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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,418 Topics
  • 9,725 Replies
2418 Topics
param2022
Jr Varsity II
param2022Jr Varsity II
asked in Reports and Generic Inquires
Populate the Material selection in report based on the status of material

I have my custom report. I want to populate the material number selector based on the status and date selected in the above parameters. How can we do that any ideas ??Report screenThanks

371
BenjaminCrisman
Acumatica Employee
swittrock
Freshman I
swittrockFreshman I
asked in Reports and Generic Inquires
Formula help in a GI

I am getting a syntax error with this formula and can’t quite figure it out.=IIF ((DateDiff(interval, [ARInvoice.DueDate], Today()) >=30 and (DateDiff(interval, [ARInvoice.DueDate], Today())<60, [ARInvoice.CuryDocBal],0)I am trying to create columns of data depending on the “aging” of the invoice balance in a GI so that we can export to Excel for submission to our Auditors.  The value should either be zero or the invoice balance.I have this similar formula that works fine for current invoices:  =IIF ([ARInvoice.DueDate] >= Today(),[ARInvoice.CuryDocBal],0) Thanks!

20311
swittrock
Freshman I
craig2
Pro I
craig2Pro I
asked in Reports and Generic Inquires
Create Action URL in Report

Hi all,I need salespeople to Approve their order after viewing the printed report version.  Is it possible to pass an Action via URL so I could create an “Approve” link in the report, much like you can do with a Parameter?Much appreciated!

422
craig2
Pro I
B
Jr Varsity II
billmarmcJr Varsity II
asked in Reports and Generic Inquires
Nice Labels

We are in the process of converting from Macola/Synergy to Acumatica. All of our box labels and item UPC code labels have been done with Nice Labels using Zebra printers. Is there a more efficient way of converting the Nice Labels to a format that Acumatica can use or will we have to design them similar to the way Acumatica report is done, RBAR (Row by Agonizing Row). I know that there are companies out there can can convert the Nice Labels to Acumatica format such as ASGARD), but if possible, we would like to do it inhouse.

1012
B
Jr Varsity II
S
Freshman II
swartzfegerFreshman II
asked in Reports and Generic Inquires
Older than "@Today" expression for row style (DateDiff?)

Hi all, I just wrote a row style -- =Iif ([SOOrder.CustomerRefNbr] = 'PRO FORMA' and [SOOrder.Status] = 'R','red20', 'default') If it’s a PRO FORMA on CREDIT HOLD, highlight the row red. So far so good. I would like to modify this so it’s only on credit hold pro formas that are greater than a week old. So I did something like this:=Iif ([SOOrder.CustomerRefNbr] = 'PRO FORMA' and [SOOrder.Status] = 'R' and [SOOrder.OrderDate]< @Today -7,'red20', 'default') That unfortunately gives an error. Is there a way to do dates in expressions? I see the DateDiff function but I have no idea how to work the syntax on that. Thanks!

2324
S
Freshman II
C
Freshman I
charitha82Freshman I
asked in Reports and Generic Inquires
How can I filter most recent Sales Order in a Generic Inquiry

I have a generic inquiry to show all sales orders lines, but now I want to modify this to retrieve only most recent sales order’s SO Lines. How can I do that?

1229
Naveen Boga
Captain II
E
Freshman I
enriqueyFreshman I
asked in Reports and Generic Inquires
Check Alignment and Margins

Hi Community,The check print is out of alignment with our new printer. How can I adjust the alignment and margins? 

3074
Naveen Boga
Captain II
R
Pro III
raphrfPro III
asked in Reports and Generic Inquires
Printed form - Is it possible to attach(print) the linked PDF by default?

Printed form PJ644050   Daily Field Report By Project Form , by example.Is it possible to attach(print) the linked PDF by default? is there a way to do that?It’s not at the moment to send itThanks 

651
M
Jr Varsity II
M
Freshman I
MichaelBecnelFreshman I
asked in Reports and Generic Inquires
True GRNI(Goods Received Not Invoiced) Report

Is there a report in Acumatica that can show me a list of all items that have goods received not invoiced? I’m looking for a report that ties directly to the general ledger.

2324
M
Jr Varsity II
E
Freshman I
Eospina12Freshman I
asked in Reports and Generic Inquires
Revenue by "Task"

Hello to all - new to this community.  If this topic has already been addressed please kindly point me in the right direction.We have the “Projects Module”.  Currently I have about 70-80 projects and would like to run a report that tells me revenue by “Task”  / “Actual Quantity” across all projects.  Any ideas? Eric

1096
E
Freshman I
C
Semi-Pro I
chidao
asked in Reports and Generic Inquires
Report Designer - filter status does not equal On Hold or Open

Hi Team,I would like to exclude Status On Hold and Status Open from Shipment Confirmation SO642000. So I have tried with 2 options:Option 1: Status not equal On Hold or Open → I'm still able to print Open Shipment → incorrect Option 2: Status = Confirmed or Status = Completed → I cant print Confirmed Shipment → incorrect Do you have any idea on this issue?Thanks in advance,Yên Chi

1153
C
Semi-Pro I
Sagar Greytrix
Captain II
Sagar GreytrixCaptain II
asked in Reports and Generic Inquires
How to add "Text" as a watermark/back image in the report

Hi Team,I'd like to add the text "REPRINT" as a watermark in the report. When I print the report, I want "REPRINT" to be displayed in the background like a back image. want to add the text "REPRINT" in the report, just like the text provided below. However, I'm having trouble adding this text as a watermark. I've been attempting to do so, but I'm only seeing image selection options in the properties. I would greatly appreciate your assistance with this issue.Thank you. Regards,Sagar

2892
Manikanta Dhulipudi
Captain II
Q
Freshman I
quetruongFreshman I
asked in Reports and Generic Inquires
ERROR - Can't show all record because of huge data - Generic inquiry

Hi,I have a GI that shows about 400,000 records. After I add same tables join to show first invoice of customer. The result show that data is too huge to load.Please advise me how to fix this situation.

2692
Manikanta Dhulipudi
Captain II
S
Jr Varsity III
sspencerJr Varsity III
asked in Reports and Generic Inquires
Schedule a Report with Parameters to Run Daily

I have a report that I need to run everyday at 7PM.   The report has a Date Range Parameter.  I need this parameter to be the Current Day   ie @TODAY.   I can not enter @TODAY in the parameter fields.  How can i schedule this report to run daily?  The community articles lead me to creating a business Event, but in order to setup a business event you need to have a ScreenID.  I dont have a screenID, or a trigger such as change record.   I just have a report that needs to run at 7pm.Report Parameters - Need to set Start and End Date to Current Date.Automation Schedule - This schedule works, but I dont know how to set the date parameters for Current Day. 

3202
Chris Hackett
Community Manager
S
Jr Varsity I
stephenbologna39Jr Varsity I
asked in Reports and Generic Inquires
How to determine which Out-of-the-box Generic Inquiries have been Modified

There are several Generic Inquiries provided out-of-the-box when a new tenant is set up.  If these Generic Inquiries get modified by a user, they can stop working correctly after an upgrade.Does anyone know if there is a way to determine which if any out-of-the-box Generic Inquiries have been modified without having direct SQL access?  Hoping to avoid having to build something like a customization or SQL View.

653
Laura02
Captain II
dsimmerly
Pro I
dsimmerlyPro I
asked in Reports and Generic Inquires
report designer versions

are there ‘versions’ of the Report Designer product?how can you see what version you are running ? 

3875
Manikanta Dhulipudi
Captain II
R
Captain II
ray20Captain II
posted in Reports and Generic Inquires
Share ways to manipulating on "FinPeriod"

Hello，    Looks like we don't have parameters “@Period” like “@today”, which we can get Current Period or Last Period or any other period we like directly.    But according to my recent expericence, we can manipulate period in some ways, and I have put the details in the below 2 post:  In short here:We can use datatime formula to get the current period like below: =iif(Month(Now())<10,CStr(Year(Now()))+'0'+CStr(Month(Now())),CStr(Year(Now()))+CStr(Month(Now()))) We can also join  “PX.Objects.GL.FinPeriods.TableDefinition.FinPeriod”  to get periods we want. We can calculate based on “FinPeriodID” fields like below: The below is supposed to join a period with its pre Period =IIf( Right( [ItemCustSalesHist.FinPeriodID], 2)='01',CStr( ( Left( [ItemCustSalesHist.FinPeriodID], 4)-1))+'12', [ItemCustSalesHist.FinPeriodID]-1) 

