Reports and Generic Inquires

I have a rather strange situation that may or may not have an answer. I’ve reached out to the Report Design community before and while there have been some very good responses, none of them are working for what we are trying to accomplish. We have International and Domestic Invoices. One in a while the International invoices will have a free item (Item A) on it along with an associated LotSerialNbr. If there is a similar item (Item A) that is also on the invoice that is a purchased item(s), then the LotSerialNbr of the purchased item and free item are listed together (which we are pulling from a subreport), and the free item will also show the paid item LotSerialNbr along with it’s own. I’ve tried using two different subreports, using a condition, ARTran.IsFree = True for the free item, or ARTran.IsFree = False. I have tried ARTran LEFT with SOShipLine and so far have not been very successful. I am attaching the main (SO643000.rpx) and the two subreports (SO6430C8Sub.rpx, SO6430C9Sub.r

Has anyone set up a Budget to Actual report by detail transactions? I have a F/S set up - but need to see comparisons on a line item basis. We do not user Project accounting - which is the only place I can see this as maybe being an option.

Has anyone experienced an issue with using notification templates attached to a report (via report designer) when sending emails? In 23R1 I attached the notification template to a report, which when the report was emailed it would include the notification from the template. In 24R2 this does not include the notification from the template and is blank as shown below.  I cannot seem to find any difference in setup and wondering if it is a bug.  

Dear Sir,I’m experiencing an issue while trying to open server-side reports using the Acumatica Report Designer tool. I can open local reports without issue, but when I try to access reports from the server, I get the following error:System.Xml.XmlException: Root element is missing.  at System.Xml.XmlTextReaderImpl.Throw(Exception e)  at ...  at PX.Reports.Design.ControlHelper.ReadConnectionHistoryFromConfigFile(...)This seems to be caused by a malformed or corrupted XML configuration file. Based on my investigation, the error relates to the file:C:\Users\<MyUsername>\AppData\Roaming\Acumatica\PX.ReportDesigner\ServerHistory.xmlI’d appreciate your assistance in either:Replacing the corrupted ServerHistory.xml with a valid one, or Confirming if the file can be safely deleted so it can be regenerated by the application.Please let me know how to proceed or if any additional configuration is required.

Hi, Trying to build out a GI and needing some help on an IF statement. Here’s the scenario.  If the Lot/Serial class is ‘LOTTED’, then the Lot/Serial Nbr. column should be ‘green’ for ‘LOTTED’ items where it is not empty and ‘red’ for ‘LOTTED’ items that are empty. If it is not LOTTED, then it should be ‘default’. If the Lot/Serial Class is ‘DEFAULT’, the QTY Remaining column should be ‘green’ if QTY Remaining > QTY on Hand and should be ‘red’ if QTY Remaining < QTY on Hand. If it is LOTTED, then it should be ‘default’ in this column. Here are my existing formulas in the respective fields:QTY Remaining:=IIf( [AMProdMatl.QtyReq] > [INSiteStatusSummary.QtyOnHand], 'bad', 'good' ) Lot/Serial Nbr:=IIf([AMProdItem.LotSerialNbr]= Null,'bad', 'good' )   

Is there a way to narrow this error down to a specific area? I have changed all the fields I have found but says there is still an issue. It is an out of the box report from the system. but on upgrade utilized the old fields/   

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future? 

Hi ALL,Profit & Loss Rolling 12 Month report (RM000030) runs incorrectly. Missing period 12. I looked at this report on Acumatica's Demo data and it ran correctly. It's possible that Acumatica's Demo data has Number of Financial Periods of 13 while our Number of Financial Periods are 12. I think Column Set on Report Definitions needs to be edited, but I don't know how to edit it correctly.  Looking forward to your support. Best Regards,NNT

Hello everyone, Has anyone tried to use a Parameter in GI Grouping? I want to do something very simple. Using a Boolean Parameter I would like to add a grouping. To do so:I have created a <checkbox> parameter called “GroupByTask” allowing users to check/uncheck on GI as a parameter. I have added a grouping as “=IIf([GroupByTask]=True, [PMTask.TaskCD], '')”, In the result grid I have the exact formula as a column.When I run the inquiry I get an error saying “Must declare the scalar variable "@P0".” When I trace the query in SQL Profiler I see Acumatica generates a query that in Group By section has “CASE WHEN @P0 = 1 THEN [PMTask].[TaskCD] ELSE '' END” but the platform doesn’t declare any parameter and pass to the query for it. Any idea how I can make this work?@Gabriel MichaudNot sure if is going to be of any use but below I have copied the query that platform generates.SELECT SUM( [InnerQuery].[PMCostProjectionLine_usrHCLBudgetOriginalQty]) AS [PMCostProjectionLine_usrHCLBudgetO

All,I have a pivot table we would like to modify, but I think I might need to use Report Designer to rewrite this.In our sales order summary, we have some large opportunities that will eventually become blanket orders, to be spread across 12 months. However, the lump sum is being reported in a single month.I could have the sales person split the large opportunity into 12 separate opportunities, but that would be too much to manage. What I proposed to the team is to prefix a “blanket opportunity” with an asterisk * so maybe I could use that to filter in Report Designer to spread that opportunity across twelve months or divide by /12.Please see screenshot and October 2025 -- three large Opportunities that are lump summed but should actually be spread through to October 2026. Thoughts or ideas? Thanks! 

Hello-We have a report in the workspace menu that uses the typical behavior:Click the Workspace Click on the Report - Navigates to Parameters screen Click on Run ReportWhat we are trying to eliminate is skipping over the Parameters screen and by clicking on the report, it runs automatically.We have only one parameter called “User”, and here are the settings for that parameter:Prompt: Empty Default Value: =Report.GetDefUI('RowAccessInfo.UserName') Allow Null Value = Checked Visible: Unchecked Required: UncheckedSo, the user is literally entering the Parameter screen with no parameters showing and clicking Run Report. They do this many times throughout the day. So far, I have tried:Using a ‘ReportViewer’ URL in the Site Map - Takes me to a blank screen with the Tenant name in the top left corner There are 15 Report Versions, could this be the trigger taking me to the Parameter screen? Print and Email tab is pretty standard “No Records Found” appears under the Additional Sort and Filters

I recently upgraded from R22 to R24v2.  I have several custom reports that have charts embedded in them.   Many of these charts now crash the report at runtime.  It is a known issue.  has anyone created a workaround? 

I tried to extract a generic inquiry and was hoping I could convert it into a report where they are print horizontally. I was wondering if you guys would have any insights how just like transpose in MS Excel.  For example, I am printing a list of Branches and the time they are created and it is currently printing like this:  However, I want them to print like this: It is not a transactional DAC and only have a certain number of entries so I don’t have to worry about printing outside the width of the page.  Attaching the report just in case but this report is an export of the generic inquiry.    Thanks so much in advance.

I am trying to create a report that will list vendors with and without balances but once Vendor DAC is joined with APHistoryByPeriod, only vendors in APHistoryByPeriod are shown. I am not sure who to translate such condition to the report designer. Like if [Vendor.AcctCD] found in [APHistoryForReport.VendorID] then show $VendorBegBal otherwise 0. I have attached report for reference. Thanks so much in advance.  

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

Hi everyone, Is there a way that the condition @me in the generic inquiry be turned off if the login is not equal?  I have created a generic inquiry to see Sales Orders however we want to limit it in which if the Salesperson of the Customer in the SalesOrder is @me, I would only be able to see orders where I am the Salesperson. If not, I am able to see all sales order. I hope I explained it clearly. (Note: I’ve included the GI in question. Thank you so much in advance.)

