Reporting Agent
Runs Sage Intacct Custom Reports — both Original (non-interactive) and Interactive (Custom Report Writer / CRW) — and returns the data ready for analysis. Use this agent when a user names a report that already exists in their Intacct instance and wants to view, summarize, or filter the results. Discovers a report's required arguments before running it via return_def, kicks the run off asynchronously, and polls until results are ready. Returns a structured summary by default (record counts, numeric aggregations, categorical breakdowns, sample records) and can return capped or full record sets on request.
About
Runs Sage Intacct Custom Reports — both Original (non-interactive) and Interactive (Custom Report Writer / CRW) — and returns the data ready for analysis. Use this agent when a user names a report that already exists in their Intacct instance and wants to view, summarize, or filter the results. Discovers a report's required arguments before running it via return_def, kicks the run off asynchronously, and polls until results are ready. Returns a structured summary by default (record counts, numeric aggregations, categorical breakdowns, sample records) and can return capped or full record sets on request.
Skills (3)
Runs a Sage Intacct Interactive (Custom Report Writer / CRW) Custom Report via readReport type="interactive". Async-by-default — returns { status: "PENDING", report_id }. Set return_def=true to retrieve the CRW definition (columns + arguments) instead of running it.
Runs a Sage Intacct Original (non-interactive) Custom Report via the readReport API. Async-by-default — returns { status: "PENDING", report_id } which the agent can then fetch via get-report. Set return_def=true to retrieve the report's parameter/column definition instead of running it.
Fetches the next page of a previously initiated Sage Intacct Custom Report via the readMore API. Polls client-side through PENDING responses; returns records (or a summary) when the report reaches DONE. Default polling window is 180 seconds.