Reports and Generic Inquires

I create new report and change default report, and add by Report designer->Save report to the server. 

       Can Acumatica support the overlap display of two trend line graphs? Or more specifically, is there a way to achieve the following effect: displaying two lines of different colors on a single graph. Line 1 represents the monthly sales data of 2024, and Line 2 represents the monthly sales data of 2025.    Like below, I already have 2 separate graphs, can it be shown on 1? 

     Hello,I have set up a report. When the user selects an inventory ID or item class, it will return results like: item ID and its picture. It’s similar to a sales catalog.     But now, the user has a new need: they want to be able to input several inventory IDs (which might belong to different item classes) and still get the same report.      Can this be done?  Or do we have multiple inventory selectors?

Hi, is it possible to use SQL stored procedures or SQL functions in Report Designer?

Has anyone overcome this issue? In a classic UI dashboard, the embedded page widget is working fine for a webcam view of a construction project. Similarly, an embedded weather widget works.  Switching it to Modern UI and it results in a 404 - File or directory not found error. The weather widget has the same result. Toggling back and forth between classic/modern, the embedded pages work in the classic UI and 404 in the modern UI Sample webcam URL used for testing: https://share.earthcam.net/tJ90CoLmq7TzrY396Yd88KKPTYvGpuC9sn7UZHiL1L4.tJ90CoLmq7TzrY396Yd88KndwTghhAJ91QbmhhD8hKQ/tonnelle_ave_bridge/camera/panoramaSample weather URL: https://oneweather.org/new_york_city/#now

Our client wants to have two separate continuation pages: one for the original contract, then one for any change orders. I added a formula to group change orders separately - the client adds them in separate tasks starting with “CO”. This formula is working like a charm except the change orders always appear first. I’ve tried every group formula I can think of, changed between ascending and descending, etc., and get the same result every time. Has anyone else come across this? If so, how did you address it? First GroupSecond Group 

Hello everyone,I’m experiencing an issue with the invoice reports: the invoice discount is currently displayed as a separate line item. This causes two main problems: The line numbers in the invoice start incorrectly at 2, because the discount is counted as a regular line item. The sales order number (SOOrder.OrderNbr) and customer contact information (Customer.ContactInfo) are not displayed correctly when a discount is present.     I tried to fix the line numbering issue by adding a filter to the detail section in the Report Designer:=IIf(Not IsNull([ARTran.InventoryID]) And [ARTran.TranType] <> "Document Discount" And [ARTran.LineNbr] >= 1, True, False) This hides the discount line, but the line numbers still start at 2 instead of 1, and the sales order number and customer contact information still don’t show correctly. Expected Behavior: The invoice discount should not appear as a separate line item. Line numbers should always start at 1, regardless of whether a discoun

I am trying to create a report where i am not able to get the Alternative ID a dropdown table. Alternative ID comes from INItemXRef table and for my report relevance, Soline table.Can’t seem to bring any of the table in the Alternative ID dropdown parameter by using any of the below  =Report.GetFieldSchema('INItemXRef.SubitemID,AlternateID')=Report.GetFieldSchema('INItemXRef.AlternateID')=Report.GetFieldSchema(‘Soline,AlternateID') in the View Name: field. Infact any thing put in View Name omits the Altenate ID parameter itself as seen in the picture.  Any Idea what could be done?

Hi, is there a known issue with GIs that are linked to Pivot Tables - v 2024R1/2024R2. I have a number of GIs that have Pivot Tables. When I try to unpublish the GI I get this. All the information on web points to going to Pivot Tables and deleting it, but it still returns the same error.  

I am working on an SO Order generic inquiry that lists the Requested On field date as just Month Name (e.g. if date is 10/20/2025 the results should read October).  Here’s my GI edit and the resulting issue.  

Hello,    I want to arrange the layout into two left-right sections on a single page in the Report Designer like below. Is there a way to do this?   I am thinking of subreport, but the point is how to pass/seperate the parameters?  To make left show 1-20 items, and right show 21-40 items?

