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How to Create Matrix/Pivot Report?

  • 23 August 2022
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Need to any sample pivot or matrix reports.

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Best answer by Laura02 23 August 2022, 11:42

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Hello,

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.

https://openuni.acumatica.com/courses/reporting/s130-inquiries-reports-and-dashboards/

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