Reports and Generic Inquires

Can I know if is there a way to set the visibility of the Detail Section’s header to appear on a page without keeping it as ‘Print on every page = True’ if only the Detail Section has been populated in that specific page? Please check the below attachments. It depicts the 2nd page of the report.Repot Preview 

Hi all, I want to create new GI which can show the total cost of purchase receipt and total amount of bill but I dont know how to link because there is no link between 2 screens  Thanks in advanced.

how to solve it ?

Hello all, Quick question. Can Power BI only connect to Generic Inquiries? Or is there a way to connect to the instance directly like you would a SQL Server connection? We’re on a cloud instance. Thanks!

i want a generic enquiry that lists all journals filtering by Company and or branchChallenge is filter only showing branch level and no company level. Any help

Hi Everyone,Good Morning,I need data from FSServiceOrder table based on the CustomerID and LocationID to the report.For example:Based on the SrvOrdType, RefNbr we have CustomerID and LocationID. For this CustomerID and LocationID we have multiple data in the FSServiceOrder. So I need to get that multiple data into a sub report based on the filters CustomerID and LocationID.So please help me out, how to get that multiple records based on the filters in same DAC.FYI...Please see the below attached screenshots: 

Hi. In my report parameters I want to load Sales order number parameter that has open status only. How can i achieve this ? Please help!I tried to achieve this by setting the soorder.status equal to N in the filter section. But it’s not working. Can anyone help?! 

Howdy Howdy,I am experiencing a very perplexing issue and I wanted to throw it to the community to see if there was any insight into the problem.ABS-VENDSUM is a clone of the Bills and Adjustments Generic Inquiry with less results grid lines and a few more conditions. Essentially it pulls all closed bills and adjustments, properly converts debit adj into a negative value, groups them and while grouping it sums the total values. Simple. ABS-CHECKSPAY is a clone of the AP - Checks and Payments Generic Inquiry with less results grid lines and a few more conditions. It was determined that measuring cashflow via checks instead of bills was more accurate which I cannot argue. However when applying the same logic to the APPayments table everything works identical until we attempt GROUPING the output. At this time it selects a single transaction and presents that as the value. You can see that the logic is working because ungrouped it shows all line items it should show and it correctly turns

Ok, this is a stupid question.  We recently implemented a new tenant on our Production system and I have a need to connect to the site using Report Designer.HOWEVER, because now we have multiple tenants the old URL format of “https://acumatica.xyz.com” does not work.  I know with OData you have provide the tenant name at the end of the URL like this, “https://acumatica.xyz.com/odata/tenant%20name”. I thought the format for the Report Designer would be similar such as“https://acumatica.xyz.com/tenant%20name”But that throws an error when I try to load reports. So, what is the correct URL format for Report Designer to connect to each tenant individually?Sorry again for such a stupid question

Is there any way to get the SQL running behind the Pivot table? Also, if I have a SQL Script, how can I get the PIVOT to be created from that SQL?

In order to create balance in PBI, I need beginning and ending balance of each period. However, there’s no generic inquiry that provides such information.  TrialBalance Odata is empty (no data pulled when connected to PBI via odata)GL Tran does not have beginning and ending balance Anyone had any luck? Thanks

I am Trying to  create a Report to Find out the List of invoices Paid in Full /status closed based on Payment Date  with Following Fields SO Order number SO Type , Payment Date Customer , Invoice # , Date etc   Following tables were Used ARTran>SOorder, ARTran> ARInvoice, ARInvoice>ARADjust , I grouped it by Customer and when trying to get Subtotal for Customer , The result is getting Multiplied with the Number of Line Items in the Invoice Document .  How to resolve this ?   

Help with Report Designer

For all report designers out there, just sharing this tidbit in case it is helpful:With the permission changes in 2024 R1, a custom report added to the Site Map directly will be Revoked for all roles, including the report designer.From the 2024 R1 Release Notes:If an administrative user adds a new site map node directly on the Site Map (SM200520) form, the system will automatically set the form’s access rights to Revoked for all user roles. Then the user should grant access to this form to particular user roles on the Access Rights by Screen (SM201020) form.This means that the report publisher will not be able to open the new screen, even to drill into Tools-->Access Rights to assign the rights.  Instead the report publisher should use Access Rights by Screen to assign rights as needed.  If a Workspace has been specified for the report, then it will be found in that workspace.  If no Workspace is specified then it will be found under Hidden.Laura 

