Hi everyone, I’m hoping someone might have a solution or suggestion on the Taxes by Paycheck report. (It probably does not matter, but the Acumatica version is 2023 R1, build 23.103.0013)
Working with my client, we built 2 templates utilizing Additional Sorting and Filtering.
1 template lists the detail for all paygroups that start with “EB” correctly.
1 template lists the detail for all paygroups that start with “JT” correctly.
The Totals page is identical for both runs; therefore, the totals page does not adhere to the Additional Sorting and Filtering.
Does anyone have any suggestions?
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Awesome Doug!
Many thanks to you and the Acumatica support team! Your presentation of the screenshots and notes make it perfect for me to hand to our report writer(s).
Have a blessed day everyone.
@amyj03 The issue you describe above is expected. Let me explain …
The Taxes By Paycheck report (PR.64.10.70) contains multiple sections: a detail section followed by 2 sub-reports. I opened the Acumatica Report Designer to figure this out …
The detail section (main part of the report) changes to reflect the criteria you enter into the Additional Sort and Filters tab, but the sub-reports do not.
Issue
Sub-reports operate completely independently of the main report, including any Additional Sort and Filtering criteria, so the results of the sub-report did not change.
So what can be done?
The report and sub-report can be updated to include the Pay Group as a Report Parameter. The Report Parameters can be passed from the main report to the sub-report so your totals section will be consistent with your details section.
This change can be done by somebody with detailed knowledge of the Report Designer.