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Fixed Asset Balance Projection Report in Detail

  • 15 September 2022
  • 2 replies
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Is there a way to run the fixed asset balance projection reports to show the detail by asset? The standard report only shows summary data for all assets and I have a client that needs to see projections by asset for their tax books.

Best answer by BenjaminCrisman

Hi @frankfiorentino81 Currently the reports are set to be grouped, which lumps and sums all the amounts under one of the types of reports you’ve selected to run.

The report would need to be re-worked to remove the grouping and add the detail fields for the individual transactions.

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BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 631 replies
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  • September 15, 2022

Hi @frankfiorentino81 Currently the reports are set to be grouped, which lumps and sums all the amounts under one of the types of reports you’ve selected to run.

The report would need to be re-worked to remove the grouping and add the detail fields for the individual transactions.


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BenjaminCrisman wrote:

Hi @frankfiorentino81 Currently the reports are set to be grouped, which lumps and sums all the amounts under one of the types of reports you’ve selected to run.

The report would need to be re-worked to remove the grouping and add the detail fields for the individual transactions.

Thank you for the suggestion.


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