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Question

Is it possible to change the drilldown link for specific Financial statements?


Is it possible to change the hyperlink in a financial statement from the General Ledger Details report to a custom report? If so, can this be done per report or would be for all reports?

6 replies

Gabriel Michaud
Captain II
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The hyperlink opens report CS600000.rpx, which you should be able to modify. I don’t think you can change the report ID being used, however.

What are you looking to add or change in the report?


  • Freshman I
  • 5 replies
  • February 20, 2025

I know this is old, but I have a similar question. 

When drilling down on Financial reports, when I click on Account on General Ledger Details screen, can I change the link to bring me to a specific GI report instead of Account Details screen?  

Thanks.


  • Jr Varsity I
  • 9 replies
  • February 20, 2025
mswiderski21 wrote:

I know this is old, but I have a similar question. 

When drilling down on Financial reports, when I click on Account on General Ledger Details screen, can I change the link to bring me to a specific GI report instead of Account Details screen?  

Thanks.

You should be able to do this in the report designer by designating a Navigate URL, parameters, and methods for the field in question. I just tried to direct a field to a random GI in my system and it took me there.

 

 


  • Freshman I
  • 5 replies
  • February 21, 2025

 

awomack wrote:
mswiderski21 wrote:

I know this is old, but I have a similar question. 

When drilling down on Financial reports, when I click on Account on General Ledger Details screen, can I change the link to bring me to a specific GI report instead of Account Details screen?  

Thanks.

You should be able to do this in the report designer by designating a Navigate URL, parameters, and methods for the field in question. I just tried to direct a field to a random GI in my system and it took me there.

 

 

 

Thank you for your response, but I was referring to Financial General Ledger reports, I do not see the ability to edit those with Report Designer.  


nhatnghetinh
Captain II
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  • Captain II
  • 526 replies
  • February 22, 2025

Hi ​@mswiderski21 

Please refer to the "Trial Balance Summary" (GL.63.20.00) report. Acumatica has it set up as you expect.

NavigateUrl = 'Main?ScreenId=GL404000'+IIF([@OrgBAccountID]=Null,'&OrgBAccountIDIsEmpty=True','&OrgBAccountID='+[@OrgBAccountID])+'&LedgerID='+[@LedgerID]+'&StartPeriodID='+[@StartPeriodID]+'&EndPeriodID='+[@EndPeriodID]+'&AccountID='+[GLHistoryByPeriod.AccountID]

 

 

 

Best Regards,

NNT


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  • Acumatica Support Team
  • 871 replies
  • February 24, 2025

Hi ​@mattsylvia22 

There is no option available to alter the hyperlink. However, you may save your custom report as the default CS600000.rpx report. 

What information are you intending to add or what changes are made on the report?

By retaining all default columns, adding more columns and retaining same report name should work. 

You may explore further.

Regards,

 

 


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