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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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  • 10,093 Replies
2514 Topics
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
How to quickly find a GI under the access by screen tree,like where Puchase Receipt(PO.30.20.PL)located

Hello,      I have a issue with opening “PO.30.20.PL” in genericy inquiry.  I suspect it is an access right issue. BUt How can I find where it is located on “acess right by screen”  

5010
R
Captain II
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Is there a way to install two Report Designers with different versions on the same PC at the same time?

Hello,          Since the 2024R2 version of Report Designer is incompatible with previous releases, I need to maintain two versions of Acumatica simultaneously. Is it possible to install both the 2024R2 and 2021R2 Report Designers on my local machine without using a virtual machine?

382
bcoutermash09
Jr Varsity III
D
Freshman I
DelFreshman I
asked in Reports and Generic Inquires
Remove links from Dashboard table data element.

Is there a way to remove the hyperlink from a column in a Dashboard Table.The Default Navigation is unchecked in the underlying GI but some columns still have active hyperlinks An example; we have a Dashboard with a table called “Canceled Retail Orders - Today”, this table shows any Retail order that was canceled for the current day, the columns in this table are Order Date, Last Modified On, Status, Order Nbr, Customer Order Nbr, Customer, Ship Via, and Last modified By. There are four columns that have active links, Order Nbr, Customer Order Nbr, which we want to have links, and Ship Via and Last Modified By which we don’t want to have active links. In the Generic Inquiry that feeds this table the Default Navigation box in the is unchecked for the Ship Via and Last Modified By but the data in these columns still show they are linked and if the user clicks on the data element, they are taken to the screen that shows the details for that column.As an example: If I click on any of the d

1063
V
Freshman I
plambert
Semi-Pro I
plambertSemi-Pro I
posted in Reports and Generic Inquires
Date Function Inconsistencies with Default Data

I’m currently working on a report which involves summarizing Sales and Shipments info in various time periods and I keep getting tripped up by inconsistencies with how the DateTime functions work with respect to default date values from Acumatica. I wanted to open this up to see if anyone else sees these as errors or has experienced something similar. Month (@MonthEnd) <> Month(Today())I have two parameters which define the Year To Date period ending at the last full month, a start date which I default to @YearStart and an end date of @MonthEnd -1. The issue which made my periods misalign is that, for example on May 22nd, Month(Today()) = 5 and Month (@MonthEnd) = 6. It displays properly as 5/31/2025 in the parameter at the top of the GI and when formatted. I expected that MonthEnd would be in the relative month, just as MonthStart is. Could this be a timezone issue that the Month function is slightly adjusting the date parameter instead of extracting the month as given? DayOfWee

130
plambert
Semi-Pro I
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
How to get the last sales price and qty using GI?

Hello,          I am trying to write a GI to get the customer’s sold since information like the below screen.          You can find my share in the below post:     My solution almost works fine, but I find it difficult to get the “last sale qty” and “last sale price” by item using GI.     The last sales date can be got because the default aggregation is MAX, the max date is exactly the last date.      However, the max(orderqty) is not the last order qty, and also the max(unit price) is not the last unit price.     so currently, I am using the AVG unit price and Sum Order qty as a workaround, and it can be accepted by user.     But still, I am eager to learn how can I get the data using a single GI?   Thank you. 

22709
kkeating24
Jr Varsity III
A
Varsity II
Andy SmithVarsity II
asked in Reports and Generic Inquires
Report Designer - Adjust Font properties within a text box

In Report Designer, we have a text box with several lines of text.  The requirement is to adjust the font color or bold property for only a few words in the middle of this text string.  Like this.We reviewed the Format function, but didn’t see an option to control these properties.Anyone know a way to do this?Thanks,Andy

195410
meganfriesen37
Captain II
L
Freshman I
LaurenceGiraud36Freshman I
asked in Reports and Generic Inquires
Show decrypted field in report

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

202
L
Freshman I
A
Freshman II
alexgillespie61Freshman II
asked in Reports and Generic Inquires
APPayment ExtRefNbr field not populating in GI

Hello,I am trying to create a GI to show payment information (primarily the payment/ACH number and payment date) for a Purchase Order. The problem I am running into is that when adding the Payment Ref field from the Checks and Payments screen (which appears to be the ExtRefNbr field from APPayment), it does not return a value in the GI. I am posting here to see if this is a known issue with a workaround or if I am just missing something in the setup of the GI itself. This is my first community post, so apologies in advance if I left out any important information. Thanks! 

