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Adding totals to our Filters

  • February 20, 2025
  • 6 replies
  • 107 views
E
Freshman II

Hi all - I'm only new here and to the product.  Just hoping I could get some assistance with this.
We have several filters for different things in our Invoice/Memo and Bills/Adjustment areas.  Just wondering is there a way we can get a total to that filter - screenshot below.  Thanks heaps.

 

 

Best answer by DipakNilkanth

Hi ​@Elke,

You want to see totals for columns as below, right?

If I understood your issue correctly, you just need to add Total Aggregate Function to your column, that’s it.

 

Hope, it helps!

6 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • February 20, 2025

Hi ​@Elke 

Your screenshot is Generic Inquiry. For Generic Inquiry we can create a total Column but cannot create a total Row

 

If you want to create a total Row in the report then you can use Report Designer to create the report as shown in the screenshot below.

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
T
E
E
Freshman II
  • Elke
  • Author
  • Freshman II
  • February 20, 2025

okay, thank you

 

DipakNilkanth
Pro III
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  • DipakNilkanth
  • Pro III
  • Answer
  • February 20, 2025

Hi ​@Elke,

You want to see totals for columns as below, right?

If I understood your issue correctly, you just need to add Total Aggregate Function to your column, that’s it.

 

Hope, it helps!

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
BenjaminCrisman
T
E
BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • February 20, 2025

  

Hi ​@Elke 

Your screenshot is Generic Inquiry. For Generic Inquiry we can create a total Column but cannot create a total Row

 

If you want to create a total Row in the report then you can use Report Designer to create the report as shown in the screenshot below.

 

Best Regards,

NNT

​@nhatnghetinh Actually we can create this using Total Aggregate Function on the GI, which is hidden by default but can be brought out from the column configurator

Chris Hackett
nhatnghetinh
E
Freshman II
  • Elke
  • Author
  • Freshman II
  • February 20, 2025

Thanks ​@Nilkanth Dipak - that worked - appreciate your help 😊

Chris Hackett
DipakNilkanth
C
Freshman I

Hi ​@Elke,

You want to see totals for columns as below, right?

If I understood your issue correctly, you just need to add Total Aggregate Function to your column, that’s it.

 

Hope, it helps!

HI ​@DipakNilkanth is there any additional setting for the total aggregate function can he inherited in the filtered tab? Mine can only be seen in the “All Records” Tab, but not on the created Filtered Tab.

 

PS. It worked for me for filtered tab not using the Selected Filter. 

Chris Hackett
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