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Dashboard customization and GI creation

  • April 19, 2023
  • 3 replies
  • 356 views

AndrewBGL
Pro I
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Hello,

We are getting started and I would like to learn how to create Generic Inquiry and how to customize dashboards for users. Does anyone know of any tutorials or guides on creating them and some useful GI so I can start learning how to create them.

Thanks

Best answer by Jeff96

Check out the Acumatica University Reporting (acumatica.com)

I’ve learned what I know now from looking at how existing GI’s are set up. Remember to always copy a GI you want to modify and create a new one from it. Or export the XML so you can revert if needed. 

3 replies

Jeff96
Captain II
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  • Captain II
  • Answer
  • April 20, 2023

Check out the Acumatica University Reporting (acumatica.com)

I’ve learned what I know now from looking at how existing GI’s are set up. Remember to always copy a GI you want to modify and create a new one from it. Or export the XML so you can revert if needed. 


AndrewBGL
Pro I
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  • Author
  • Pro I
  • April 20, 2023

Check out the Acumatica University Reporting (acumatica.com)

I’ve learned what I know now from looking at how existing GI’s are set up. Remember to always copy a GI you want to modify and create a new one from it. Or export the XML so you can revert if needed. 

Ok that seems like a good resource that I have been reviewing.


AndrewBGL
Pro I
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  • Author
  • Pro I
  • April 20, 2023

Have there been any GI that you have found useful in your business?