Reports and Generic Inquires

How do I modify the format in Report Designer to only print 2 decimal places when using formula’s.  It’s currently showing 4 decimal places.  We recently upgraded to 2024R1.So far in the Format field I’ve tried “N2”, “#,##0.#0”, “###,##0.#0”.  Any other suggestions? 

What is the best way to add a dollar sign in front of a dollar amount (e.g. Unit Price)? I’m looking through all of the community posts and I’m not seeing a direct answer. Here is what I have tried:Added '$'+ to the front of the field name. That made the Unit Price 5 decimals instead of 2.  Added the Unit Price as the Format. This made it 5 decimals instead of 2.It seems like there should be a very easy way to do this, but I’m not seeing it. Thanks in advance for your help!

Hello everyone,I'm working on an Acumatica Report Designer report and need some assistance with displaying an image from Stock Item attachments.Here's my scenario: I have two image files attached to a single Stock Item record in the Acumatica UI (under the Files tab). I want to display only one specific image on my report for each Stock Item. Currently, the image that appears on the report is the last uploaded file (which happens to be a QR code image). The image I want to display is typically the first uploaded file for that item, and it can be identified by its filename: it does NOT contain the word "qrcode". The QR code image, conversely, always contains "qrcode" in its filename.  

Hello!I have a scenario where a user has requested a few reports (2 templates of the same report to be more specific) be automated to send weekly on Monday mornings. These templates have a Start and End Date parameter that need to be set to reflect data from the previous week.Playing around with the updated template scheduling in 2025 R1, I can’t seem to find a way to have those dates be dynamic (i.e. Today and Today-7). Is there a “proper” way to set a date field to not be a static date in the email template?

I’m attempted to run a formula to find out how long it took to produce 1 item via a production order.The formula I am using so far is:=iif([AMMTran.Qty]=0,round(0,0),round([AMProdTotal.ActualLaborTime]/[AMMTran.Qty],2))But I’m now seeing an infinite number of 0s after the rounding, and I only want to see 2 decimal places worth. 

Hi everyone,I'm working on a report in Acumatica Report Designer that pulls data from the InventoryItem table, specifically from the Cross Reference tab (i.e., the INItemXRef table). My goal is to display up to three rows from the cross-reference tab for each item, and show them side-by-side as three separate columns in the report. I’ve attached pictures of:The report Where the cross-reference can be found A view of the cross-reference tabHere’s the structure I'm aiming for:| InventoryID | CrossRef1 | CrossRef2 | CrossRef3 ||-----------------|----------------|----------------|----------------|| A100           | ABC001     | DEF002     | XYZ003     |Is there any reliable way in Acumatica Report Designer to extract row #1, row #2, and row #3 from a repeating dataset (like INItemXRef), and display each one as a column — even when there’s no distinct identifier on each row?Thanks for any insight! And please let me know if I can clarify further!  

Hello all, I’m in the process of testing our instance of Acumatica that we are upgrading from 2022 R1 to 2025 R1.  In my testing, I’m getting an error when trying to process a Import Scenario that we have been using for years related to creating new Produciton Orders and those Production Orders are released.  Here is the Import ScenarioWhen I try to process the Import, I get an error on the first record that says ‘BaseTotalQtyRequired’ cannot be empty.When looking at the screen, that field isn’t exposed.  Do I need to modify my screen to capture this field?  Or am I missing something in my Import Scenario?

Hello Experts, I Was looking to create a GI for lot& serial tracked item which is having expiry date . Please have a look to this GI is any thing i missed out please comment it .  

My data sources from GIs have been automatically updating a PowerBI sheet. However, today one of them broke, and only one of them, with the error:“DataSource.Error: We couldn't parse OData response result.  Error: Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.Details:    DataSourceKind=OData  DataSourcePath=https://company.acumatica.com/odata/Production/Sales%20Profitability%20Analysis%20Detailed.” I’ve attached the GI that’s causing the issue.

Hi, I’m trying to add note information to the footer so it will print on all pages. when I print it shows all wording but when I export to PDF it cuts it off. see screenshots below.I have the can shrink to true. any other suggestions on how to fix? 

Missing Connection to show Customer Class Fields on Business Account GI - Must be missing something- Even using the Customer Class table- I’m trying to show Sales reps their own New AR Accts (vs Cash type), which only works with business accounts for the @me connected to the User PKID. Other fields seem to pull over fine, but I’m not getting the vast majority of the Customer class to Show in the results grid correctly. Any suggestions for connections or existing examples?

