Skip to main content
Answer

Acumatica Does Not Have Any OOTB Snapshotting of Transactional Data (e.g. Booking), Right?

  • November 26, 2025
  • 1 reply
  • 22 views
P
Varsity I
Forum|alt.badge.img

Hi Acumatica People,

I was looking at the body of generic Inquiries and report designer reports associated with booking. For us, the order register report looks like the closest thing to a starting point for a booking data. Some ERPs provide some report snapshotting (e.g. Oracle Applications has Period End Inventory reporting feature which you can set-up inventory snapshotting as an end user). I don't see anything such as this that is out of the box? We already have Power BI configured and licensed for our legacy ERP and a small warehouse. I don’t think we missed anything and we will continue going down the road of setting up/configuring our small data warehouse for Acumatica (e.g. configure data retrieval using OData).

Is there any out of the box reporting feature one can configure for snapshotting?


 

Best answer by meganfriesen37

Hi - there are a number of period sensitive reports that you can use.  Have you taken a look at the following reports?  As well, completing the month end close and lock processes ensures that the period end values are not changed.

  • AR: AR Aged Period-Sensitive and AR Aged Period-Sensitive by Project
  • AP: AP Aged Period-Sensitive and AP Aged Period-Sensitive by Project
  • Purchasing: Purchase Accrual Balance by Period
  • Inventory: Historical Inventory Balance and Historical Inventory Valuation

There are others as well, but these are the ones off the top of my head.

1 reply

meganfriesen37
Captain II
Forum|alt.badge.img+12
  • meganfriesen37
  • Captain II
  • Answer
  • November 26, 2025

Hi - there are a number of period sensitive reports that you can use.  Have you taken a look at the following reports?  As well, completing the month end close and lock processes ensures that the period end values are not changed.

  • AR: AR Aged Period-Sensitive and AR Aged Period-Sensitive by Project
  • AP: AP Aged Period-Sensitive and AP Aged Period-Sensitive by Project
  • Purchasing: Purchase Accrual Balance by Period
  • Inventory: Historical Inventory Balance and Historical Inventory Valuation

There are others as well, but these are the ones off the top of my head.

Megan Friesen, Contego Software Solutions, Canada
Chris Hackett
Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved