Reports and Generic Inquires

Hi EveryoneThis is my first time creating a report in report designer and I am in need of some guidance.I have created a sub report (or tried to) I can’t see what I’m missing but when I populate the parameters I just get a blank page. When it is pulled into my main report (which runs without the link but without the information I need - obviously), the main report also becomes a blank page!My company often provide services which are charged at different rates of tax. Therefore, we want to show how much in total is charged at each rate. Essentially all I am trying to do is list all the different VAT information which when in Acumatica is shown on the Tax Tab in the invoice screen (screenshot added). I want it to display once on the invoice above the total due information.I know this information is available as I’ve been able to draw it out but it doesn’t show how I want it and I believed creating a sub report and linking this in a footer group would work. However, creating the sub repor

I am trying to add our Customer Alternate ID to our Purchase Order Report and it is not appearing. Any help appreciated! 

Hello all,I have been able to add an image as a watermark, Acumatica logo, to the Sales Invoice form, which shows in the HTML view as seen below. However, when I switch to the PDF view the watermark disappears as seen below. Also, exporting to PDF or emailing, via the SEND action from this screen the resulting PDF file does not show the watermark. What do I need to do make the watermark appear in the in both the views and on the PDF files? Below is the setting I have used in the Report Designer. 

How to make the quantity in the printed form blank when the quantity in transaction is 0 and show qty if transaction has quantity? Currently, it is not visible. If I make it visible, it is going to show quantity for all transactions even with quantity 0.00.Can someone please guide me? Below is my expression: Sample transaction ran from Project Billing: 

Does anyone know of a way to bring a “filter” into conditions?I’m trying to filter “First Invoice Date” and i’m using SOInvoice.DocDate to do so. however, this catches all invoices. I can filter, but that only happens after my information has been pulled and it does not achieve what i am trying to do.^this is the “Drilldown” filter that gets applied when going from the Sales Manager Dashboard. It shows the exact info I need, but i cannot set this up as a business event; it drops the filter.  This is how I have attempted to create the filter; but it still shows me old customers because their invoice date is still included in this filter.I get my information perfectly but I cannot, ‘filter’, for a better word, my First Invoice Date down without bringing in other customers who have also had invoices created within the last month, or using a separate filter after the GI has been ran. I post here as a last report and my google abilities have ran dry now that AI has taken over their algos. I

I’m looking for a way to easily show which user picked and packed a shipment--ideally without enabling Audit History for non-administrator user roles.We’d like to track both who picked and packed each shipment. Is there a way to expose that information through a GI or report, perhaps by referencing system fields or tables that store user IDs tied to those actions?If anyone has done this (or knows which tables or fields contain that data), I’d really appreciate any pointers.

I’m trying to create a GI that will show all five lines of a Sales Order using joins based on line numbers. However, Line Numbers (or Sort Order) don’t follow a sequential order, so I can’t filter based on 1,2,3,ect. I tried the following join, but this only results in the first value working correctly, and the rest being the same part repeated over and over again (and its not even the second part in the list.) Is there some way to fix these joins so that they work correctly? (See attached GI)  

Hello everyone,does anyone know how I can move the position directly to the second page instead of splitting it across two pages?The "keep together" option is set to true,and both "can split" and "can shrink" are set to false, but it still splits.  Does anyone have any idea?Best regardspantea

SO, in this designer report the item line is not picking from the correct path that is SoShipLine.TranDesc. The Soshipline was not in it so i join it to the table of SoShipment. I try adding it but the result was duplicating itself on every linethis was the formual that was puling the item.=IIf([SOPickerListEntry.LotSerialNbr]<>Null, Format('{0} {1} {2}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.LotSerialNbr],[SOPickerListEntry.InventoryID_description]), Format('{0} {1}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.InventoryID_description])) This is after I join SoShipLine to get TranDesc this is the formula i used=IIf(    [SOPickerListEntry.LotSerialNbr]<>Null,    Format(        '{0} {1} {2} {3}',        [SOPickerListEntry.InventoryID],        [SOPickerListEntry.LotSerialNbr],        [SOPickerListEntry.InventoryID_description],        [SOShipLine.TranDesc]    ),    Format(        '{0} {1} {2}',        [SOPickerListEntry.InventoryID],        [SOPickerList

Report DesignerI have this issue with Picking Report, the first two items get duplicated when I'm running the report designer.

Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal. Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account. I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI? 

