Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 912 Topics
  • 3,636 Replies

912 Topics

ALEXSLUSSER15
Freshman II
ALEXSLUSSER15Freshman II
asked in Reports and Generic Inquires

Creating a new report

How does one create a fully new report? I’m making a tweaked version of an existing report, but need to create a new report on the site, and I’m not sure how.Thanks for any help.

6
ALEXSLUSSER15
Freshman II
18 days ago
AWelty24
Jr Varsity II
AWelty24Jr Varsity II
asked in Reports and Generic Inquires

Possible to control pivot table hyperlink navigation?

It’s helpful within a generic inquiry to be able to influence the navigation using the Navigation tab.Is there a way to similarly control the pivot table hyperlink navigation?Example:I have a derived field (OrderAndLine) used as the “Value” that we count in order to show the results in the pivot table.But there are some problems with the hyperlink that is auto-created by the pivot table. When we click on the number shown within the pivot table, a new tab called “DRILLDOWN” opens to display the drilled-down data. However, there are never any records in the DRILLDOWN tab.I can manipulate the filter within the DRILLDOWN tab and eventually show the required data, but I can’t expect an end user to do that.(I think the root cause is actually a data type issue unrelated to OrderAndLine; it appears to me to be a data type issue related to a Date vs DateTime field, but IMO not relevant for this question)It would be ideal if we could configure the navigation within the pivot table such that we c

0
AWelty24
Jr Varsity II
18 days ago
S
Freshman I
swartzfegerFreshman I
asked in Reports and Generic Inquires

Bills & Adjustments -- incorrect excel export

Hi all, we’re having issues with our Bill & Adjustments excel export… it seems it’s only exporting fields based on one column (Vendor name) and not another (Description). Any ideas? You can see B&A shows 10 records, but only 6 were exported into Excel. Thanks!

9
S
Freshman I
18 days ago
M
Jr Varsity II
matthewbeebeJr Varsity II
asked in Reports and Generic Inquires

Joinint to the AMMultiLevelBomData in Report Designer

Trying to enhance the AM613000 report to include our Legacy Part number on the report (this was implemented as a usr field on the InventoryItem table) It won’t let me join InventoryItem to AMMultiLevelBomData as I gather that AMMultiLevelBomData is a dynamic “table” based upon the answers to the questions on the AM413000 screen So how can I extend that to add a simple field?  I assumed it should be as simple as adding the InventoryItem table to the report and joining on the InventoryID columns, but that errors.  

2
lbarker
Freshman II
18 days ago
P
Semi-Pro II
paula012Semi-Pro II
asked in Reports and Generic Inquires

Report

Hi,Below is my formula in my Description column and next is the result.The thing here is, Linenbr 1-8 is actually one item with split 8 Serial Numbers (one is blank), that’s why at 8th line, it’s just a [TranDesc]. About the Linenbr 9, it is same inventory as the 1st but it’s another line and ext. cost. It is ok not to specify the description since its the same above and that’s what my formula dictates. My concerns are:(1) How do I display 1-8 as one Line only and (2) since the last SN is empty, I don’t need the desc to display (I know it contradicts the formula, but is there another way?)Thanks!

0
P
Semi-Pro II
18 days ago
A
Anonymous
asked in Reports and Generic Inquires

How to add the currency symbol to forms.

Hi, I am trying to add the currency symbol $ in front of the dollar numbers on forms. Is there an easier way of doing this rather than going to every dollar field & adding the format of $###,###.00 ?  

4
Foujan
Freshman II
18 days ago
AWelty24
Jr Varsity II
AWelty24Jr Varsity II
asked in Reports and Generic Inquires

Pivot Table Format Property - Inherit color coding from GI Style

I’m curious if this is possible: Can the Pivot Table Format property use color coding?Using: Acumatica 2022 R2We have a generic inquiry whose field values are color-coded based on a string value, using the SWITCH formula. This piece is working fine.Example:=SWITCH([SOLine.InventoryID] = 'DELRETNSCCURM','yellow20', [SOLine.InventoryID] = 'DELINISCCU','orange',[SOLine.InventoryID] = 'DELREDLRRRM','green', [SOLine.InventoryID] = 'DELFNLSCRR','blue', [SOLine.InventoryID] = 'DELINISCCURM','orange20', 'default')This gives the customer some desired color-coding when they view the Inquiry on a screen.But when I create a pivot table from the inquiry, the color coding defined in the Style property of the GI disappears.It would be ideal if either:the pivot table would honor the Style property that I assigned against the field in the inquiry; orthe pivot table could respond to the Format property defined against the field in the pivot. It looks like the Pivot Table format property (according to th

2
AWelty24
Jr Varsity II
19 days ago
nathantrauscht
Jr Varsity II
nathantrauschtJr Varsity II
asked in Reports and Generic Inquires

Carrier Plugin - Customer - Carrier Account - Add to Report

I am trying to add [CarrierPluginCustomer.CarrierAccount] to the SO641010 report in report designer.Based on https://watertrucks.acumatica.com/dacBrowser/PX.Objects.CS/CarrierPluginCustomerI added the table CarrierPluginCustomer to get [CarrierPluginCustomer.CarrierAccount] Relationships:Parent Field Link Condition Child Field BAccountID Equal CustomerID    I get no errors and added the value to the report, but when testing the report on a sales order that used a Customer’s Carrier Account, it displayed nothing.We are using the EasyPost Carrier PluginAny ideas what I am missing?I attached the test rpx file as a zip for reference.

0
nathantrauscht
Jr Varsity II
22 days ago
wfilipiak67
Captain I
wfilipiak67Captain I
asked in Reports and Generic Inquires

Trying to filter on a Calculated data difference field

Hi, I created a GI trying to get the customers that are over the days past use. I am then trying to calculate the number of days past the Credit Due days of the oldest invoice. The data is displaying the way I expected it to. My issue is that I cannot apply a GI filter on the Day Past Credit Grace Period. If I enter 120, nothing appears even though in the All records tab, there are records that meet this requirement. These are the fields that I am using for the calculations. Thank you in advance. Bill  

4
wfilipiak67
Captain I
22 days ago
F
Jr Varsity III
fdomingo
asked in Reports and Generic Inquires

hi guys anybody who knows to fix the purchase order button is disable

 

3
G
Jr Varsity III
22 days ago
C
Jr Varsity III
CalvinJr Varsity III
asked in Reports and Generic Inquires

How to Add Email Signature To Report Designer

HI All,I am wondering is it possible to add email signature to the mail setting in Report Designer. Currently the email signature on the User Profile no longer automatically applied to the invoice when I am sending it via Invoice screen AR641000. It is only showing the text I have setup in Report Designer. Email signature only works If I use the Print Form screen and generate the invoice then send on that screen, which is strange as that screen would have been the same as the invoice card. I would want to avoid using email Template in Acumatica because I am not familiar with where to find the information. Kind regards,Calvin

5
A
Jr Varsity II
23 days ago
S
Freshman I
swartzfegerFreshman I
asked in Reports and Generic Inquires

GI and Dashboard ("@me") doesn't pull Owner

All, I’ve recently take on Acumatica support at my company and was told that some time back, an Acumatica update broke the @me filter in our dashboards. Then I found this:Here’s the drilldown… do I jut need to change OwnerID_description to OwnerID? from the GI results gridThanks!

1
S
Jr Varsity II
23 days ago
M
Freshman I
mrhoades
asked in Reports and Generic Inquires

Attempting to create copy of GI. It exists in Services module, but is not listed in Customization/GI when I search.

I want to create a copy of a generic inquiry that exists (OOTB) within our implementation.  Acumatica 2022 R2, Build 22.205.0026.  Construction Edition.  The inquiry is within the Services module and is named “Appointment Summary.”  It has the screen ID of FS400100.  Within the Services module, the title shows under Inquiries, as you would expect.  The inquiry opens when selected and presents the expected form and results (the OOTB inquiry).  To attempt to create a copy that I can edit, I navigated to Customization, Generic Inquiry.  When I select the magnifying glass to perform a lookup of the desired title “Appointment Summary,” no such inquiry exists.  I’ve attempted using “appoint,” “app,” “FS,” “Summary,” “40.01.00,” and anything else I could think of.  I cannot find this inquiry.  I do get results in the lookup, just not containing the inquiry I’m looking for.  I have made certain my view displays every available result by enlarging the search results form or walking through each

7
M
Freshman I
24 days ago
Allshashw
Freshman I
AllshashwFreshman I
asked in Reports and Generic Inquires

Dashboard- How to change the color in Pie Charts

Hi May I know how to change the color of pie charts?I found the way to change the color in bar charts/stacked charts.But no filed to change the color in pie charts.

2
Allshashw
Freshman I
24 days ago
F
Jr Varsity III
fdomingo
asked in Reports and Generic Inquires

access need to edit account group

Can I ask what Specific role do I need to have an access to edit the account group please someone thank you.

