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Question

ARM report naming convention when exporting

  • March 19, 2026
  • 2 replies
  • 19 views
C
Varsity I
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Client has different companies in their tenant.  They would like when downloading the financial reports (balance sheet, Income Statement, etc.)  it exports the file name as Balance Sheet - <Company ID> - 01.31.2026.pdf (the financial period pulled through on the selection page.  

Right now it downloads as Balance Sheet (2026-03-19).pdf which is the day the report was ran even though they only pulled as of January 31, 2026.

Is there a way to change this?  I know we can change via Report Designer for non ARM reports.

 

2 replies

R
Acumatica Employee
  • Rachel Merritt
  • Acumatica Employee
  • March 19, 2026

Here is a community article with Report Designer FAQ’s, it has a section in this article with step by step instructions to change the export name of a report:  

 

C
Varsity I
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  • cwomack98
  • Author
  • Varsity I
  • March 19, 2026

That is a great article for Report Designer.  I am asking about the Financial ARM reports.

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