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Utilizing Sage Intacct's SQL Reporting in the Interactive Custom Report Writer 

Article by: Amber Linn, ERP Consultant


Unlock the full potential of your financial and operational data with the Interactive Custom Report Writer (ICRW) in Sage Intacct. The ICRW not only allows you to create custom reports but also enhances your reporting capabilities by enabling you to join data from multiple reportable databases using SQL. 

This blog will briefly guide you through the steps to utilize the SQL reporting feature within the ICRW to take your reporting to the next level. 

Access the ICRW by following these steps:  navigate to applications, select reports, then select interactive custom reports

Applications > Reports > Interactive Custom Reports 

Applications menu

Once you are in the ICRW, you can select any existing reports that you have already built. Within any selected report, navigate to the Custom tab along the top.

Custom tab

Here you will have your SQL. Similar to any other SQL reporting, you can join data or tables, as well as create your own report.

To create your own report, select New Report from the bottom. In this window, you can enter a simple SQL statement to generate the report. 

Create your own report

Select Okay when finished, and you will then have a new report with an updated sequel. If you navigate back to the Custom tab, you should be able to see the new codes there as well. 

Overall, using SQL coding to create reports is a highly efficient and versatile process and method that can be utilized for managing your financial and operational data. 

Watch the Video Overview of this Topic

View a video presentation on this topic here and browse through more Sage Intacct Tips & Tricks on our Video Insights page.

Please feel free to reach out to any of our Sage Intacct experts with any questions. 

About the author

Amber takes her clients through the Sage Intacct implementation process and supports them by resolving challenges and improving processes. She has an impressive history of doing the same in her previous roles, helping to implement financial procedures and systems. 

Amber Linn, ERP Consultant

Watch the Video Overview of this Topic

View a video presentation on this topic here and browse through more Sage Intacct Tips & Tricks on our Video Insights page.

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