3
Laura02
Captain I
24 days ago
M
Freshman III
MattNelsenFreshman III
asked in Reports and Generic Inquires

Changing multi-column report to single, only returning every other result

Hi all,I’m modifying the stock Location Labels report to a format that will better fit the labels we want to use. I wasn’t smart enough to keep a print out of the original report, but it basically outputs two columns of location labels. If you haven’t seen it, think of it like this:Location 1 Location 2 Location 3 Location 4 Location 5 Location 6 Honestly I kind of hacked and slashed the report, removing all of the objects on the right side as well as adding a barcode and some other stuff, to where it only outputs one location label per page. All of my additions and changes work, except the report still behaves as if it had the second column, and when I request a range of locations it gives me the equivalent of Location 1, Location 3, Location 5, etc. If I start the range on Location 2, it will then give me Location 4, Location 6, etc.I’m sure there’s probably a simple answer here, but I have a case of Friday burnout and this is kicking my butt. Any help that can be provided w

2
M
Freshman III
25 days ago
aaldrich
Freshman II
aaldrichFreshman II
asked in Reports and Generic Inquires

Generic Inquery - Get total count of records via OData

Hello,I’m using the Expose via OData with some generic inquires to get some data via the OData API. I need to know the total number of records. You can clearly see the total number at the bottom of the results grid but I don’t know how to get this information in the OData response.How can I get the total records for a Generic Inquiry in the OData api?

0
aaldrich
Freshman II
25 days ago
D
Freshman II
DineshJFreshman II
asked in Reports and Generic Inquires

Lines not showing contuniously when content increases in report.

Hi I’m trying to create a table and trying to add lines betweens the line items by styling individual textboxes with borders, the issue here is the lines are not printing continuously when the description is getting longer than 2 lines. (ex: line 5 & 6)I tried to resolve it by styling pannel but same issue repeats.Is there any better way to add lines without wasting space.  

1
BenjaminCrisman
Acumatica Employee
25 days ago
D
Freshman I
DelFreshman I
asked in Reports and Generic Inquires

EasyPost URL in Generic Inquiry

I have a Generic Inquiry that displays shipment information based on the tracking number that is input into a parameter. We have EasyPost integrated into our Acumatica, and we have the Tracking URL as one of the fields in the Generic Inquiry. Is there a way to make the Tracking URL link active in the Generic Inquiry so the user can simply click on the URL and view the tracking information on the EasyPost tracking page? Thank you

2
D
Freshman I
25 days ago
D
Freshman II
ddickersonFreshman II
asked in Reports and Generic Inquires

GI relating cases to emails in the cases

My team wants a report to show how many emails a customer service rep responds to a day from cases created from our website’s support page, not cases a rep would create on their own.  My plan is to make a GI that has case id’s, and created by, then the emails within those cases which I can filter by rep later, but I’m having a hard time finding the relation between a case and the emails in the case. Does anyone have a good join for this?

1
lauraj46
Captain II
25 days ago
K
Jr Varsity II
ketillerJr Varsity II
asked in Reports and Generic Inquires

Check From with Remittance - Add Joint Payee

Hello,Has anyone been able to get the Joint Payee name on the printed form “check form with Remittance” AP641000? We have everything set up in the system to allow a joint Payee name (Second column in the screenshot) we would not just like to add the joint Payee to the check form with Remittance. Thank you,KT 

0
K
Jr Varsity II
26 days ago
N
NChowdhury
asked in Reports and Generic Inquires

How to add an invoice report to a GI?

I am trying to make push notification which would deliver all my open invoices with amount,balance,customerID and copy of the invoice to an endpoint. I am wondering if there is a way to add the PDF Invoice as a column to the GI that would feed the push notification.

1
M
Pro II
1 month ago
Allshashw
Freshman I
AllshashwFreshman I
asked in Reports and Generic Inquires

Dashboard caching issue: dashbord is always filter widgets based on logged user's employee id.

Hi,I created a new Generic Inquiry window using Px.Objects.EP.EPEmployee, Px.Objects.EP.EPTimeCard. And set the Employee ID as a parameter without default value and not from schema.Then created a Dashboard using this GI window. Owner role: DashboardDesigner set Employee ID as a parameter without default value and not from schema.  Then designed the dashboard with widgets as below figure.  After logged as a user who is an administrative employee and run the dashboard. Initial load the employee id is filtering based on logged user’s employee id. Removed the employee id from the filter parameter box and select a new employee. But the widgets are not loading correctly. Then activate the design mode and check the widget parameters, and found the logged user employee id has been set as the default employee id.  After removing the value widgets are loading correctly, but every new session this logged user employee id is set as the widget’s parameter. Therefore, every time need to activate the

3
aaghaei
Captain II
1 month ago
R
Pro I
RoyceLithgoPro I
posted in Reports and Generic Inquires

System was not able to get record count message when running GI

We have a custom GI which is showing this message in the status bar:Same query exists in two tenants but only one of them (the one with more data) shows the message.

8
K
Freshman I
1 month ago
S
Freshman I
sarahFreshman I
asked in Reports and Generic Inquires

AP3010PL - Add PO # to Bills and Adjustment

How can I add the PO # to the Bills and Adjustment generic inquiry screen?I added the related table APTRAN but then I had duplicate invoices.What would the proper “join” be to get this info?

5
P
Freshman I
1 month ago

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