Hands-on Labs

Learn by doing at Transform 2021

Hands-on labs

Get Hands-on with our Products

Whether you’re just starting out or looking for more advanced training, Hands-on Labs provide in-depth, hands-on learning with our expert trainers and support staff. Attendees will be following step-by-step instructions in a live training environment of Sage Intacct to explore real-world scenarios. These sessions are 2-hours in length and qualify for 2 CPE credits per session.

Attendees are required to bring their own laptop with a Sage Intacct-supported browser. Seating is limited so make sure to reserve your seat when session registration is available.

Hands-on Labs Sessions

Some of the sessions being offered this year:

Building DashboardsLearn how to build dashboards that provide insight and visibility into the health of your business. In this hands-on session, you’ll learn how to create dashboards, add report and chart components, set up performance cards, and manage access to the dashboard.
Building Dashboards for NonprofitsBring your laptop! Imagine a board member signing in and immediately viewing all the relevant reports and financials—right at their fingertips. In this hands-on session, you’ll learn how to build powerful nonprofit dashboards that deliver metrics, reports, and charts providing visibility into the health of your organization.
Building Dimension-based Financial ReportsLearn how to build financial reports that focus on your dimensional data to provide insight into the health of your business. In this hands-on session, you’ll learn how to add custom fields to dimensions, build dimension structures, and create financial reports with dimensions on the rows.
Customizing Sage Intacct with Smart Rules and Smart EventsLearn how to customize Sage Intacct for your business needs. In this hands-on session, you'll learn how to use Smart Rules to improve the quality of your data and Smart Events to automate your business processes.
Working with Import TemplatesDo you have large amounts of data you need to enter in Sage Intacct? Importing data can speed up data entry and improve data quality. In this hands-on session, you’ll learn how to download an import template, properly format your data in the template, import your data, and interpret and resolve any error messages. You must have Microsoft Excel 2013 or later installed on your laptop.