custom report

  • 19 April 2022
  • 7 replies

How long should it take to make an open orders custom report ??


Best answer by Naveen Boga 19 April 2022, 20:02

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7 replies

Userlevel 7
Badge +18

@Cetylite  You wanted to create a simple GI for the Open Orders? OR the Report Designer report?

Report Designer report

Userlevel 7
Badge +18

Hi @Cetylite  You just wanted to show all the OPEN orders from the system OR you wanted to add a filters like below.

  1. Order Type
  2. Order Nbr
  3. Customer
  4. Order Date
Userlevel 7
Badge +18

@Cetylite  Instead of going for a new custom report. There is already a Default Acumatica report available to fetch Sales Order Details.

Please find the screenshot for reference.



Userlevel 3

How could we add the Customer Ship To Location to this report?

Userlevel 7
Badge +18

@sarah  Hoping you wanted to show the below default Location from the Customer record.

If yes, in the report, you can join the BAccount/Customer table with the Location table using BAccount ID and Location ID to fetch the Location name. 



Userlevel 7
Badge +11

Hi @Cetylite 

You may refer to the Reports designer documentation to get an understanding on using Reports designer. Here is the online help link:

Also, you can give us a list of columns you want to see on your report. We can try suggest any existing best report (like the one @Naveen Boga has suggested) you can either directly use or can customize further. 



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