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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,559 Topics
  • 10,270 Replies
2559 Topics
A
Freshman I
AHankeFreshman I
asked in Reports and Generic Inquires
Looking for GI filter advice/how-to for same stock item attributes

Hello,I am building a GI screen specifically meant for our merchandising team to be able to review matrix/stock items of a certain status, to see if the item status needs updating. The main intent would be for archiving/deactivating products or otherwise moving them out of active status if they meet the criteria. The struggle I’m having is looking for a filter solution around attributes, since we only retire, reorder, etc full color or design lines as a group. The use case example would be:On a t-shirt product, which has “color” and “size” attributes– when all of the matrix SKUs of the same color under the same template id have sold out, that color line should be reviewed to see if that color specifically should be archived, reordered, not reordered, etc. (So if t-shirt BLUE size small is sold out, but t-shirt BLUE size large still has a lot of inventory, we don’t want the BLUE matrix/stock items to show up in the review. Only when the whole color line is sold out.) I am puzzled how to

496
A
Freshman I
S
Freshman I
SunnyM
asked in Reports and Generic Inquires
Error: The Update button is disabled. Customer Class Update

When trying to do a mass update to correct customer classes I get the following error message:Error: The Update button is disabled. anyone know how to fix it? 

06
S
Freshman I
A
Freshman I
arodriguez1Freshman I
asked in Reports and Generic Inquires
Open AP Invoice Formula Not Working

I'm trying to target open AP invoices in a Generic Inquiry, but no matter what I try, the formula always defaults to the else condition. =IIF([APInvoice.Status] = 'Open', 0, 1) =IIF([APInvoice.Status] = 'O', 0, 1) =IIF([APInvoice.Status] = 'o', 0, 1) =IIF([APInvoice.Status] = 1, 0, 1)   =IIF([APRegister.Status] = 'Open', 0, 1) =IIF([APRegister.Status] = 'O', 0, 1) =IIF([APRegister.Status] = 'o', 0, 1) =IIF([APRegister.Status] = 1, 0, 1)I’ve also confirmed that my conditions are limited to open and closed invoices, yet the formula always returns the result for the else part.Any insight on how the status field is actually stored or how to get this to work would be appreciated Thanks!

04
A
Freshman I
Jeff96
Captain II
Jeff96Captain II
asked in Reports and Generic Inquires
Shared Filter on Generic Inquiry Permissions

I can’t figure out where the access rights to share a filter on a GI is located in the permission settings. 

91017
K
Freshman I
S
Varsity I
SBaldwinVarsity I
asked in Reports and Generic Inquires
Tracking Sales Trends for Stock Item For Multiple Fiscal Years

I found this old thread that shows how to track sales order trends year over year, a part of me thinks that something similar can be done with specific inventory items? Has anyone successfully done this? My purchasing team is requesting to be able to see historical sales data of specific stock items.  

91
S
Varsity I
K
Freshman I
kviranga38Freshman I
asked in Reports and Generic Inquires
Custom Invoice Report Subreport Not Showing Tax Values on Print Action

Hi community,I’ve customized the Invoice and Memo, standard invoice report (ar641000.rpx) by adding a custom report that includes a subreport to display tax details like VAT name and amount. The subreport works correctly when I run it from the Parameters screen — VAT values and names display as expected.However, when printing the invoice through the Print action on the Invoice and Memo screen, the subreport shows 0.00 for tax amounts and 0 for VAT names.Could this be related to parameter passing or visibility of data when run from the main report?Any suggestions or best practices to ensure the subreport receives the correct tax data when printing through the screen.Thank you

82
A
Jr Varsity III
M
mujib
asked in Reports and Generic Inquires
How to sum variable in other section

Hi, can anyone help me ? $SubDPP=Format('{0:N2}',Round( Round([ARTran.CuryUnitPrice], 2)/1.11, 2 ))$SubTotalDPP = CDec( $SubDPP ) * [ARTran.Qty]I created a $SubTotalDPP variable in detailSection1, and I want to sum the variables in groupFooterSection1 =Sum( $SubTotalDPP ). and then when I run the report it always gives an invalid error Invalid field name $SubTotalDPP has been specified.   

