Reports and Generic Inquires

Hello,    I have found this postHow to resolve the issue when the vertical alignment style not working in a report | Community  But is is 4 years ago post. I mean, until now, is it the only solution to this issue?

I want to add two new parameters in the AR Balance by Customer Report. I’m using Report Builder to modify the report. What changes should I perform in the Build Schema of Report Designer in order to filter both invoices and payments within the selected date range. Furthermore, if there are any other alternatives then please help me with this issue. Thank you.

I recently downloaded the Report Designer. I copied GL.63.30.00 from the server and modified it and then saved to the server as GL.63.30.02 then I went to the site map and added a line for the new report. The problem I get is, the report does not populate on the site. It also doesn't generate when I try typing it into the link (https://globalwide.acumatica.com/(W(29))/Main?ScreenId=GL633002). When I copy the 002 URL into an existing line, it says “You do not have enough rights”.Also, note, when I reopen the report designer and “open from server” and “load reports lists”, my prior saved report generates. So I believe it is in the server OK. I have a feeling I need certain user roles to fix this. Any recommendations? 

Hello!I need to filter my report by a date range. I have the Parameter and Filter setup within the build schema, screenshots below. However, when entering a start and end date then running the report, it is not filtering the report down to those dates. Thank you for the help! Parameter: Filters: Report Parameters: 

HI, I just made a copy of a new report from site map.How do I change the header to reflect the new one I want. 

       I've used Acumatica's Report Designer to generate a list of items purchased by a searched customer in the last 90 days. The logic is to query records from SOLine in the recent 90 days, group them by ItemID and customerid, and then list the ItemIDs.        However, the business side has a new requirement: some items are replaceable alternatives. For example, bfsk1, bfsk2, and bfsk3 are all beef steaks—only different in brand. Customers don’t care much about the brand; they purchased different ones simply because whichever brand was available in the warehouse at the time was used.    So, on the Sales Order Collection form, only the recent "bfsk"  needs to be displayed(requested by the sales team).The key challenges now are:How to identify replaceable items? The current idea is to group items with the same prefix and different numeric suffixes, but how does Acumatica Report Designer support this? After grouping, how to retain only the record with the latest OrderDate?Are there any

Hi All. Do you know why when clicking Send/Print Remittance from Cheques and Payments screen always direct me to report and I have to enter the Payment Reference Nbr in instead of running the form straight to the remittance pdf?From this:To this:It should automatically show the Remittance Advice form like in my demo below: 

I think i have a join issue but i can’t quite track it down. Example 1: 154221 has two invoices (312230, 315411), but they are both duplicated with each others information.example 2.  154204 is all blank, however, that information is there on the invoice tab in the sales order. i have swapped the joins of each relation i have but cannot figure out why i’m getting dupes AND blanks. some relation swaps will drop the blanked out orders. 

Is there an existing depency between the sales order and the related shipments for that sales order? I would like to pick the sales order number then pick the shipment number. Or is this a custom table?

Ina Generic Inquiry, when I try to show the value in “Body” field from the “InventoryItem” object, many of the items show coding like HTML coding on a web page with the description at the bottom.  We only have a problem with these items when we update that field or copy from that field.  Does anyone know what causes this problem and how to properly fix it?  Thank you for whatever help you guys could offer.  I am using 2019R2 Build 19.209.0038 if anyone needs to know.

hello! back again with another beginner question!My report in preview looks PERFECT. however, when i try to publish it, it’s completely blank. I think it may be relationships.buuut it makes no sense no me why it works in preview but not published. It is pulling the same data, isn’t it?Report publish works perfectly when my SOLine item and relation is removed    

I have a business requirement where I want to add Days, Driver, Area 1 and Area 2 in an AR Aging GI mentioned in Figure 1 in 4 different columns not in rows. For one row, I want it grouped by one customer and then the 4 attributes in four different columns. For this, I have created two new Attributes - DAYS and DRIVER. Figure 2 illustrates the DAYS attribute, the DRIVER attribute is similar to the DAYS one. I’ve also attached the GI. What are the possible solutions for this problem and how can I acheive something like this?Fig-1 GI SampleFig-2 Days Attributes 

HiSubject: All Approvals from the approval map to print on GL batch reportI would like to print all the user who approved a document o appear on the batch report I have joined the EPApproval to the batch table and put this field value =[EPApproval.ApprovedByID_description] The first textbox prints correctly the first approver, so the question is how do i get all the additional approvers to print on the report?

