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Question

Duplicate values in custom report after adding EPCompanyTreeMaster filter for Manager

  • May 18, 2026
  • 2 replies
  • 31 views
Sagar Greytrix
Captain II
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Hi Team,

I am working on an custom report based on PMTimeActivity and needed to add a Manager filter using EPCompanyTreeMaster and EPCompanyTreeMember so managers can view only their employees.

I added joins similar to:

BAccount.DefContactID = EPCompanyTreeMember.ContactID
EPCompanyTreeMember.WorkGroupID = EPCompanyTree.WorkGroupID

and filtered using:

EPCompanyTreeMaster.Description Like @Manager
OR
@Manager IsNull

The filter works correctly, but after adding the EPCompanyTreeMaster and EPCompanyTreeMember joins, the report values are getting duplicated.

Kindly assist if you have added similar filtering using EPCompanyTreeMaster and EPCompanyTreeMember in reports.

Please find the screenshots of my joinings and filterings

 


 


 

 

Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com

2 replies

A
Captain II
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  • aiwan
  • Captain II
  • May 18, 2026

​@Sagar Greytrix 

 

Could you join EPCompanyTreeMaster directly to EPEmployee on WorkgroupID?

Aleks
    Sagar Greytrix
    Captain II
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    ​@aiwan Thank you for your response
     

    Yes, I can directly join EPCompanyTreeMaster with EPEmployee, but that would only return the supervisor/master employee details.

    Since the requirement is to retrieve both the master employee and their team members, we also need to include EPCompanyTreeMember, as the team members are stored there and linked to the workgroup in EPCompanyTreeMaster.

    The join (EPCompanyTreeMaster and EPEmployee) are working correctly and are not causing any duplication issues. However, after adding the parameter, no records are being displayed.
     

     

    Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
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