Sage Intacct Tip of the Month: How to view and restore financial report version history

Small changes to financial reports can have big consequences, especially when multiple users are involved or reporting requirements evolve over time. A formula tweak, filter update, or layout change can quietly alter results and leave teams scrambling to understand what happened.

Sage Intacct’s financial report version history helps eliminate that guesswork by giving you visibility into recent changes and the ability to roll back when needed. In this month’s tip, we’ll walk through how to access, review, and restore previous versions of financial reports so you can troubleshoot faster and maintain confidence in your reporting.

Sage Intacct automatically tracks up to 100 saved versions of each financial report, allowing users to see who made changes, when those changes occurred, and how they affected report output. With version history, you can preview prior versions for comparison, identify the source of unexpected results, and restore a previously working version, all without recreating the report from scratch.

This feature is especially valuable for organizations with shared reporting responsibilities or frequently updated financial statements, providing greater control, transparency, and peace of mind when managing critical reports.

Note: Version history is available for reports saved on or after 2024 Release 1.

1. Navigate to Reports > All > Core > Financial reports > Edit next to a report
2. Select More actions > View version history

The version history page displays the current version, previous versions, the user who saved each version, the date and time of each save.

1. Select View next to any version and automatically be navigated to the Financial Report Writer for that version of the report.
2. Preview the report results to compare output.

While it may appear editable, changes cannot be saved in this mode. This view is intended strictly for comparison and troubleshooting. To save, click Restore. This is especially helpful for identifying differences between a working version and the current version without risking additional changes.

Select Restore next to the version you want to restore. Sage Intacct creates a new current version that is a copy of the restored version. Saving this version without changing the report name, will overwrite the newest version. If you want to keep the newest version and save a copy of the restored version, change the report name after selecting Restore.

Restored versions are clearly labeled in Version History, including the version number they were restored from.

Before updating high-impact reports like the Income Statement or Balance Sheet, communicate the change internally and consider saving a backup copy. This makes it easier to identify and restore the correct version if needed.

Financial reports are often relied on by leadership, auditors, and external stakeholders, and even small configuration changes can have a significant downstream impact. Financial report version history provides an added layer of control by ensuring report logic changes are transparent, traceable, and reversible.

For organizations with multiple report editors or evolving reporting requirements, this feature reduces the risk of undetected errors, shortens troubleshooting time when results don’t tie out, and supports stronger internal controls. Leveraging version history helps ensure financial reports remain reliable, defensible, and aligned with both operational and compliance needs. Connect with one of our Sage Intacct experts today for help with this tip or to learn more tricks to make sure you’re maximizing your Sage Intacct investment. Plus return next month for our next tip in this series.