336
A
Freshman II
T
Semi-Pro II
tahayabaliSemi-Pro II
asked in Reports and Generic Inquires
Demad Sales Generic Inquiery

Hi, All I have created 3 GIs and then using that 3 Gis in one to show the maximum of all three. All three Gis are working fine but on the main one where i want to show maximum is not shwoing me any records.Can anyone guide me please. For inquiry Demand-Sales, I need a column that will show the maximum of W1, W2, & W3. I am attaching all GIs below

405
T
Semi-Pro II
E
Freshman I
ExcelPerfFreshman I
asked in Reports and Generic Inquires
Tracking Vendor Freight on Drop Ships

We are experiencing an issue with reporting the vendor freight on a drop ship against the original sales order.  For items that are shipped from our warehouse there is no issue as the freight is calculated and allocated over the items shipped.   Here is the Drop Ship Process  Sales Order Line > Drop Ship PO (This is where freight cost is added) > Purchase Receipt > AP Bill  The issue is that if a line on the sales order has a Price of $150, A cost of $100 and a shipping cost of $15(On the drop ship PO).  It is going to show the profit on the line at $50 instead of $35.  I would think this is a common scenario, but I have not found a good solution.  This is throwing off our profit reporting on all drop ship orders. 

260
E
Freshman I
A
Freshman I
alfonsosnchzFreshman I
asked in Reports and Generic Inquires
Generic Inquiry for pending approval expense receipts assigned to workgroup

I’m currently working on creating new generic inquiry screen for pending approval expense receipts assigned to workgroup. Goal is to leverage that generic inquiry with a business event in order to send email notification to all members of the group. Issue that I’m running into is that the contact email address is currently coming up blank. I followed the instructions from prior post that was based on Purchase Order: Any guidance that could be provided would be greatly appreciated. I have attached the XML from the GI

562
A
Freshman I
S
Freshman II
SandyAFreshman II
asked in Reports and Generic Inquires
how do i delete role for a user

i have this user and i want remove Container tracking from their screen.any idea of how to go about it? 

243
Manikanta Dhulipudi
Captain II
J
Jr Varsity III
justen0351Jr Varsity III
asked in Reports and Generic Inquires
Unhide system monitor table

I am currently working on making a dashboard to monitor automations that we have built. We were wanting to add in the system monitor to that as well but it seems that the dac for that screen is PXHidden. only admins will be able to see the dashboard, so is there any reason that we shouldnt/couldnt make it available to be used in a GI? and how would i go about removing the PXHidden. i cant seem to find it to remove it. even looking through the folders in a local version.

301
Tony Lanzer
Semi-Pro III
B
Varsity I
bodiecVarsity I
asked in Reports and Generic Inquires
Correct way to use status in a conditional formula inside a GI

I have a simple GI showing production orders and all I want to do is add some color to it based on the status. This formula is currently not coloring anything and I tried a couple other ways too, the system seems to not recognize the Status ID as the actual words that I have in my condition. Here is my formula:=IIf( [AMProdItem.StatusID] = 'Released', 'green20',     IIf( [AMProdItem.StatusID] = 'In Process', 'blue20',        IIf( [AMProdItem.StatusID] = 'On Hold', 'yellow20',            IIf( [AMProdItem.StatusID] = 'Completed', 'green', 'default' ))))  Can a second pair of eyes show me what is wrong with this?

344
K
Pro III
B
Varsity I
bodiecVarsity I
asked in Reports and Generic Inquires
Using a GI as a Data Source, that is essentially a duplicate GI

I am having a tough time relating my GI that I am using another GI as a data source. I have a GI that is pulling All Move Transactions, I also have formulas that tell me if the transaction occurred on Day or Night shift, and if it was on Overtime or not. I wanted to duplicate this GI and then pull the duplicate in as a data source, to minimize the amount of formula I need to use. Because instead of writing the formula again, I can pick [overtime] from the data source and continue with the rest of my expression. It should be simple to relate, because it is literally the exact same information. I figured it should be related by batch number and maybe doc type, but no matter how I relate it, I get “cannot be bound” Can anyone help me relate these tables.  Another thought I had, my main GI has a bunch of conditions to limit which transactions to pull into it. But the data source GI, I removed the conditions so that I could hopefully use it for other screens as well. Could this be an issue?

602
B
Varsity I
T
Freshman II
thoyt76
asked in Reports and Generic Inquires
Using Styles in AR Report for Past Due

Does anyone know how to use Styles to show color for invoices that are past due? I have the below formula.=CDec( DateDiff( 'd', [ARInvoice.DueDate], Today()) )Thank you. 

