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Generic Inquiry

  • January 16, 2024
  • 5 replies
  • 143 views
C
Freshman I
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I am trying to make a generic inquiry of appointments for the current month and past months so I can add a widget to my dashboard of a bar graph on how many hours are being used with each of our customers. I still struggle with making GIs...

Best answer by DipakNilkanth

Hi @CAMORRISON ,

You need add filters from the Filters screen in Acumatica for the date range you required.

Like for current month you can use predefined filters line @MonthStart and @MonthEnd for current month appointments and for previous you can use @MonthStart-1.

For Current Month
For Previous Month

Hope, it helps!

D

5 replies

dsimmerly
Pro I
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  • dsimmerly
  • Pro I
  • January 16, 2024

@CAMORRISON Is there a specific issue you are having ?

dsimmerly
Pro I
Forum|alt.badge.img+1
  • dsimmerly
  • Pro I
  • January 16, 2024

@CAMORRISON The standard menu provides you a GI with a list of appointments (the Primary list).  You can start by making a copy of this GI and add conditions to only shows the desired date range 

Chris Hackett
C
Freshman I
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  • CAMORRISON
  • Author
  • Freshman I
  • January 16, 2024

I am not sure how to make the conditions?

vdiaz
Acumatica Moderator
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  • vdiaz
  • Acumatica Moderator
  • July 27, 2024

@CAMORRISON Hi! Were you able to solve your problem?

Valentina
Chris Hackett
DipakNilkanth
Pro III
Forum|alt.badge.img+13

Hi @CAMORRISON ,

You need add filters from the Filters screen in Acumatica for the date range you required.

Like for current month you can use predefined filters line @MonthStart and @MonthEnd for current month appointments and for previous you can use @MonthStart-1.

For Current Month
For Previous Month

Hope, it helps!

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
vdiaz
Chris Hackett
D
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