Reports and Generic Inquires

Hi All,  I am in the process of doing a Generic inquiry tracking approvals and time differences between approval steps.But I'm struggling to get the difference between one approval step and another approval step.Step 1 Calculated Field: =iif([POApproval.StepID]='DBB0026D-FC97-ED11-9A17-00155D000300' ,[POApproval.ApproveDate] , Null)Step 2 Calculated Field: =iif([POApproval.StepID]='423376CC-B2A9-EC11-81C1-3CECEF0440D8' ,[POApproval.ApproveDate] , Null) Both the above returns dates, I am trying to get a datediff between the 2( Step 1 and Step 2), but my formula returns blank. 😑Datediff Formula: =Datediff( 'dd', iif([POApproval.StepID]='DBB0026D-FC97-ED11-9A17-00155D000300',[POApproval.ApproveDate] , Null), iif([POApproval.StepID]='423376CC-B2A9-EC11-81C1-3CECEF0440D8' ,[POApproval.ApproveDate] , Null))Anyone have any idea how I could approach getting the date difference? Thanks in Advance.

Hi All,Is it possible to add a line number as a field item and use it to format the output of the GI? For e.g., I have a GI that lists 10 rows but I had like to use the line number to change the background color of each alternate row, which is not based on any conditiion. Since, the Row Number is available only for display, how to get a row number for any GI (not a report)?Manish

hi All,I’m trying to use a Generic Inquiry (GI) in Power BI. The GI is already published and exposed via OData, as shown in the screenshot. The user has full admin rights and all related permissions.However, when connecting to the Acumatica instance from Power BI using the OData feed, this specific GI does not appear in the available list.Can anyone help identify what might be causing this issue? My Version is 2024 R2 24.209.0013 Thank you in advance!   

Hello!I have a GI that I need to filter by date range. When running the GI it is not filtering down to the date range window. GI and Screenshots below. I feel like I’m missing something obvious.Thank you for the help!  

I’m looking to find a screen or maybe a way to create a GI view that shows the history of actions on Invoices and Sales Orders. Specifically, I want to see if records have been deleted and if so, which record and when. Is this possible?

Dear Community, As we continue improving dashboards in Modern UI, we are evaluating the current dashboard personalization mechanism and would love to hear your feedback. Currently, when a user personalizes a dashboard, the system creates a completely independent copy. This means:• Any changes made to the master dashboard by an admin do not propagate to user copies.• Users cannot selectively pull updates from the master dashboard — only fully reset to it. We want to understand how this works for you in real-world scenarios:• Do you use dashboard personalization in its current form?• How do you manage updates when the master dashboard changes?• Would you find it useful to have a way to selectively pull updates while keeping personal changes?• Are there any specific improvements you’d like to see in how personalization works? We are considering redesigning the personalization mechanism as part of the Modern UI Dashboards update, and your input will help shape the direction of these improv

Hi AllHappy New YearI am sending emails to business accounts for a number of activities. The screen on the email template is GI. My emails are being sent correctly; however, they are not populating the related entity on the All Emails screen.Could you please assist if there is a setting I am missing that would display the information in the related entity column on the All Emails screen? See the sample screenshot. Kind regardsWilson 

This seems to be an interesting function but we dont know what business case it would be helpful in.As it provides a string of all values it has limited value but there must be some reason why it was added.I would be interested to know if anyone has found a use for this.ThanksJames 

I have found the following Report Designer resources:Basic Help: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=e15a22db-126f-40f7-a362-e02a4ea7e4ad Acumatica Open University S150: https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/I can’t find documentation for things like:Behavior: CommonSettings: AlternativeEngine PrintAllPages ViewPdf MailSettings: ActivitySource ParentSource ProcessOrder ProcessUnbound RequestContext RequestParams ViewerFieldsMode Data: DataMember DataSource Is there more comprehensive documentation available somewhere? The amount of information available inside the program is very limited. 

I’m trying to create a report that produces a excel sheet with cell borders. However, I can’t figure out how to get the borders to display in Excel. Is there a way to format the excel cells in Report Designer?

I am building this GI to get GP$. it seems like the formulas I am using is not giving me the accurate answer. Can someone please check formula to see if I have the right one. =IIf(    [ARTran.TranDate] >= '2025-01-01'    And [ARTran.TranDate] < '2026-01-01',    [ARTran.CuryTranAmt] - [ARTran.Cost],    0)

Hello,On the standard Acumatica Receiving Clerk dashboard is an item called “Receipts with no Bills”.  I examined the GI behind this and it seems incorrect.  The selection criteria is as follows.This seems incorrect as it is checking a text field that seems unrelated to determining if there is a bill.  While it says “InvoiceNbr”, the field is actually the Vendor Ref. when you examine the data.Am I correct that this is bad logic?Does anyone have a suggestion for proper logic to display “Receipts with no Bills”?THANKS!!!