404
T
Freshman II
H
Freshman I
hbarnes45Freshman I
asked in Reports and Generic Inquires
24R2 Report Parameter Autofill not working

Autofill is not working on any report parameters in 24R2, as far as I can tell:  

292
H
Freshman I
J
Jr Varsity II
jlpatchJr Varsity II
asked in Reports and Generic Inquires
How to Show Only Archived Records in a Generic Inquiry with the use of a Parameter?

Whilst the Generic Inquiry definition has a “Show Archived Records” option, this is not as flexible as the “Show Deleted Records” option.With the Show Deleted Records option you can then use a parameter to include/exclude the display of these records.  This was because there was a field on the records that indicates if the record was deleted.  This is useful. With Archived Records, no such field - unless someone can inform me of some magic way of filtering.  A end user cannot be expected to go in and toggle Show Archived Records on and off.   Thus you are left with show only non archived records or show all with no user control when running the GI.  Thus not useful.  For most users they will need to have 2 Generic Inquiries.  One quick GI that does not include Archived Records and another GI that includes Archived records.  Clearly not efficient and confusing for end users.Solution?  Unless someone can inform me of some magic way of filtering which would be the most efficient approach,

415
Chris Hackett
Community Manager
A
Jr Varsity III
astramathis30Jr Varsity III
asked in Reports and Generic Inquires
Hide Customization button top right of Generic Inquiry

Hey Community, Does anyone know how to hide the “customization” button on the top right of the GI entry screen (even if only from certain user roles)? 

293
A
Jr Varsity III
T
Jr Varsity II
tharinduweerasooriya90Jr Varsity II
asked in Reports and Generic Inquires
Relation Between EPTimeCard , EPTimeCardSummary and EPTimeCardDetails

Hi Acumatica Community,I'm working on a Generic Inquiry (GI) to identify instances where employees have no time recorded on a given day within their time cards. This is crucial for us to ensure accurate time tracking and address any missing entries.I'm using the EPTimeCard, EPTimeCardSummary, and EPTimeCardDetails tables, and I'm looking for the best way to achieve the following:Goal: Display employee time card details, specifically highlighting days where no time was entered at all.Challenge: The standard joins between EPTimeCard and EPTimeCardDetails typically show days with entries. I need to effectively identify and display the "gaps."How can I achieve this?

241
lauraj46
Captain II
R
Freshman I
RyanBostwickFreshman I
asked in Reports and Generic Inquires
Numeric Attribute Not Showing Up In InventoryItem DAC After Adding Attribute To Item Class/Stock Item

Recently set up a numeric attribute and a combo attribute. My intent was to add these attributes to the Shipment Confirmation Report (SO642000.rpx). After loading the schema and hitting the Refresh All button in the report designer, I found that only the combo attribute had been added to the InventoryItem DAC. That said, I haven’t been able to get the numeric attribute to show up. Does anyone know if numeric attributes show up somewhere else, or am I just missing something? 

523
Nilkanth Dipak
Pro I
S
Freshman I
shane62Freshman I
asked in Reports and Generic Inquires
How to keep a dollar figure together in one line in forms

Sometimes, a dollar figure such as $123.45 included in line description might be split into two lines after the “.”, i.e.The first line looks like: some description $123.The second line looks like: 45 more descriptionSetting the option CanSplit to False partially solves it but introduces another similar issue that a dollar figure such as $1,234.56 might be split into two lines after the comma, i.e.The first line looks like: some description $1,The second line looks like: 234.56 more descriptionIs there anyway to always keep the dollar figure together in one line?

708
S
Freshman I
J
Jr Varsity III
jvarughese23Jr Varsity III
asked in Reports and Generic Inquires
How to Restrict User Access to a Single Branch (Company) in Acumatica?

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.

312
J
Jr Varsity III
A
Jr Varsity II
arjanJr Varsity II
asked in Reports and Generic Inquires
Alternate background color - line item _ REPORTS

Hello, Trying to have the report printed with alternate color for line items to make it easier for user to read the printed report. picking list report for instance.  Thanks!

75011
M
Freshman I
N
Freshman I
nboiniFreshman I
asked in Reports and Generic Inquires
Prepayment Usage report

Is there a report that I can run to see the Prepayment usage. Our customers would like to know where the prepayment applications with  the details like Invoice Ref Nbr, inventory item, quantity and amount at invoice line level. -Thank you,Nalini  

231
nhatnghetinh
Captain II

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