Skip to main content
Solved

Column set Import Scenario

  • April 11, 2023
  • 1 reply
  • 328 views

Is there a column set import scenario available for download somewhere that works with 2021 R2? I need to create a rolling 12 month P&L that has 4 columns for each period. Not being able to copy/paste columns and update the needed fields is causing this report to take too long to build out. 

Best answer by meganfriesen37

Unfortunately, there’s no way to copy just a column set (only a whole report definition can be exported)
 

https://community.acumatica.com/ideas/arm-add-ability-to-export-and-import-row-set-column-sets-and-unit-sets-10766

 

There is a rolling 12 month P&L in the Sales Demo data set that I’ve based some of my reports off before, but it only has 1 column per period and it is slow and tedious to manually add additional columns and format them.

There are also ideas for the ability to copy rows within a row set 
 

https://community.acumatica.com/ideas/arm-row-sets-the-ability-to-copy-rows-within-a-row-set-4244


and columns within a column set: 
 

https://community.acumatica.com/ideas/arm-reports-copy-column-within-a-column-set-6444

 

View original
Did this topic help you find an answer to your question?

1 reply

meganfriesen37
Captain II
Forum|alt.badge.img+12

Unfortunately, there’s no way to copy just a column set (only a whole report definition can be exported)
 

https://community.acumatica.com/ideas/arm-add-ability-to-export-and-import-row-set-column-sets-and-unit-sets-10766

 

There is a rolling 12 month P&L in the Sales Demo data set that I’ve based some of my reports off before, but it only has 1 column per period and it is slow and tedious to manually add additional columns and format them.

There are also ideas for the ability to copy rows within a row set 
 

https://community.acumatica.com/ideas/arm-row-sets-the-ability-to-copy-rows-within-a-row-set-4244


and columns within a column set: 
 

https://community.acumatica.com/ideas/arm-reports-copy-column-within-a-column-set-6444

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings