Create Custom Reports

 

 

Custom reports provide a flexible way to access information stored in your Intacct company. Unlike financial reports, which are assembled from financial groupings such as Assets and Liabilities, custom reports are based on records and fields in your company. (Source: Intacct Help)

 

 

 

 

 

2. Then click the + New Report drop-down and select, "Create with Custom Report Wizard."

 

3. From here, the wizard will guide you step-by-step to make a custom report.