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Project Name in Financial Report Title

  • July 14, 2023
  • 8 replies
  • 172 views
F
Jr Varsity III
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I am using the financial report writer to build a project P&L for my client. I am having trouble getting the project name to appear in the title since there does not seem to be a parameter available.

In my column set, I have added:

=@StartProject + ' - ' + THIS IS WHERE I WANT THE PROJECT DESCRIPTION

The project code is an auto-numbered ID and without the name makes it difficult to identify the reports.

Thank you in advance.

Best answer by SanayaS

@frankfiorentino81 I looked at an existing report in the sales demo where i knew the project ID parameter existed and this is what it says:

=Report.GetFieldSchema('PMReportMetadata.ProjectID')

can you use this on the parameters screen within report designer and see if it works? 

Thanks. This doesn't work exactly as you mentioned, but I was able to use the field you suggested in the GetDescription formula instead and it worked! :)

 

    8 replies

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • July 14, 2023

    Hello @frankfiorentino81 ,

    I agree, there is no way to include the Project description in a financial report header at this time.  Please consider adding the idea on this forum: https://community.acumatica.com/topic/new?type=idea

    You may also Consider Velixo reporting (Excell add-on).  Search this forum for more information and links to Velixo. 

    Acuamtica ARM reports meet the needs of about 90% of our clients, and for the rest we recommend Velixo.

    Laura

    ~ Laura Barber, WM Synergy
      iqraharrison
      Captain II
      Forum|alt.badge.img+9
      • iqraharrison
      • Captain II
      • July 14, 2023

      @frankfiorentino81 I looked at an existing report in the sales demo where i knew the project ID parameter existed and this is what it says:

      =Report.GetFieldSchema('PMReportMetadata.ProjectID')

      can you use this on the parameters screen within report designer and see if it works? 

      Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
        F
        Jr Varsity III
        Forum|alt.badge.img

        @iqraharrison48 Thanks for the suggestion but it does not work in the financial report writer. I tried to add it to my column set where the report title is configured, and it errored out.

          iqraharrison
          Captain II
          Forum|alt.badge.img+9
          • iqraharrison
          • Captain II
          • July 24, 2023

          @frankfiorentino81 can you share the error you received when trying to add the parameter? 

          Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
          F
          Jr Varsity III
          Forum|alt.badge.img

          @iqraharrison48 

           

           

          Chris Hackett
          Community Manager
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          • Chris Hackett
          • Acumatica Community Manager
          • August 22, 2023

          Hi @frankfiorentino81 were you able to find a solution? Thank you!

          Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
          F
          Jr Varsity III
          Forum|alt.badge.img

          No solution in ARM reports. I came up with a manual project naming workaround for the client.

            S
            Freshman II
            • SanayaS
            • Freshman II
            • Answer
            • December 15, 2025

            @frankfiorentino81 I looked at an existing report in the sales demo where i knew the project ID parameter existed and this is what it says:

            =Report.GetFieldSchema('PMReportMetadata.ProjectID')

            can you use this on the parameters screen within report designer and see if it works? 

            Thanks. This doesn't work exactly as you mentioned, but I was able to use the field you suggested in the GetDescription formula instead and it worked! :)

             

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