Is there a good way to run financial reports with specific date ranges?
Question
Running Financial Reports by Specific Date Range
+12Hi Nirav, short answer: not in ARM. Analytical Report Manager reports are built on financial periods, so you can’t run them for an arbitrary date range like the 5th to the 20th (there’s an open idea for it, if you want to upvote it.)
Native workarounds:
- Account Details inquiry (GL404000) lets you filter GL transactions by date, which is good for checking a single account.
- A Generic Inquiry on GL transactions with From/To date parameters lets you build a date-filtered view across accounts and export it to Excel.
Both give you transaction lists, not a formatted financial statement, so you’d still have to lay it out yourself.
As an alternative, this is something that Velixo handles natively, our functions work with dates (as well as financial periods) https://help.velixo.com/doc/main/acumatica/retrieving-ytd-mtd-qtd-balances
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