to get fewer and more precise results.
Format the report.

Options vary from report to report. Generally, you can set the report layout and arrange how to group and display the data.
Type a title, subtitle, and footer text for your report.
To view, process, memorize, export, or customize the report or add it to the dashboard, select one of the following options:
- View: View the report now, in your browser.
- Print: Display the report now, in printable PDF format.
- Process & store: Generate the report and store it for later access. Reports can be either stored in the My Stored Reports list or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- Add to dashboard: Add the report to your dashboard.
- Memorize: Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.
  
  You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.
- Export: Export the report to a separate file that you can then distribute or save to your local drive. File formats to which you can export the report data vary among reports.
- Customize: After you run the report, return to the main report page and refine the report further.
- Email: After you run the report, email to others.
Some options are only available if you access the report from the Reports center.

Set the time period

You can use a predefined reporting period available from the Reporting period and As of date options, or create your own reporting period by entering a Start date and End date.

To set the time period:

In the Time period section, do one of the following:

Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Intacct generates your report based on the start and end dates. It ignores the As of date.

The following table describes the fields in the Time period section.

Field	Description
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.
As of date	The date that Intacct will use as a baseline for the reporting period you select. Defaults to today's date.
Start date	Leave the Start date blank to include all information from the earliest date of your Intacct data up to and including the end date.
End date	Leave the End date blank to include all information from the start date up to today.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.

Set report filters

Use filters to focus the results of your report. Filters allow you to view a select set of data. You can use any combination of filters to achieve the desired results.

To customize your report results, change the filters in the following way:

To show results for a specific vendor type, select the Vendor Type dropdown, then choose the vendor type you want the report to include, such as consultants or distributors.
To show results for a specific vendor or range of vendors, use the From vendor and To vendor dropdowns.
In a multi-entity environment, you can filter by location, department, or both.
To set location and department options:
1. To filter the report by geographic location, either enter the name of the region, country, state or territory, or city in the Location dropdown list. Or, select the location from the list.
  
  Enter or select a location if you want to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.
2. To filter the report by department within the company, enter the name of the department in the Department dropdown list. Or, select the department from the list.
3. If you want the report to cover certain locations regardless of what's selected in the Location dropdown list, use the Show for dropdown list to select the locations for the report:
  - All locations: To include data for all locations regardless of the entity that you're currently using.
  - This location: To include data only for the entity that you're currently using.
  - Child locations: To include data only for the locations that are child locations of your current entity. For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

The following table describes each item in the Filters section of this report settings page:

Filters report settings
Filter Box	Notes
From vendor, To vendor	Enables you to get data only for that specific vendor or range of vendors. By default these boxes are blank, which means the report will get results for all vendors.
Vendor type	Include data only for the type of vendor specified. By default this box is blank, which means the report will include all vendor types.
From account, To account	Enables you to get data only for that specific account or range of accounts. By default these boxes are blank, which means the report will get results for all accounts.
Location	Enables you to limit report results to a specific location. Only displays for multi-currency, multi-entity companies.
Department	Enables you to limit report results to a specific department.
Individual report	Select this checkbox if you want each entity or department and/or location to have its own report page. Due to their potentially large size, reports with departments and locations on individual pages can be run offline only. Therefore, if you select the Individual report option, you can select only Process and store.
Prompt on run	Select this checkbox to force you (or anyone using this report) to enter a location, department, and/or time period before the report will run.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown. Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Group data

Use the boxes in this section to specify how to organize the data graphically:

To arrange related data together by group, select the Group by dropdown, and then choose the group.
For example, to see all of the bills from each vendor, select the dropdown, and then choose either Vendor name or Vendor ID. You can group the report data by account number, department, location, vendor type, vendor ID, vendor name, and date.
Select the account to show.
You can display bars, columns, or pie chart wedges for all the accounts or a subset of them.
Do one of the following:
1. Select All to display all of your accounts graphically.
2. Select Top to display only the accounts with the highest transaction amounts by line item. If you select Top, you must also specify how many accounts by filling in the Range from and Range to boxes. For example, you could choose to show bars for only the highest accounts by limiting this graph to the top 1-10 accounts. The default is the top 15.

Select a graph format

To specify the graph format for your report, choose a graph type from the dropdown list.

Graph types
Field	Description
Graph type	Choose from the following graphs: line column 3D column pie 3D pie doughnut 3D doughnut bar 3D bar area

Set the title, subtitle, and footer

Titles, subtitles, and footers apply only to the PDF version of this report.

Generate a PDF version

Open the report and select Graph.
From the graph page, select Print.