Hi Everyone, We have some generic inquiries that were published with view only access to some users.  At times, it seems like the parameters on the inquiries malfunction and are read-only.  It seems that changing the access to Delete on the generic inquiry resolves this, but I want to understand if this is by design or is a bug and what the best practices are for permissions on published generic inquiries.  It doesn’t seem to me that assigning Delete permission on a GI has any potential issues with data being modified since the user would need the appropriate actions on the underlying screens (I believe), but looking for some confirmation here.Thanks,Mike

We need to display the whole Production Ticket report (AM625000]) in the Spanish language. Could you please guide us on the best practice to localize this report

Hey Acumatica community,I wanted to share a quick but important tip for anyone customizing reports using Report Designer and struggling with filters — especially when filtering by Order Status fields like POOrder.OrderStatus.🎯 Problem:I tried to filter my Purchase Order report to show only Open orders by adding this filter in Build Schema → Filters: but the report didn’t return anything. It turns out, Acumatica uses internal code values, not the visible labels you see on screen!✅ Solution:To filter by Open POs, you need to use the correct code:🔍 How to Find Status Codes in General Inspect Element in Acumatica. and check the status field. then look for dropdown values.  Hope this helps someone avoid a few hours of confusion like I had 😅Cheers!

Hi,  I recently was working on a way to pull productivity data from Acumatica. Specifically during Overtime shifts.Display Only "Time" in a GI, not Date. | Community However, this became quite the rabbit hole and I tried to find another direction.So I wanted to start a new question and see if anyone has any experience with this. I noticed the Work Calendar screen in Acumatica, and hoped it might help me.So I created a Work Calendar Schedule for Overtime hours like this:  I was hoping I could pull this into my Move transaction summary GI so that I could maybe have a checkbox check if the transaction was done during the Overtime Calendar Hours. Or even if I could display the Calendar ID if the transaction happened within that calendar.   However, I am struggling to get this information to pull into my GI correctly, I started another GI to just get the times to display, however it gives me this random date and does not help me in this regard.   Does anyone have any Ideas on this? Or am I

Hi everyone,I’m trying to create a report or Generic Inquiry in Acumatica that shows all sales (quantities and amounts) of items associated with a specific Vendor ID — for example, Coca-Cola — within the last 3 months.I want to be able to: Input or filter by Vendor ID List all items linked to that vendor (based on the vendor-item relationship) Show the total quantity sold and total sales amount for each item Limit results to only invoices from the last 3 months Has anyone built something similar or can guide me on how to structure this using the correct tables and joins (e.g., ARTran, InventoryItem, POVendorInventory, ARInvoice)?Thanks in advance for any help or suggestions!

Dear Acumatica Community Users,As part of the Acumatica BI & Analytics solution roadmap, we are looking to expand our Dashboard Visualization capabilities by introducing new widget types. These enhancements aim to support a wide range of analytics use cases across various application areas.We are considering the addition of the following widget types:Charts: Pie charts, Radar charts, Hierarchy charts, and Stock charts. Maps: Such as Geographical maps, Tree maps, and Area maps (e.g., Choropleth, Isopleth). Others: Any other types of widgets that can enhance your analytics user experience.We invite you to share your specific needs for new widget types that would benefit your analytics business use cases. Please provide your suggestions and requirements by sharing your list here. Based on the feedback received from the Acumatica users, we will prioritize the development and delivery of these new widgets in our upcoming releases.Thank you for your valuable input and continued support.P

Good day,I have huge Dashboard.  I just keeping adding to the end.  Now, I have added a few tiles that need to be at the top.Easy there an easy way move the widgets and having everything nicely push down.  Moving the widgets around is not hard but time consuming.Any ideas.Evan

Hi Everyone, I was hoping someone might be able to assist me with an issue we have with our logo appearing pixelated on our outgoing AR invoices. Can anyone direct me to where I can find the logo requirements or how to upload the logo to report writer so it doesn’t get so compressed.    This is how our logo looks on the printed copy on the screen and looks even worse once actually printed.You can see the edges are very blurry, and the text is not easy to read. Basically is there a way for me to get the logo in report writer without the compression that is currently happening.  Any help would be greatly appreciated. We are in the process of updating our external facing documents and this one is a serious hurdle.  

we currently work on creating a GI and have the following question. It has the VendorCD as one of the filter parameters. For technical reasons (bug in acumatica when opening the GI via another screen with parameters), we need to define a second hidden filter field that takes the internal integral BACcountID of the vendor. When opening the GI from another screen the BAccountID will be passed (and not the VendorCD) and the results in the GI are all correct.However it looks confusing for the user as the regular VendorCD filter remains empty.  Is there is a way to combine two GI parameter fields by some formula? Thanks a lot!