So one thing that I have learned is that Intacct is really useless for financial reporting. So how can we get a workaround? Here's how I did it.
1. Create a custom GL download. Pull a couple of years into Excel.
2. Create a seperate lookup based on the GL chart of accounts account that looks to your SEC type accounting statement.
3. Create a sumifs statement in Excel that looks up the desired start date, end date, SEC reporting line and possibly business unit (from some other lookup table you have created).