161
A
Jr Varsity III
ketiller
Jr Varsity III
ketillerJr Varsity III
asked in Reports and Generic Inquires
Account Details - recreation GI (No account filter)

Hello, I am trying to export account details for the whole year 2022 by a specific branch for all accounts. on the Account details inquiry (GL404000) we have to include an account, so I was trying to recreate the screen as a GI where we do not have to include an account. I can get all the information in the GI besides the Beg. Balance and the End. Balance, any suggestions on how to get that information?Data class: GLTranRData field: SignBegBalance Screenshot of Account details screen:Thank you,KT

2667
A
Freshman I
C
Freshman I
ChloeSimon51Freshman I
asked in Reports and Generic Inquires
Excel Export acumatica report designer

How to wrap text in acumatica report designer for excel sheet 

181
BenjaminCrisman
Acumatica Employee
claudematherne24
Varsity I
claudematherne24Varsity I
asked in Reports and Generic Inquires
Getting Inventory CD to show in Mobile App

I’ve made a GI that is using the INLocationStatus table.  It is not joined to any other tables.  The GI returns the Location ID, Inventory ID, Inventory Description, QtyOnHand and QtyAvail.  I have this GI exposed to the Mobile Applicaiton. When I look at the GI on the desktop, I see the following:When I look at the GI in the mobile app, I see the following:In the mobile app, I am not getting the numeric value of the Inventory ID.  I can’t figure out why I am not getting the expected results. Any ideas?  Anyone else see this issue?

458
T
Freshman II
M
Freshman II
mdyerFreshman II
asked in Reports and Generic Inquires
Downloading Acumatica Report Designer

Hello - when I attempt to download the Report Designer for 2024 R2, I am getting this below error message, and am not seeing IIS 7 on the directory as an option anywhere. Do you know where I can get the report designer for 2024 R2 24.211.0024?  

192
A
Jr Varsity I
C
Freshman I
ChloeSimon51Freshman I
asked in Reports and Generic Inquires
Wrap text in excel

Hi guys. Does anyone know how I can get text to wrap in excel, after designing a report in Acumatica Report Designer, It wraps when I export to pdf, but not in excel. All relevant settings such as “Wrap Text” is set to true, but the lines wont break in excel, it appears as one straight line. Does anyone know how to assist please?

353
C
Freshman I
P
Jr Varsity II
PanteaShahrianJr Varsity II
asked in Reports and Generic Inquires
Duplicate Line Items Due to Reverse Charge – Report Designer Filter Needed

Hello 🙂, my issue is that due to reverse charge (i.e., input/output VAT handling), the line items appear twice on the document.I want to create a filter in the Report Designer to correct this duplication.Does anyone have an idea how I could solve this problem?Below are a few images that illustrate the issue.   

485
D
Pro I
P
Jr Varsity II
PanteaShahrianJr Varsity II
asked in Reports and Generic Inquires
How to Prevent Duplicate Line Items in Sales Order Report While Keeping Correct Tax Data?

Hello everyone,I’m facing an issue with the Sales Order (LA) report/form where some line items are unexpectedly shown twice, even though the underlying data looks correct. I suspect the problem is related to how the SOLine and SOTax tables are joined or how the data is grouped in the report.I’ve tried adjusting the joins (like using a LEFT JOIN between SOLine and SOTax) and filtering tax records, but so far without success. Removing the SOTax join causes errors or missing data in the report.My goal is to display each line item only once, while still showing the correct tax information, so that invoices and shipment documents don’t have duplicate lines. If anyone has any ideas or could help me troubleshoot and resolve this, I would really appreciate it!Thanks so much!Pantea  

866
plambert
Semi-Pro I
D
Freshman I
DeniseNeil89Freshman I
asked in Reports and Generic Inquires
Report Designer - Formatting formulas to 2 decimals

How do I modify the format in Report Designer to only print 2 decimal places when using formula’s.  It’s currently showing 4 decimal places.  We recently upgraded to 2024R1.So far in the Format field I’ve tried “N2”, “#,##0.#0”, “###,##0.#0”.  Any other suggestions? 

10479
J
Jr Varsity III
B
Freshman II
bstabiner95Freshman II
asked in Reports and Generic Inquires
Formatting Numbers as Currency in Report Designer

What is the best way to add a dollar sign in front of a dollar amount (e.g. Unit Price)? I’m looking through all of the community posts and I’m not seeing a direct answer. Here is what I have tried:Added '$'+ to the front of the field name. That made the Unit Price 5 decimals instead of 2.  Added the Unit Price as the Format. This made it 5 decimals instead of 2.It seems like there should be a very easy way to do this, but I’m not seeing it. Thanks in advance for your help!

6667
J
Jr Varsity III
A
Jr Varsity III
abdiJr Varsity III
asked in Reports and Generic Inquires
Acumatica Report Designer: Filtering Specific Image Attachment from Stock Item Acumatica Cloud ERP 2024 R2

Hello everyone,I'm working on an Acumatica Report Designer report and need some assistance with displaying an image from Stock Item attachments.Here's my scenario: I have two image files attached to a single Stock Item record in the Acumatica UI (under the Files tab). I want to display only one specific image on my report for each Stock Item. Currently, the image that appears on the report is the last uploaded file (which happens to be a QR code image). The image I want to display is typically the first uploaded file for that item, and it can be identified by its filename: it does NOT contain the word "qrcode". The QR code image, conversely, always contains "qrcode" in its filename.  