I cannot seem to get the relations working on this table, and im baffled since it seems like it should be as simple as simple gets.Case: I am making a nested GI, all the sub-GI’s work fine. they consist of a date column and a column showing the needed value for the item in question.The issue is each day will only have one or two columns of data, so as a foundation/starting point for the nested GI im using the SM.DateInfo table, then making relations to the sub-GI’s using a left join. This connection simply will not work. I tried using just the DateInfo and SOOrder table and doing a similar left join, hoping a stock table would work, and nothing. I even tried to convert the date on other tables to an integer and join with the DateInfo.DateInt field to no avail.As a separate test i made a GI with just the DateInfo table, have the results grid show just the date field, and tried to put conditions on it to pare down the results. Between Today()-400 and Today(). i get no results. Again, no

 Hello everyone,I need to add a filter to my report so that I can filter it by OpportunityID.Below are my screenshots showing the steps I’ve taken so far.Can someone please help me with this?Thanks in advance,Pantea 

Hello every oneI am currently working on a report containing bank information. These are encrypted . How can I get them decrypted in a report?I found a thread about a function:  PX.Objects.CA.Descriptor.ReportFunctions.GetBut I really do not know where to build this function in the report.Thanks

I have multiple companies set up as branches under the same tenant in Acumatica. I need to ensure that a user can only see and transact within their assigned company and not access others.

Hi everyone,I'm looking for a way to audit a specific user's activity in Acumatica. Ideally, I want to view a detailed history or trail that includes all screens the user interacted with and any changes they made across the system (such as record updates, document edits, field-level changes, etc.).Is there a Generic Inquiry or report that provides this kind of audit trail? Or is there a recommended approach or customization to capture this level of detail?I’m using 2024R1

The Additional Sorting condition does not seem to be working.  To explain further, here is the sorting/ grouping done in the report designer. However, when we tried to use the ‘Sales Order.Sched. Shipment’ in the Additional Sort and Filters: Additional Sorting Condition which doesn’t seem to be working. I even tried to output the Sched. Shipment Date in the report itself. I hope you can help Identify what I am doing wrong. I have attached the actual report just in case you may want to take a deep dive on the report. Thank you so much for your time in looking in to this. 

hello,i’ve created a RD report and i was expecting the tree view to work, however it is not showing up. I found a post mentioning that finance reports are based on the unit set, and non-finance reports use the groups.   i have several groupings in the report, for customer, salesperson and invoice. I have tried different settings with the Navigation depth:  It’s just not popping up...does anyone have any insight into this?  Cheers

Hi,Is it normal to have twice row with the same keys combination?Do I miss something?Thanks 

 Has anyone used IN or BelongsTo?  I’ve tried both in this format and returning no results.     

 Hello,Is it possible to use project attribute fields to calculate our project purchase order (PO) balances? I’m trying to sum the ORIGINPO and COPO attributes in one GI column. In a separate column, I attempted to subtract this sum from the project billed amount. However, I received an error stating:“The virtual field originpo_attributes cannot be used in a condition expression.”  Is there another method I should use to achieve this?    

We have modified the Project WIP Detail Report to 1. be less information and 2. to have the Period Costs linked to the Project Transaction Details page that when clicked on, will bring up the transactions associated with the Cost Code. However, it does not filter them the same period as the report and instead, just provides us with all the transactions within that cost code. Is there a way to add a filter within Report Designer to make it so this hyperlink shows only the transactions that are being referenced in the report for the period selected?Thanks! 

Hi all,We have a fairly modified Invoice (so643000.rpx). We recently upgraded from 23R2 to 24R2, and we’re now having an issue printing so643000.rpx.The issue -- with international invoices, we had a template (IIRC) to remove 0.00 zero dollar value line items. Our AR gal would go to Print Invoice, edit/pencil, select template, done.Now when she edits, she sees “no data available” so I’m thinking ok, the old modified invoice probably got overwritten, maybe I will pull from a backup. Then I thought wait, I will just pencil/edit and check the versions, maybe there’s something in there I can use.So when I go to print, and then pencil/edit, I get a permissions error:So I dive into access rights and notice this:I'm already granted access. But the confusing thing is why are there only two levels (revoked/granted) vs the usual view, edit, insert, delete etc?And also -- those access rights are for Invoices, not so643000.rpx… I’m not even sure where I would set rights for reportsAny thoughts app

Hi Team,I modified the Purchase Order report by adding Terms and Conditions in the footer.The report is working, but when I set the localization to Canada, the modifications are not displayed. I want all modifications to be visible when the localization is set to Canada. Could you please assist me in resolving this issue?  

Hi, I was just wondering if it is possible to add conditional formatting on the P&L report, so for example, if the variance % between budget and amount is greater than 10%, I want the cell to be highlighted yellow. Is this possible?