Reports and Generic Inquires

Although Acumatica UI has the ability to modify the theme color for tenants, the Report Does Acumatica plan to release a Dark Mode theme for this application? With so much white and whitespace that we’re working with, it would really help with the eye strain when editing such reports. Thanks for looking into it!

We have a logo built to 300px x 100px. I called it into our statement. It looks fine on screen in Acumatica but Pixelates when we export. Is there a fix?  Is there a recommended resolution that is different than the 300 x 100 pixel size?

Hi, I exported a report in Acumatica to excel with 1yr worth of data, when opening up the exported report in excel, it gives me the below error and if I hit yes, I will lose some of the data in the report. When running it in batch, say 1 month worth of data, I have all the data. Do you have any thoughts on this please? Thanks 

Hi, how do I get the last date of the attached signature file? Attached is the rpx. 

Hello,I am trying to create a GI that will give account ending balances for a specified branch and financial period across all account+subaccount combinations that have a non-zero balance. I wanted to expand an ARM report by account and subaccount and that isn’t really an option due to the size of the chart of accounts, number of subaccounts, and the maintenance required to maintain it. I am using GLHistoryByPeriod, GLHistory, and GLBudgetLine (x3, aliased) DACs. I have tried a few different configurations but the closest I’ve gotten so far is this:FROM GLHistoryLEFT JOIN GLHistoryByPeriod ON GLHistory.AccountID = GLHistoryByPeriod.AccountID AND GLHistory.SubID = GLHistoryByPeriod.SubID AND GLHistory.BranchID = GLHistoryByPeriod.BranchID AND GLHistory.LedgerID = GLHistoryByPeriod.LedgerID AND GLHistory.FinPeriodID = GLHistoryByPeriod.LastActivityPeriodINNER JOIN [PX.Objects.GL.Account] AS Account ON GLHistory.AccountID = Account.AccountIDINNER JOIN [PX.Objects.GL.Sub] AS Sub ON

Estimated reading time: 15–20 minutesWhile working with Acumatica Report Designer, there are several small things that can save significant time during development and troubleshooting. I thought of sharing some practical tips that might be helpful to other Acumatica developers and consultants.I've compiled some practical tips and lessons learned that may help Acumatica developers, consultants, and report designers save time when building and troubleshooting reports.1. Passing Parameters to a SubreportWhen passing parameters from a main report to a subreport, make sure you verify the parameter mapping carefully.Example: A Sales Order report passes the Order Type and Order Number to a subreport that displays additional order information.Things to verify: Define the required parameters in the subreport's schema. Ensure the parameter names match the names expected by the subreport. Make sure the parameter data types are compatible. In the main report, configure the subreport control'

Hi, I have a field to display PO#, and I’m trying to make its size dynamic, but despite trying all possible properties, it still only displays as much as fits in the original field size.I tried CanGrow first, then also ticked WordWrap, CanSplit, and Multiline, and as a last attempt, I also ticked CanShrink—none of them worked.The Report Designer version matches the Acumatica version, and the text field is not inside any other panel.I know I can manually increase the field size, but I’m trying to understand if these properties are actually functional. Any insights?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 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 have a requirement to send an email notification to remind the admin that their employee’s probationary will end in 2 days. It’s found under employees screen > history tab for the position.I had it working by creating a Business event + GI, but it only triggers an email notification when there is only one record in the GI. If there are multiple employees with the same probationary end date, it doesn’t trigger. Any thoughts? Attached is my BE and GI setup with the email notification. Thanks heaps!

Dear ALL,In Acumatica Report Designer, some reports, such as Unreleased AR Documents (AR656100), do not display the "RUN REPORT" button, unlike other reports.Could you please advise how to make the "RUN REPORT" button appear on this report?  Best Regards,NNT

I have an existing GI that works and pulls records correctly.  I wanted to use it as a base for another GI.  I tried copy and paste from the clipboard,  I tried saving it as a template and I tried copying it by recreating from scratch using the same tables, conditions etc but the new one pulls no records before I even made any changes. I am completely stumped.  Has anyone else run into this issue?  We are on 2025 R2

Hi everyone,The Dashboard Reference is now available for 2026 R2:Acumatica Dashboard Reference (2026 R2): https://beacon.acumatica.com/reader/shared/bffd1312-b73c-4159-82e0-6d180c4a026e/rootIt covers all 70 predefined dashboards in 2026 R2, grouped by module. Each dashboard page shows its screen ID, what it's for, where it's published, and every widget with the generic inquiry or form behind it.What changed since 2026 R1:Management now has a Modern UI version. AM-Production Meeting replaces the two project widgets with Active Project Production Orders and Project Production Orders by Status, both based on production orders. More dashboards now open in the Modern UI from the menu, including AP Clerk, AR Clerk, Controller and the main Manufacturing and Payroll dashboards. AP Clerk, AR Clerk and Controller also have separate Classic UI entries now (DBAP0001, DBAR0001, DBCA0001). These are listed on each dashboard's page.The 2026 R1 version is still available in the original topic: Communi

