Skip to main content
Solved

How to Filter on report writer based on a formula

  • December 15, 2023
  • 4 replies
  • 198 views

Forum|alt.badge.img

I am trying to filter the results of a report based on the below filters 

However, it is calculated field in the table as shown below: 

 

I am using the same formula on the filters tab like below: 

 

 

 

However, on the report - it does not list the items that are aged between 45 and 90 days ONLY. 

Can you please advise what I am missing here? thank you

@lauraj46, @Robert Sternberg - any ideas? thank you!

Best answer by lauraj46

Hi @kanupindi ,

Variables are created in the properties for a section, probably one of the customer group headings in your case.

 

Set the visibility for other sections based on the value of the $Include parameter.

I think you should be able to adapt this to use the formula that you already worked out.

Hope this helps!

Laura

View original
Did this topic help you find an answer to your question?

4 replies

lauraj46
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 606 replies
  • December 15, 2023

Hi @kanupindi ,

I've never tried using an aggregate function with a filter in the Report Designer.  I don't think this will work because it wouldn't know which group level to apply for.the filtering.

I have created an aging report similar to this, but using variables within the report and then hiding certain sections based on those calculations.  

Hope this helps!

Laura 


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 63 replies
  • December 15, 2023

Hi @lauraj46 ,

 

Thank you for your valuable feedback as always. Do you mind giving an example on what you meant by creating variables within the report? I am a novice when it comes to Acumatica Report Designer. 

Below is what a perfect result would be:

Age parameter 1: 45

Age parameter 2: 90

it should only display items between age 45 and 90 days on the report. 

Do you have any ideas on how I can implement this?


lauraj46
Captain II
Forum|alt.badge.img+8
  • Captain II
  • 606 replies
  • Answer
  • December 18, 2023

Hi @kanupindi ,

Variables are created in the properties for a section, probably one of the customer group headings in your case.

 

Set the visibility for other sections based on the value of the $Include parameter.

I think you should be able to adapt this to use the formula that you already worked out.

Hope this helps!

Laura


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 63 replies
  • December 18, 2023

Hi @lauraj46 , thank you for the feedback. I will try and get back to you


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings