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Question

How can I get a subaccount description to print in the ARM Heading of the report

S
Freshman II

Hi All, I have an ARM P&L report that is using unit sets that allows selections by Company and branches.  The report is structured to enable the selection of accounts by sub accounts. However, the headings are only printing the sub account code (which is meaningless to the recipient| and the site have 90 sub accounts used for reporting). Is there a way that I can get the actual sub account description to print  in the heading as shown below (where administration is sub account 09) and North Shore, Warkworth etc is the branch name.

Below is what is actually printing.

Any advice would be much appreciated.

thanking you

Sally

    Dmitrii Naumov
    darylbowman
    D
    4 people like this
    • Dmitrii Naumov
      Dmitrii Naumov
    • darylbowman
      darylbowman
    • D
      Django
    • jinin
      jinin

    2 replies

    Laura02
    Captain II
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    • Laura02
    • Captain II
    • 3132 replies
    • August 20, 2024

    Hello,

    At first glance, it seems like there is no way in current versions to print the Subaccount descriptions in the Title area of an ARM report.

    Your Idea has been added to the Ideas section of Acumatica Community.  Please Vote:

    https://community.acumatica.com/ideas/financial-report-arm-header-description-of-subaccount-4974

    Perhaps you could consider Velixo for distribution of Financial reports. See out their Distribution List feature on You Tube.  Distribution Lists include parameters like Company, Branch, and Subaccount with report names and email addresses to push reports out to users from Excel.

    Laura

    Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    S
    Freshman II
    • SallyAG
    • Author
    • Freshman II
    • 3 replies
    • August 20, 2024

    Thank you Laura, It would be very helpful if the headings had the ability to select any field to be inserted for reporting purposes.Acumatica has some great adaptability utilising areas such as sub accounts so it would be great to have the ability to print useful fields.

    Reply


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