Reports and Generic Inquires

We have recently upgraded from 2024 R2 to 2025 R2. Users reported that the same Dashboard loads much faster than before. Is this due to actual optimizations made to the underlying platform mechanism?

Hey, Gang - recently noticed for a customer that when the invoice report AR641000 goes out for Credit and Debit Memos, the report doesn’t display any values.  It displays just fine when I attempt to print it from the Invoices and Memos screen.  Issue is at the email.  Not sure what’s going on here.  I’ve attached the report and Email Template.  Any thoughts would be greatly appreciated.  

Hi All,I am currently setting up a QR code that can link directly to a Fixed Asset ID.At the moment, the QR code works when I use the fixed screen link only, and I can access the FA screen successfully. However, when I concatenate the FA ID field into the link, the QR code no longer works.Could you please advise if there is any specific configuration required for this? I would like to know if I am missing any setup or if the link format needs to be adjusted.It works with the screen link only, but it does not work after I add the FA ID field.Thank you.

Hello all,I have been trying to create a GI that will display the list of the customers whoes Customer class has an AttributeX added.How can I do so? I’m getting a bit confused in here as I tried to use AttributeX contains CustomerClass ID under Relations tab but no use.

Hello all,How can I define sorting conditions for cost codes with segments. I tried to define as:    Still no impact.

Hi All,I need some help with regards to bringing the amounts from a proforma Invoice to a main report.I have attached the zip file for the main report(PM652500.rpx) and the subreport. (PM652500CI.rpx)I have the below parameters on the main report.   Below is the external parameter for the sub report.   Parameters on the subreport   My problem is, I can’t figure out how to populate the amounts for [PMProformaLineWithPrevious.CuryLineTotal] on the main report which on the bel

Our management wants to display a metric on the Dashboard that identifies customers whose purchase frequency has dropped over the last month, compared to their regular historical buying pattern.For example:Customer A normally places 3 orders per week, but only placed 1 order weekly recently Customer B normally orders once every two weeks, but has made no purchase in the past two weeksWe need to flag these customers for sales team follow‑up to prevent customer churn. Could you advise how to build this logic via Acumatica Inquiry?

We need to flag inventory items that fail to hit our expected monthly sales growth targets, by comparing current‑month sales against the same month’s sales from the previous year.For example: Item A sold 100 units in May last year, with a predefined 2% sales growth target. If it sells fewer than 102 units in May this year, this item should be listed out for review.Is this logic achievable within Acumatica Generic Inquiry? If so, could you share the approach or required data sources to implement this YoY sales growth comparison?

Hi Team,I created the tables as shown in the screenshot for the Expenses Paid AP report and am currently trying to fetch the vendor details, specifically AcctCD and AcctName.I tried multiple possible approaches, including adding APTran, Vendor, and PMTran tables, but still no luck. I’m running into issues such as: Missing records Duplicate records Incorrect IDs being picked even after applying grouping It seems the joins/grouping logic is not returning consistent results for the vendor details. Could you please help review the approach or suggest the best way to retrieve the correct vendor information without duplication or mismatched IDs?Thanks! 

Hi everyone, is there a way in a Generic Inquiry to group records based on text containing a specific value during a pivot? For example, I would like the GI results to group all records containing “Customer” together and display a total count of 45.Thank you in advance.

Im sure this has been asked, but I can not find it.  I need to know where to allocate material for production orders.  We are running into issues where not all materials are in for all orders, but enough is in for some.  and the production floor doesn’t know what they can and cant fill, then material gets pulled for orders that are not components complete.  example we have 1 product for 5 orders.1,2,3,4,5  we have everything for orders 2 and 5, and I want to allocate that material to those production orders. thanks!