I need to perform some additional calculations on the results of a pivot table. How might this be possible? The goal is to come up with a value that is this formula:SUM(Invoice Total) / COUNT (Number of Invoice RefNbr values) for a given customer & time period.I am struggling to produce this number because of the limitations I am finding within Generic Inquiries.Similar/Reference posts:  Does anyone know if this is possible? I also see that other people are attempting to to aggregate functions as a product feature, so please upvote:  Thank you for any suggestions!

So, I just build this GI. I want to show year to date for this year and last year.The formula for this year is working. The formula I have for this year is not working. Can I please get help if anyone has done this.This is my result now. 

Good Day how can one get the current detailed TB report to display budget columns next to each TB line? 

We are trying to clean up old vendors from our list vendor but do not have a way to identify the VENDOR status without having to drill down and open each one which is rather inefficient and not as useful as “VENDOR” status.  This may be to do a user before my time messing with the generic inquiry schema or is that how everyone’s vendor report appears. We do have MASS EDIT option SELECTED and can INACITIVE the VENDOR(s) accounts all at the same time once we have the VENDOR STATUS column available in the GENERIC INQUIRY.Does anyone know our VENDOR GENERIC INQUIRY would have a column for CUSTOMER STATUS rather than VENDOR STATUS?  The Vendor status also does not appear in the list of fields that can be selected to be visible in the report edit options.  . 

Hello everybody,I have the following scenario:A set consists of two components: a certificate, a 20-item box, which can contain one or more lot/serial numbers. In the delivery note, the information should be displayed as follows: Line for the certificate Line for the item (20-item box) Below the item line, a list of all associated lot/serial numbers should appear – regardless of whether there is one or multiple lots. The lot/serial numbers come from the field:[SOShipLineSplit.LotSerialNbr]Problem:When I use a separate detail section for the lot/serial numbers in the report, Acumatica repeats the item line for each lot/serial number. This causes duplicate or multiple item lines, which is not desired.I need a way to display the item line only once and list all associated lot/serial numbers below it in a single consolidated view.Question:What is the recommended approach or report setting to display the item line only once and show a consolidated list of all lot/serial numbers from t

Hi All,    Is there anyone with you able to create a generic inquiry with the Relationship for SOOrder, CROpportunity, and AMEstimate. I am trying to create a generic inquiry where i can see what is the estimate cost, and the created SO Unit Price for per specific project.  Thanks 

I wanted to share a setup I created to be able to use a list of IDs as a filter for GIs. It’s very flexible and can be used for Inventory IDs, Customer IDs, heck, anything, really. The general idea is to create a dedicated Import Scenario that does nothing except provide a place to load a list of records, and then join that list of records with the inquiry to act as a filter. The Data Provider and Import ScenarioCreate a simple data provider that has only one column. I find it convenient to name the tab ‘Data’ so that you can use exports from Acumatica fairly directly.Also helpful if you name the column ‘Inventory ID’ or the like if you intend to only use this for inventory items, again for export compatibility.Then create an empty Import Scenario which uses this provider. Publish it as its own screen someplace out of the way if you want finer control over permissions.No action lines in the mapping required! The sub-GINow that the setup is out of the way, here’s the crux of the trick:

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

Is there a way to have a “generic” attachment that goes out with every sales order or invoice?More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?

I have created this report in GI. Everything looks good until I found out the grouping is not work well.   After I view the inquiry, I released that some of my price class did not group 

Hi everyone,I’m working on an Acumatica label report that uses a custom Numbers table (UsrNumbers) and a parameter (QtyOfLabels) to control how many labels print.I’m seeing very different behavior depending on where the report is executed, and I’m trying to understand what the correct pattern should be. Setup Parameter: QtyOfLabels (Integer) Custom Numbers table: UsrNumbers Relation (simplified): <RelationRow>   <ChildField>Number</ChildField>   <Condition>GreaterOrEqual</Condition>   <ParentField>=CInt([@QtyOfLabels])</ParentField> </RelationRow>   Behavior I’m seeing1. Acumatica UI (Report Preview / Print) If QtyOfLabels = 5 Using GreaterOrEqual The UI prints exactly 5 labels, which looks correct If I switch the condition to LessOrEqual, the UI prints: 5, 6, 7, 8, 9, 10, … (all remaining rows in UsrNumbers) So the behavior appears to be tied to how UsrNumbers.Number is seeded (it does not start at 1). 2. Scan gun / Device Hub

for most of the dashboards I can not click create user copy. Where do I found that and active it for select users? 

Hi, I need some help with a report.We have a weekly report that is scheduled to be sent every week. We received it correctly throughout the month, but this week the report was generated with a Non-Production watermark.When I send the report manually, there is no watermark.Could you please advise what might cause the watermark to appear only in some cases?