Hi, I’ve created a very simple GI to show account’s history out of GLTranR DAC. However, I am unable to pull the beginning and ending balance data. The goal is to show each GL Account ending balance per transaction line. Basically, like the below showing the Account ID, BegBal, Debit and Credit Amt and its ending balance on that day.Attached is the GI I created. I am open to suggestions or if you could modify the GI to achieve this, that’d be great as I think many of users/consultants would want this. Thanks heaps! 😊I’ve created a GI to show ending balance per period, but we do need the specific date rather than the period with no way to check at any other point in time. With a date filter we simply go back to the day we need to check.

I just created this KPI, and I’m trying to pull the OrigOrdeNbr to know the Original Owner. NOT the new ownerAll the records are pulling the OrderNbr Owner.Like the records below its showing 2 different OwnersI need help in finding out how to get to the OrigOrderNbr Owners.

Hi, I've setup a GI and a business event to send an email notification to all members of workgroup that there are POs waiting for their approval. It works fine but it sends an email notification for every PO made and approvers find it confusing. To avoid confusion, the new requirement is to send a daily blanket email instead of an email for each single order. To do that, I need to create a report and a business event to send it on schedule, but how do I set it up so that it sends the report separately per workgroup?For example, one email notification only to members of workgroup 1 and if the PO requires approval from workgroup 2, it only sends it to members of workgroup 2 and so on..

Hi everyone,A few days ago ​@ray20  asked whether there's a "Dashboard Reference" for the predefined dashboards, similar to the Report ReferenceThere isn't one, so I decided to build it with the help of AI.Acumatica Dashboard Reference (2026 R1): https://beacon.acumatica.com/reader/shared/d1fcb29f-5245-42e0-b4d8-65f1fd7808d1/rootIt covers all 70 predefined dashboards in 2026 R1, grouped by module. Each dashboard page shows its screen ID, what it's for, where it's published, and every widget with the generic inquiry or form behind it.I've checked everything and didn't find any mistakes. If you notice one, send me a PM and I'll fix it. I'll keep it up to date as new versions come out, and I'd be happy to hear any feedback or suggestions.

Hi everyone,I have 3 Generic Inquiries:GI A with a Division column that's a formula, GI B which also has a Division column as a formula.I'd like to create GI C by joining GI A and GI B on Division. However, Acumatica throws an "invalid" error.Any ideas on how to work around this? Thanks.

I’m trying to create a table that can tell users when a part was last cycle counted. I’ve attached the table that I have so far. The quantity is correct, however, some parts are not attaching correctly to their serial numbers, thereby resulting in no data being found for them. Any way to get this table to produce the correct results?

The Acumatica provided AP aging report is useless as-is because it downloads to Excel as a nested file. Is there a quick way to download the AP aging report as a flat file?

Trying to get a business event to trigger once a week, however, the process doesn’t seem to be working. The Automation Schedule is running, but the business event itself is not. Any troubleshooting ideas?The Business EventThe Report Hasn’t RunThe Automation ScheduleThe Schedule Has Run 

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. 

I have a few GI’s that need to be locked down so users cannot reorder the columns or hide columns.  I also would like to prevent them from making filters.  Is it possible to lock them down for certain users so they cannot do these things, yet have the parameter fields still be available to use?

Hi, so i have created this YTD GI report. I'm trying to insert in date ranges that can make me see both years at the same time. But when I finish no data is showing. Can I get help please 

Hi all, I have subreport in the header area that I can’t get to render. The subreport runs fine when I add it to the site menu and run it separately. I have an almost identical subreport running fine in a detail section (see below).I even tried putting the second subreport in a detail section. Lastly, if I add a field to the subreport header or footer, those fields show up. Any thoughts?   

Hi, I’ve created a custom GI to link GLTran table to ARInvoice table. In the GI, I want the branch/company details such as address, ABN, email, etc.The relations I did was to link ARInvoice to Branch, Branch to OrganizationBAccount > OrganizationBAccount to Address and Contact tables, but returns nothing in the GI. I’ve attached the GI I created, can you please help identify what I’m missing here? I’ve done it this way before, but this specific GI isn’t showing the details I need. Thanks for your help!