Hi,I have a client who needs to report GST in Canada on the Sales and Purchases side. However, they have multiple AP or AR line items under one invoice that could include GST and Non-GST items. I am having issues how to reflect both GST and Non-GST amounts on the Tax Details or Tax Summary reports under % Taxes in Acumatica. Here is an example of the Reporting Group I have setup on the Purchases (AP) side.  I have also created two separate tax zones for GST and GST Exempt here are print screen of those:   What am I doing wrong? Any help would be great.Thanks,Frances    

Hello Everyone, I am trying to add watermark in paid invoices, Text box is working fine but i want watermark. I tried everything not getting the results. Please Help!

I have a simple GI that displays custom, Commission Paystub records for the logged in user. I created shared filters for “This Week”, “Last Week”, etc. to filter those by date range.I exposed the GI to mobile.It works as expected, on web and on mobile.However, I created a dashboard with a KPI widget that uses the “This Week” shared filter from the above-mentioned GI to sum and display the total commission for the current week.I exposed this dashboard to mobile and it also works as expected until the user taps on the KPI to open the supporting GI. The data for the “This Week” filter displays as expected but when the user switches to a different tab the GI data does not refresh. For example, if the “This Week” filter displayed 10 records, then the “This Month” filter will display the same 10 records, but no more. Any other filter that has a date range that encompasses the records initially displayed on KPI, will display those records and only those records. Any other filter will be blank

I’m trying to make this report portrait, however, this report always seems to produce landscape. It seems like there may be extra stuff to the right. What can I do to change the layout of the report?

Hi All. I have a report that I exported in Excel, but the pageHeaders/groupHeaders sections are cut off. They should be extended far right up to the last column. How it looks in:  Excel exported (not OK) - How to extend to the right?: Report designer (OK): System generated report (OK): 

For security reasons, I need to export a specifically formatted .csv file to a bank via sftp. I have a GI that populates when the payments are generated with a specific payment method (but before release). I then have automation schedules that process the export scenario to populate the file, then a separate one on the File Synchronization screen to synch the file(s).This process works and the bank gets the file. BUT, the synch is set on a schedule and submits empty files when no payables are run and I can’t seem to get the business event to trigger export when the file is updated with new/incremental data.Any ideas?

Hi,I’m building a report in Acumatica Report Designer where I want to show headings like “Smoking Tobacco” and “Moist Snuff” only once, followed by all the detail lines for that category.Right now, the group header (e.g., Smoking Tobacco) is repeating for every single record. I only want the heading to appear once, then all detail rows for that group, and then the next heading (e.g., Moist Snuff) with its details.I tried using an expression like: =IIf([InventoryItem.ItemClassID] = 'PIPETOB' OR [InventoryItem.ItemClassID] = 'HOOKAHTOB' OR [InventoryItem.ItemClassID] = 'RYO' OR [InventoryItem.ItemClassID] = 'WRAPAPRTUB')…but this still causes the header to repeat for each record instead of grouping properly.How can I set up grouping in Acumatica Report Designer so that the header prints only once per group, with all the records underneath it?I am trying to populate for example smoking tobacco transaction uder its heading and other data under another one. Report is based on the Report for

I’m trying to create a report that displays a shipment’s Return Label and I believe this is the field, however, using it produces inconsistent results. Sometimes, it produces the return label, and other times produces the shipping label. Is there a way to ensure only the return label is displayed?

I’ve built a report that pulls shipped item information from shipments for forecasting purposes.  I’m trying to link my existing tables to POOrder through POLine (ShipLineSplit to POLine on InventoryID) but am receiving grossly inflated shipped numbers.  Any ideas on how to solve this?  I’ve pasted a snapshot of my current relationships. Without the PO tables, the report works like a charm but I’m trying to exclude certain PO quantities (bulk / special orders) from a field that displays InSiteStatus.QtyPOOrders.  Thanks.  

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. For example, wouldn’t my ‘warehouse’ value lay on 7,7? that’s where it lies on the excel sheet.I’m trying to get “SOLine.InventoryID_description” to show on excel.

Hey All - I have seen the topics of issues with reports not filling up the page and leaving blank space, but unable to get mine to work - anyone have any tips? I had to Zip the file to load it.I tried:Changing to false on landscapeChange to Letter vs A4Print Empty on sections to False

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 as a subscriber. Attach the custom report in the Email Template with required parameters. Trigger the event → The email is sent but the attached report is blank. Is there anything I need to change

Hi.I need to create a GI that should calculate values ​​the same way as in a rowset. How i can do this?