Finance teams are under constant pressure to deliver timely, accurate insights while managing an increasing volume of data. Yet many organizations still rely on manual processes to generate and distribute reports, spending valuable time pulling the same information each reporting cycle.

Sage Intacct offers a more efficient approach. With Scheduled Reports, you can automate the delivery of key financial and operational reports, ensuring stakeholders receive the right information at the right time, without manual effort.

Tip summary: Sage Intacct Scheduled Reports

Scheduled Reports allow users to automatically generate and distribute reports at defined intervals, such as daily, weekly, or monthly. Once configured, reports are delivered via email to designated recipients, eliminating repetitive tasks and improving consistency.

Key benefits include:

• Automated report generation and distribution
• Consistent, timely delivery of accurate data
• Reduced manual effort and administrative workload
• Improved visibility across teams and stakeholders
• Faster access to actionable insights

In short, Scheduled Reports help finance teams shift their focus from report creation to analysis and decision-making.

Steps: How to set up Scheduled Reports in Sage Intacct

Setting up Scheduled Reports is straightforward and can be done directly within the reporting module:

1. Select the report

Navigate to the desired financial or operational report you want to automate, such as a financial statement, dashboard report, or custom report.

2. Configure report parameters

Apply the appropriate filters, dimensions, date ranges, and formatting to ensure the report reflects exactly what recipients need to see.

3. Schedule the report

Choose how often the report should run, daily, weekly, monthly, or on a custom schedule based on your business needs.

4. Define recipients

Enter the email addresses or distribution groups that should receive the report. This can include internal stakeholders, department leaders, or external partners if needed.

5. Set output preferences

Select the preferred format (such as PDF or Excel) and confirm delivery settings to ensure reports are easy to review and use.

6. Save and activate the schedule

Once configured, save the schedule. Sage Intacct will automatically generate and distribute the report according to your defined settings.

Why this tip matters

Scheduled Reports transform a traditionally manual, time-consuming process into an automated, reliable workflow. By ensuring reports are delivered consistently and on time, organizations reduce errors, improve collaboration, and give teams faster access to the insights they need to make informed decisions. This is especially impactful during month-end close, where timely reporting can accelerate review cycles and improve overall efficiency.

If your team is still manually generating and distributing reports, now is the time to take advantage of automation. Contact our Sage Intacct experts to help you optimize your reporting strategy and unlock greater efficiency across your finance processes. Be sure to check back next month for another Sage Intacct Tip of the Month from Rand Group.