How to Create Matrix/Pivot Report?

  • 23 August 2022
  • 1 reply

Userlevel 1

Need to any sample pivot or matrix reports.


Best answer by Laura02 23 August 2022, 11:42

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One easy way to begin a Pivot Table is:  From an Inquiry screen, click Customization → Pivot Tables.

In order to see ‘Customization’ you must be a member of the Customizer role.

Another way to create a Pivot table in Acumatica is in Customization → Pivot Tables screen.

Here is a link to an Acumatica Open University class that includes Pivot Tables as a topic.


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