Hello all,
Thanks for any advice here. I’m struggling to create an omnibus Financial Reports package that is a standalone Customization Project. I’ve tried a few approaches but I’m not seeing what I want.
Starting with the ARM reports:
I’ve selected a specific ARM report and exported the XML file from Report Definition.
Then I’ve tried both preserving the original code (DBS is shown here) and modifying the XML to have a new code (EG MyOrgDBS). I’m getting the same results though- but open to feedback if that is important or not.
Then I take that XML file and add it to the ‘Files’ area of the designated Customization Project.
Then, I export that project and import the .ZIP to another instance of Acumatica (same version - 2025R1).
The results I’m getting are that I do not see that the ARM file’s Description field is preserved, which makes me think that the ARM report that I am attempting to import (as part of the Customization project ) is being preserved at all.
Is there a more appropriate way to bundle up ARM reports (and eventually .RPX files) into a Customization project?
Or- is there something I am missing that would explain why the old data aren’t being overwritten by the new data from the customization project?
Thank you Acumatica folks for any ideas.
Arline