I want to display the above highlighted field in my report .

I have a client with 800,000 AR Invoices and 700,000 AP Bills.Their out of the box Generic Inquiries for AR Invoices and Memos and Bills and Adjustments are slow.Times are like 45 seconds to load up all 800,000 AR records.  Similarly AP.   If I filter say to load only open records - 15 seconds.But of concern, once loaded it takes 45 seconds to go to page 2 (page setting is 0).    Likewise 15 seconds for open AR.Some info:  This is MYOB Acumatica.   It runs on AWS on MY SQL database.  Version is 2024.2.What is the Acumatica experience? Does GI performance improve with 2025 releases? Does Microsoft SQL run faster?Please note that i have reviewed the GI’s for performance improvements.   Their is not issues with joins.  There are only 2 tables e.g.  ARInvoice and ARRegisterReport.

Hello,I’m not looking for formulas. Does anyone have a list of shortcut codes for number formatting in pivot table values. Not looking for formulas such as #,###. Looking for the keyboard shortcut codes such as “F4” to format a number. Thanks,Eric

Hi guys I need help with modifying the AR Invoice form by adding the Inventory items upc number from the xref table. Has anyone done this or will ing to assist me. I could really use some help on this.

Hi All, I know there has to be a bad join, but I have no idea what it might be.  Its a pretty simple packing list I’ve customized.  Small company, so I’ve had to teach myself SQL joins and everything about the Acumatica backend. I recently moved the Line Note to a detail section to fix another issue and had this problem start immediately.  Whatever number of packages are added to the shipment, the line note duplicates that number of times.I’ve uploaded a copy of the RPX file. Any help would be greatly appreciated!

Hello All, I have created a customization to be able to utilize package pricing to be reflected on a SO(OA)/QT printout. I am having trouble getting the report to translate to the invoicing side of the transaction process.On the SO/QT I was able to get the lines to stop duplicating by taking away the relationship to the SOLine as the fields are not needed - it is reading the custom made fields. Package 1 and 2 filled in, Packages 3 - 6 are empty. However, to get the AR Invoice to read the SO fields, I need to join AR Tran SOOrderNbr to the SO OrderNbr. It is reading this four times. I am sure it is due to the joins, but I have tried every which way I can think of (even attempting to do subreporting) and have had no luck. I have put 4 line items on my SO and processed through invoicing. The report will put out the Package 1 and Package 2 information 4 times. I appreciate any thoughts/ideas to get this report finalized! 

Hi, what is the likely cause of an issue where the “Print” action on an Invoice in the Invoice and Memos screen does not open the invoice as a PDF Preview. Instead, the Invoice/Memo report screen pops up to select an invoice (so not permissions? and not popup blocking). The invoice number is not being passed through with the Print action. This does not affect all users. Clearing cache, different browsers etc not working. Same problem though with similar functions eg printing AP Register Detailed report from an AP Invoice. 

Anyone have any pointers as to why these two joins are not working? It seems that any new table/join I add to the AIA report on 25 R2 does not work. See below:  

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. For example, wouldn’t my ‘warehouse’ value lay on 7,7? that’s where it lies on the excel sheet.I’m trying to get “SOLine.InventoryID_description” to show on excel.

Hello,          I have designed a report to show the items customer bought in last 90 days. The report run properly when it is run on its own screen with the parameters like below.        However, when I trying to run it from SOInvoice screen with the passing parameter below, it gets empty results.   How should I correct. Thank you.

How can I print the time when an ARM report was printed in a column set.  Like this:  12/15/2025 11:53:25 a.m. 

Does anyone know of a way to bring a “filter” into conditions?I’m trying to filter “First Invoice Date” and i’m using SOInvoice.DocDate to do so. however, this catches all invoices. I can filter, but that only happens after my information has been pulled and it does not achieve what i am trying to do.^this is the “Drilldown” filter that gets applied when going from the Sales Manager Dashboard. It shows the exact info I need, but i cannot set this up as a business event; it drops the filter.  This is how I have attempted to create the filter; but it still shows me old customers because their invoice date is still included in this filter.I get my information perfectly but I cannot, ‘filter’, for a better word, my First Invoice Date down without bringing in other customers who have also had invoices created within the last month, or using a separate filter after the GI has been ran. I post here as a last report and my google abilities have ran dry now that AI has taken over their algos. I