3274
Patw
Jr Varsity I
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Reports and Generic Inquires
Security: Limit Report Designer's Rights

Is there a way to limit a third-party report disigner’s rights / access?  We hire hire third-party report dedigners.  We do not want these third-parties to have admin-type rights, but enough rights to access but not change data. 

962
BenjaminCrisman
Acumatica Employee
K
Freshman I
KakieFreshman I
asked in Reports and Generic Inquires
Report Designer Bold Date

I have the open order report, and I am looking for a way to bold the dates that are past due?  Is this possible?

392
K
Freshman I
deebhane
Semi-Pro I
deebhaneSemi-Pro I
asked in Reports and Generic Inquires
How to find Maintenance Set up user

Hi Team Is there a way to find, who has placed the site to understand maintenance? I was trying to find if we can create any GI using “Lockout Filter” to find the user, but no luck.  Thanks Deebhan Hari

411
M
Jr Varsity II
ketiller
Jr Varsity III
ketillerJr Varsity III
asked in Reports and Generic Inquires
GI Sort by Results Grid function

Hello,Is it possible to sort on a GI by a formula in the results grid?GI Details:Tables: PMProject,PMHistoryParameters: PMproject.Default Branch, PMHistory.PeriodIDGrouping: PMProject.ContractCdSorting formula:The formula works in the results grid but when I turn on the sorting, I get the following error:Thank you,KT

382
Chris Hackett
Community Manager
N
Freshman I
NathanKahnFreshman I
asked in Reports and Generic Inquires
odata path

I recently became multi-tenant.  Until now, I was using this odata url with an excel macro and it worked fine:company.acumatica.com/odata/Inquiry TitleI’ve since triedcompany.acumatica.com/odata/tenant/Inquiry Title  -- trying both Tenant Name and Tenant Login Name.company.acumatica.com/odatav4/tenant/Inquiry Title   -- with both Tenant Name and Tenant Login Name. They all return either invalid url or authentication failed.  I have odata access checked off on the GI and odata permission on the user.  This worked until we add a test tenant. Any ideas? 

5942
N
Freshman I
mike2665
Jr Varsity III
mike2665Jr Varsity III
asked in Reports and Generic Inquires
How to stop getting multiple sets of labels using =[AMMTran.LotSerialNbr]

I am getting 6 sets of labels because =[AMMTran.LotSerialNbr] is pulling sets from Packaging inventory ID’s instead of Finished Good. I am using =[AMMTran.LotSerialNbr] to pull the Lot Code from a Move that is on Hold. Attached is my Expression Editor and screen shots. Can someone assist me in an expression that will only pull 1 set of labels from Finished Good?   

262
mike2665
Jr Varsity III
K
Freshman I
KakieFreshman I
asked in Reports and Generic Inquires
report link from screen

I am trying to add a report that we have as an option from another screen.  example, I want to print a sales order report from the sales order screen.  Someone went in an broke the link that we had to be able to do this, and I am trying to fix it.  We can still get to the report, but we have to go to the reports screen to get there. 

943
dcomerford
Captain II
P
Freshman I
PavithiranSFreshman I
asked in Reports and Generic Inquires
Report content is blank when viewed in PDF

We are facing the same issue across multiple tenants. All reports with the viewPDF=TRUE in their settings are not showing their contents on screen. The same report can be exported to Excel format and has the expected data. Also if we changed the view to HTML, the data is displayed. Reports with viewPDF=FALSE is printed fine. We've already tried :- revert Customization Projects.- restart IIS- imported snapshot into our staging environment and it works fine in staging​Issue started suddenly. No customized projects were published the day before. We’re on Build 22.120.0019.0042

1475
P
Freshman I

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