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custom report

  • 19 April 2022
  • 7 replies
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How long should it take to make an open orders custom report ??

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

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

Naveen B
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Report Designer report

Naveen Boga
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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
Naveen B
Naveen Boga
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@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.

 

 

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

Sarah Bond
Naveen Boga
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@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. 

 

 

Naveen B
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Hi @Cetylite 

You may refer to the Reports designer documentation to get an understanding on using Reports designer. Here is the online help link:
https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=e15a22db-126f-40f7-a362-e02a4ea7e4ad

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. 

Regards,

VijayKumarU

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