Hi All, I have created a tabular report and wanted to have a subtotal at the end of the report columns. I have found these ideas on the community regarding on the subtotal columns of the tabular report. Ability to create subtotal or total columns using a tabular report | Community (acumatica.com)Since that subtotal functionality does not exist in the standard tabular report functionality, do you have any ideas on how I can put a subtotal on a tabular report?I tried to hardcode the column bucket which is the account group on my report. Unfortunately, the figure is not showing on the correct bucket if there are similar cost code that has been used for multiple account group. Below are my groupings and report output for reference. In the below sample report, how can I consolidate the row lines per cost code and show the on the correct account group bucket?REPORT OUTPUT: I have tried to set the grouping for the Division to cost code to consolidate the value of the report per cost code. But

Before the recent update and enhancements for 2023 R1/R2 to Acumatica-LotSerialNbrAttribute-2023R1-ONWARD I was able to use LotSerialNbrAttributes as parameters in a GI and Report. There have been some table updates, we followed the instructions and updated the DAC with an SQL script and published the new customization package. We updated the tables, relationships, and fields in our custom GIs and reports that reference these tables. However, I receive and error when trying to use Attributes from the tables as parameters, with the previous version we did not have this problem. If I try to use one of the lot serial number attributes as a parameter it says it cannot find the field. Yet, if I deactivate the parameter and conditions for the field and only list the attributes in the results, it find the fields no problem. Example, INItemLotSerialInfo.SERIES_Attributeshttps://github.com/Acumatica/Acumatica-LotSerialNbrAttribute-2023R1-ONWARD/issues/4 Has anyone found a solution for this?xml

We just upgraded to 23R2 on Friday and noticed that some of reports are now pulling four decimal places in lieu of two. Under companies our price decimal places are still set to 2. We had this issue on another report previously and I was able to fix it by using #,##0.00 in the format field. However, that format is not working for these reports. Detailed formatting on these wasn’t previously required, so I’m not sure what changed causing the report to now have 4 decimal places or how to fix it. Has anyone else run into this with the upgrade? Or does anyone have other suggestions on how to get our reports to pull just the 2 decimal places? Thank you! 

how to add tabular report row total add in last column(for examp : Total = LC/TR/BA+TRADE FACILITY-MAYBANK+ LC/BA+TRADE FACILITIES-PUBLIC BANK+CIMB 2023)

I need to retrieve data from Vendor screen>>Payment tab>>Remit-to-info section to the Purchase Order report. I need to get three fields - Attention, Email,Phone1. I have customized purchase order report but I only got data of Email and Phone1 field. The Attention field not retrieve to the report. Here I’ve attached customized purchase order report I have done. Please can anyone help with this issue https://drive.google.com/file/d/1EtF-hIA__wfx8ylBesNbTCqcKUycHFdT/view?usp=sharing

Has anyone ever done a Generic Inquiry or Report Designer for Call Reports? Call Reports are what the Sales Reps submit after they visit one of their customers (at least that is the way it works here), with the date, time, customer name and other highlights or data that is needed.

This may be a noob question, but how can I set a condition on the generic inquiry for a data field based on a formula? See below.In the results grid, I have a formula that is calculating GP%. I want to set a condition on the GI to display only projects with a GP% lower than 25. How can this be done on the GI?     BONUS: Alternatively, if someone could help me figure out why this business event is not firing, I wouldn’t have to filter the GI in the first place.   

I have been editing the Daily field repot (PJ644000) sub report Progress worksheet (PJ644015) and while doing so I save multiple versions while testing changes. Is there a way to load the report and view the versions like a normal report in Acumatica? When entering the report ID on the site’s screen ID URL. I get taken to the main page. Whereas a normal report I can view the standard Version changes;   

I am trying to create a filter for my Dashboard KPI, but receiving the ‘ Conversion failed when converting date and/or time from character string’ error. Not really sure why as the parameter I am using in the filter should not be a string (see attached). What am I doing wrong?

Example : Just like a GI act as a source of data for a Pivot table. What can act as a source of  data for a report ?

Hello, At our company, many people need to access the details section of a sales order, as critical for doing our jobs. We have a generic inquiry which pulls data from multiple tables, which impacts performance quite significantly, by taking often 45 seconds or more to load the query. This may not sound like a lot, but when dozens of people run this query dozens of time each day, it creates a lot of friction.I suspect that there can be significant gains made to performance, with SQL best practices such as not scanning multiple tables, or other system level ways by using lazy loading, database caching, or using a  concurrent thread pool. Please direct me to a relevant thread or resource. If not, please respond and I will provide instructions on how to recreate the behavior of the query. Efficiency is so key here, because it is one of our largest pain points with the ERP since so many people rely on this general inquiry, it can save the company thousands of dollars each year along with t