373
lauraj46
Captain II
A
Freshman II
alexgillespie61Freshman II
asked in Reports and Generic Inquires
Dynamic Date for a Scheduled Report (Email)

Hello!I have a scenario where a user has requested a few reports (2 templates of the same report to be more specific) be automated to send weekly on Monday mornings. These templates have a Start and End Date parameter that need to be set to reflect data from the previous week.Playing around with the updated template scheduling in 2025 R1, I can’t seem to find a way to have those dates be dynamic (i.e. Today and Today-7). Is there a “proper” way to set a date field to not be a static date in the email template?

334
A
Freshman II
S
Varsity I
SBaldwinVarsity I
asked in Reports and Generic Inquires
Remove Unnecessary Zeroes in GI Formula

I’m attempted to run a formula to find out how long it took to produce 1 item via a production order.The formula I am using so far is:=iif([AMMTran.Qty]=0,round(0,0),round([AMProdTotal.ActualLaborTime]/[AMMTran.Qty],2))But I’m now seeing an infinite number of 0s after the rounding, and I only want to see 2 decimal places worth. 

307
S
Varsity I
E
Freshman I
elliotLowe00Freshman I
asked in Reports and Generic Inquires
How to Display Each Cross Reference Row as a Separate Column in Report Designer (No Unique Identifier)

Hi everyone,I'm working on a report in Acumatica Report Designer that pulls data from the InventoryItem table, specifically from the Cross Reference tab (i.e., the INItemXRef table). My goal is to display up to three rows from the cross-reference tab for each item, and show them side-by-side as three separate columns in the report. I’ve attached pictures of:The report Where the cross-reference can be found A view of the cross-reference tabHere’s the structure I'm aiming for:| InventoryID | CrossRef1 | CrossRef2 | CrossRef3 ||-----------------|----------------|----------------|----------------|| A100           | ABC001     | DEF002     | XYZ003     |Is there any reliable way in Acumatica Report Designer to extract row #1, row #2, and row #3 from a repeating dataset (like INItemXRef), and display each one as a column — even when there’s no distinct identifier on each row?Thanks for any insight! And please let me know if I can clarify further!  

253
lauraj46
Captain II
claudematherne24
Varsity I
claudematherne24Varsity I
asked in Reports and Generic Inquires
Import Scenario error - Production Order Maintainence screen

Hello all, I’m in the process of testing our instance of Acumatica that we are upgrading from 2022 R1 to 2025 R1.  In my testing, I’m getting an error when trying to process a Import Scenario that we have been using for years related to creating new Produciton Orders and those Production Orders are released.  Here is the Import ScenarioWhen I try to process the Import, I get an error on the first record that says ‘BaseTotalQtyRequired’ cannot be empty.When looking at the screen, that field isn’t exposed.  Do I need to modify my screen to capture this field?  Or am I missing something in my Import Scenario?

244
claudematherne24
Varsity I
V
Freshman I
vishalsharma49Freshman I
asked in Reports and Generic Inquires
How to Create Generic Inquiry to get expiration date of lot&serial tracked items

Hello Experts, I Was looking to create a GI for lot& serial tracked item which is having expiry date . Please have a look to this GI is any thing i missed out please comment it .  

201
YasasWithanage76
Acumatica Employee
B
Freshman I
BenjaminChildress00Freshman I
asked in Reports and Generic Inquires
Bulk Print Pro Forma Invoices

Is there a way to print multiple pro forma invoices at once? I tried adding “Print” to the Mass Action tab in the Pro Forma GI and it resulted in only displaying one report/print screen at a time. 

131
dcomerford
Captain II
K
Freshman II
kcaldapaiFreshman II
asked in Reports and Generic Inquires
OData with parameters on URL

I’m kind of lost on how to use OData with parameters on url using postman. Hoping someone could help me to make this work?​​​​Thank you

1628
R
Captain I
K
Freshman I
kkrausFreshman I
asked in Reports and Generic Inquires
OData Error for PowerBI for only one GI

My data sources from GIs have been automatically updating a PowerBI sheet. However, today one of them broke, and only one of them, with the error:“DataSource.Error: We couldn't parse OData response result.  Error: Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.Details:    DataSourceKind=OData  DataSourcePath=https://company.acumatica.com/odata/Production/Sales%20Profitability%20Analysis%20Detailed.” I’ve attached the GI that’s causing the issue.

233
K
Freshman I

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