3 Reporting and Dashboards
Include performance cards, graphs, financial reports, and more in your dashboards.
Key Features
Mobile dashboards
View mobile versions of dashboards on smartphones
and tablets.
Date ranges
Quickly get current or historical views into performance.
Visualizations
Report visualizations
Quickly highlight trends and exceptions in detailed
reports using conditional highlighting, trend
indicators, color scaling, and spark lines.
Charts and graphs
Create charts and graphs—then publish them on
dashboards or view them alone.
Performance cards
Highlight trends in key metrics using dashboard
visualizations that show actual values, period
changes, and variance from budget.
Usability
Secure access
Restrict dashboard access to approved users.
Automatic scheduling
Push out scheduled reports on time, every time.
Customized formaing
Easily set fonts, colors, and spacing for reports.
Report exports
Output your reports in HTML, PDF, CSV, or Excel format.
Chart and graph exports
Output your chart or graph in HTML or PDF format.
Flexible delivery
Send scheduled or manual reports to email, to Sage
Intacct storage, or to the cloud.
