How can I add the user ID column in the journey entry transaction reports by period or by account? And how can I inquire based on userID?
Please advise. Thank you so much!
Aaren
Best answer by lcombrinck55
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Hi, not sure if I am on the same screen you are referring to, but if you need the user who created the journal on the report you can do the following:
Screens are from my local Sales Demo
GL633000 - Transactions by Period
You will have to edit the report to include the CreatedByID.
- Save report to new version
- Add CreatedByID field
- Save
- Refresh Acumatica before you open the report
- Open the report in Acumatica
- Go to ADDITIONAL SORT AND FILTERS tab
- Add additional filter
Hi
Thank you so much for the detail screenshots. But somehow I don’t have “Edit Report” and “Report Version” on that same screen, is that a special feature? Thanks ahead!
Hi
You need to go to your user setup and give yourself access to the Report Designer role.
Always save the report to a new version in the Report Designer because if you make a mistake you need to revert back to the previous version.
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