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ARM Report Header

  • February 27, 2024
  • 5 replies
  • 209 views
B
Freshman I

I have a client with multiple companies in one tenant.  While you can pull an ARM report for Company A while you are in Company B, the header information displayed is still for Company B.  What is the correct formula to display the selected Company Id instead of the current Company you are in?  The default formula is:

=Report.GetDefUI('RowCompanyBAccount.AcctName')

 

Best answer by meganfriesen37

How is the user running the report for the alternate company?

  1. If you have configured a Unit Set with different Units per branch, you can use “=@UnitText”
  2. If the user is picking the COMPANY when running the report, then you can use =@OrganizationName
  3. If the user is selecting a Start and/or Ending BRANCH them you can use =Report.GetBranchText(@StartBranch) or =Report.GetBranchText(@EndBranch)

Hope this helps

Megan

patrickcolgan94

5 replies

meganfriesen37
Captain II
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  • meganfriesen37
  • Captain II
  • Answer
  • February 27, 2024

How is the user running the report for the alternate company?

  1. If you have configured a Unit Set with different Units per branch, you can use “=@UnitText”
  2. If the user is picking the COMPANY when running the report, then you can use =@OrganizationName
  3. If the user is selecting a Start and/or Ending BRANCH them you can use =Report.GetBranchText(@StartBranch) or =Report.GetBranchText(@EndBranch)

Hope this helps

Megan

Megan Friesen, Contego Software Solutions, Canada
Chris Hackett
B
Freshman I
  • bsullivan08
  • Author
  • Freshman I
  • February 27, 2024

The user is picking the Company when running the report.  Your second suggestion worked perfectly!  Thank you.

meganfriesen37
Chris Hackett
sroberts29
Freshman II
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  • sroberts29
  • Freshman II
  • June 3, 2025

What if the Company is hard-coded into the report design? Therefore it’s not a parameter. 
@OrganizationName is often returning no results.

Sherry Roberts | Aktion Associates
meganfriesen37
Captain II
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​@sroberts29 

=Report.GetDefUI('RowCompanyBAccount.AcctName') will return the company name of the logged in company/branch when the report is run.

In the demo environment, that’s what brings back Revision Two Products as the company/branch name at the top of this report, as no company or branch is selected when running the report.
 

 

Megan Friesen, Contego Software Solutions, Canada
Chris Hackett
sroberts29
Freshman II
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  • sroberts29
  • Freshman II
  • June 4, 2025

Thanks ​@meganfriesen37  - but that doesn’t work for my client. I think I’m just going to make a duplicate column set and type good old text at the top. They have a Company pre-selected in their report parameters.

Sherry Roberts | Aktion Associates
Chris Hackett
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