Trying to recreate a form we have been using that is manually created and maintained.  The data we need for the form is all in an Acumatica Project or related tables.We have a need to render a series of checkbox fields from the project on the form with custom CSS to display a different design of a boolean field (0/1).When the field is checked the output should be a Green Box with the word “YES” in the middle.  If it is not checked, we want to show a Red Box with the word “NO” in the middle.Doing some research I’ve found references to using an embedded image and creating picture boxes for the YES and NO images. This works with two picture boxes for each field, one for YES and one for NO.  They are both visible = false and using a Visibility formula you set the correct one to visible based on the value being 0 or 1. It would be nice to change the source of the image dynamically based on a formula using fiWe have a dozen or more fields we need to do this with on the report/form and to cre

I am trying to modify the canned Shipping Confirmation report to include a “Sold To” section that would show the location info for the customer who “purchased” the goods as the report already displays the “Ship To” info which is different at times.When I started to add in Customer.AcctName into the Expression Editor, upon validation I got the following error message:The expression contains an invalid name. ‘[Customer.AcctName]’ I realize this needs to be setup in the schema builder, but so far, each time I try to modify a link or add one even, I break the entire report. Any help is welcomed!! 

In this ‘Location’ tab I have a problem with filtering the column.Anytime I filter the column to what I need.This is the result I getit is very clear that HYDFLOOR 1 is in the columnIt only happens with the Location column. The location is been pulled from INTran 

Has anyone come up with a solution to automatically email the contents of an Acumatica Dashboard as a PDF attachment? I think it would be cool to automatically deliver the information in Dashboards to users via email without them having to login to Acumatica.

Hi, we’re trying to access external images in our local acumatica instance using report designer but it is not showing. here’s how we did it:  

I’ve set up a business event to send out a report (attached below) once a week with a list of people. The report works fine when called on the site and brings up the right data, however, when called via the pictured Business Event, it produces a unique file (numbering in the hundreds) for every single client in the table, including the ones that should be ignored by the filter. I’ve attached images of the Business Event and Email template in addition to the report. Any help on locating the source of the issue?

I am trying to use a UDF attached to the customer for a numeric field (1-10) to subtract days from a date field (=DateAdd([SOOrder.RequestDate], 'd', -[Customer.AttributeCUSTRANSIT])), If I use a Number in place of the Attribute this works fine, I need to have the attribute value so this is dynamic by customer order. (Note: I am already using Lead time for another function, and this is a separate calculation). I have tried all the operators and cannot get anything that will use the attribute field in the calculation. I am open to any suggestions!

I’m kind of lost on how to use OData with parameters on url using postman. Hoping someone could help me to make this work?​​​​Thank you

how to create a report to see history purchase by customer. i’d like to choose the customer and see all alternative id’s he bought. Maybe so and invoice can be included but main thing i’d like to see all alternative id’s per certain period of time. 

HelloWhen a file is uploaded as an attachment, is there a way to get a warning if the file being uploaded has the same name as one already in the file list? If I upload another file with the same same as below, it will just overwrite the file, while getting rid of the previous file.  

Good day, We are trying to recreate the Expense Receipts EP301010, where the list has a Filter for Employee ID or Claimed by ID, like it does under the system screen, but on a GI, the table EP.EPExpenseClaimDetails which tehcnically has all we need to create the GI does not work with the @ME under the EP.EPExpenseClaimDetails.EmployeeID, the report does not filter by the @ME, do you guys have any idea why is not working? 

hi,I'd like to create a report for incentives for sales staff.it need to be by supplier & specific products with product ID,Description,Cost & sell for each salesperson.Any assistance will be appreciated

We are running Acumatica 2023r2 23.217.0011.  On the cases GI, we updated the conditions to only show your cases, cases assigned to you, or cases assigned to your workgroups.This is working correctly.Now for filtering on both a dashboard and on the GI, I want to show cases assigned to your workgroups that are opened. For some reason, this shows all cases that have a workgroup assigned. The one test user is not a member of the workgroup or parent workgroup, the filter shows all cases. They have 14 cases, with 9 opened, and it shows 9 on the Status does not equal closed, as well as in this filter. Am I missing something here?

I am looking to get the “CreatedDateTime” for when a customer was created. From my research i see you can use conditions like @today or @month. However, I cannot get my data to filter to those dates.  When I have this condition turned off; my data pulls and groups correctly.However, lets say I want to see customers orders for customers created in the past month. I know from looking at the data we have two new customers in Oct.I think i may be referencing the wrong table though as I had to pull this info from another GI to see where they pull from. When looking at the audit history of the customer to determine when they were created; the element inspector has it’s data fields blank.