Skill: Interactive Custom Report

The Interactive Custom Report skill executes a pre-built custom report in Sage Intacct and returns its results. This is the skill to use when the standard query skills do not cover a specific reporting need — if your organization has built custom reports in Sage Intacct, this skill can run them programmatically.

Parameters

Parameter	Type	Required	Description
report_id	string	Yes	The Sage Intacct report ID to execute. This is the unique identifier of the custom report as configured in Sage Intacct.
max_retries	integer	No	Maximum number of retry attempts if the report execution fails or times out. Defaults to 3.
retry_delay	integer	No	Delay in seconds between retry attempts. Defaults to 5.
return_format	string	No	How to format the results. Options: summary, detailed, raw. Defaults to summary.
max_records_returned	integer	No	Maximum number of records to return from the report. Defaults to 1000.

Return formats

Format	Description
summary	Returns a condensed version with totals and key metrics. Best for quick overviews.
detailed	Returns the full report with all rows and columns. Best for thorough analysis.
raw	Returns the unprocessed Sage Intacct API response. Best for debugging or downstream processing.

Caution

Custom reports in Sage Intacct can be computationally expensive and may take time to generate. The max_retries and retry_delay parameters ensure the skill waits for the report to complete. For very large reports, consider increasing retry_delay and setting a reasonable max_records_returned to avoid timeouts.

Example usage

“Run the monthly financial summary report.”

The agent would invoke:

• report_id: MONTHLY_FIN_SUMMARY
• return_format: summary

“Pull the full vendor analysis report with all details, up to 5000 rows.”

The agent would invoke:

• report_id: VENDOR_ANALYSIS_Q1
• return_format: detailed
• max_records_returned: 5000
• max_retries: 5
• retry_delay: 10

Note

The agent needs to know the report ID to execute a custom report. If the user refers to a report by name (e.g., “the vendor analysis report”), the agent may ask the user to confirm the report ID, or it may look it up if the organization has documented report IDs in the agent’s instructions or semantic memory.

Response structure

The response structure depends on the return_format:

• Summary — key metrics extracted from the report (totals, averages, counts) with a brief textual description.
• Detailed — full tabular data with column headers and all rows, up to max_records_returned.
• Raw — the complete Sage Intacct API response object, including metadata and all data fields.

In all formats, the response includes:

• Report metadata — report name, execution time, number of records.
• Status — whether the report completed successfully or required retries.
• Record count — total records available vs. records returned (if truncated by max_records_returned).

API endpoint

POST /api/sage-intacct/v1.0/interactive-custom-report

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Related skills: Query GL Detail | Query GL Budget Items | Query AP Bill Items