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ARM Report Header


I have a client with multiple companies in one tenant.  While you can pull an ARM report for Company A while you are in Company B, the header information displayed is still for Company B.  What is the correct formula to display the selected Company Id instead of the current Company you are in?  The default formula is:

=Report.GetDefUI('RowCompanyBAccount.AcctName')

 

Best answer by meganfriesen37

How is the user running the report for the alternate company?

  1. If you have configured a Unit Set with different Units per branch, you can use “=@UnitText
  2. If the user is picking the COMPANY when running the report, then you can use =@OrganizationName
  3. If the user is selecting a Start and/or Ending BRANCH them you can use =Report.GetBranchText(@StartBranch) or =Report.GetBranchText(@EndBranch)

Hope this helps

Megan

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meganfriesen37
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  • Captain II
  • 601 replies
  • Answer
  • February 27, 2024

How is the user running the report for the alternate company?

  1. If you have configured a Unit Set with different Units per branch, you can use “=@UnitText
  2. If the user is picking the COMPANY when running the report, then you can use =@OrganizationName
  3. If the user is selecting a Start and/or Ending BRANCH them you can use =Report.GetBranchText(@StartBranch) or =Report.GetBranchText(@EndBranch)

Hope this helps

Megan


  • Author
  • Freshman I
  • 4 replies
  • February 27, 2024

The user is picking the Company when running the report.  Your second suggestion worked perfectly!  Thank you.


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