Hello Community, I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.Steps to Reproduce: Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly). Create a Business Event triggered after releasing a payment. Add an Email Template

Good morning,We are finding that when clicking on the  calendar / Year in our various Report Designer reports, the list of year values is now limited.  The first year in the list is after our go-live, so to see a wide open date range, we need to key in the value, instead of using the calendar view like below to switch to a year in the teens..Did something change recently that would limit the years in some way?  Can this be configured in our setup to extend the range?Thanks!  

Hi Team,I am working on an custom report based on PMTimeActivity and needed to add a Manager filter using EPCompanyTreeMaster and EPCompanyTreeMember so managers can view only their employees.I added joins similar to:BAccount.DefContactID = EPCompanyTreeMember.ContactIDEPCompanyTreeMember.WorkGroupID = EPCompanyTree.WorkGroupIDand filtered using:EPCompanyTreeMaster.Description Like @ManagerOR@Manager IsNullThe filter works correctly, but after adding the EPCompanyTreeMaster and EPCompanyTreeMember joins, the report values are getting duplicated.Kindly assist if you have added similar filtering using EPCompanyTreeMaster and EPCompanyTreeMember in reports.Please find the screenshots of my joinings and filterings  

I recently noticed that when using the Prepayment Invoice functionality that the Prepayment Invoice seems to be considered a Payment despite not having received any Payment against that invoice. I am honestly surprised, but is this expected?It is truly just an Invoice like any other, but Total Paid and Unpaid Balance considers it a Payment it seems like. Does anyone else have this issue?We are having issues with appropriately reporting the true Balance due on an Order and depending on what stage the Prepayment invoices are in, the Balance Due is off by the $ Amount of Unpaid Invoices pretty much. 

How can I automatically print the invoice report so that it will be attached to the Activities section and automatically sent via email? Is it possible to make this work by simply clicking the Release button?

Is it possible to use HTML (or style sheets/CSS) to add a more robust e-mail signature at the end of an e-mail template in a report - either the code in the report itself or in an e-mail template in the system. Client is wishing to add their logo and formatting to an e-mail that is sent out with an invoice. Thank you in advance.

We are exploring a concept —  help us get it right!Acumatica Platform team is looking into ways to give non-admin users the ability to build their own GIs and Reports, while administrators control which data they can access. For example, a finance analyst building expense reports without ever seeing what employees are paid.We would love to hear your thoughts by commenting below to help us understand what level of control matters to your organization and why. Question 1: Review the two Mockups below and Provide your answers in commentsIf a user should not have access to Payroll data (for example), what should their GI and Report Designer experience look like?Option A: Payroll DACs are completely hidden. Users only see the DACs they have access to.

Hi, I have a customized report (attached) and added the stock item’s Alternate ID of the parent customer. The column I’ve added this into the report is called ‘Customer Code’. However, quantities are multiplied.Can you please help me correct my joins or if joins are correct, the conditional statement is wrong.I ran this report for Account C013554. Product code is 4005 and customer code is 1909830C000916 is the parent customer of C013554As you know, C00916 is the parent customer of C013554. I want to pull the Alternate ID of this parent customer 

When I click a particular Payment on the Checks and Payments screen, then go to the AP Payment Register report, then click the Send button, I would like to have a simple email template which populates data from the AP Payment Register report. Specifically, I would like to use the Vendor Name and Email Address and the Amount. I would also like the User’s Name in the email signature.I have tried two things.I created an email template based on the Checks and Payments screen and specified that in the AP Payment Register Report Designer. But none of the Data Fields I select in the email template work. The AP Payment Register Report screen does not appear to be available for the basis of an email template. Next, I scrapped the email template idea and tried to enter the email in the Report Designer Mail Settings fields. The problems here include not finding the Vendor Email Address and not being able to create the email Body with the line breaks and formatting d

Hey there! I’m really interested in being able to see “Qty on Hand” based on the receipt number. As an example the window that appears when you search for a receipt number in the adjustments screen. Has anyone made a GI like this?  

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      

How To create / Design Custom Date Financial Reports  in Acumatica? 

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Repor