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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,419 Topics
  • 9,726 Replies
2419 Topics
Michael Ndungi
Varsity I
Michael NdungiVarsity I
asked in Reports and Generic Inquires
Function to get difference in time

Couldn’t find the function to calculate difference in time between fields in generic inquiry ieTrying to get the time difference from when a sales order was created and when it was shipped. The only function I could get was DateDiff but it doesn’t return time only days=DateDiff( 'd',[SOShipment.ConfirmedDateTime],[SOOrder.CreatedDateTime])*-1 Any suggestions in how to go along with this?

5512
Michael Ndungi
Varsity I
TimRodman
Pro I
TimRodmanPro I
asked in Reports and Generic Inquires
Dashboard Scorecard KPI Rounding

When I add a Scorecard KPI Widget to a Dashboard, it rounds the result, which I don’t like.Here is a screenshot where the number is actually 5,001 but it rounds to 5K: Is there a way to get this number to appear as 5,001 and not 5K?

2314
R
Pro II
C
Jr Varsity III
CalvinJr Varsity III
asked in Reports and Generic Inquires
Line Duplicate In GI Due To Shipped QTY

Hi All,I am revising a GI that show all the items placed in back order or have yet to be shipped. The situation I am facing is that duplicate line of the same items show up when partial quantity is shipped out and there is still remaining quantity to be fulfill. Above screen shot shows that 7 pieces were shipped out and 18 pieces is still on back order. I could not figure out what relation I will need to set in order for the GI to show the line once, preferably the line that is in Open QTY. I suspect there is a hidden line somewhere that I can’t see and remove.Looking forward to see help from the community regarding the situation above. Kind regards,Calvin   

1072
C
Jr Varsity III
Jeff96
Captain II
Jeff96Captain II
asked in Reports and Generic Inquires
Relative Date in GI filter

I’m trying to filter results on a GI to @today but it returns 0 results.  I attached the GI.

37011
Jeff96
Captain II
L
Captain II
ltussing03Captain II
asked in Reports and Generic Inquires
Receiving Clerk Dashboard - Receipts with no bills - Seems incorrect

Hello,On the standard Acumatica Receiving Clerk dashboard is an item called “Receipts with no Bills”.  I examined the GI behind this and it seems incorrect.  The selection criteria is as follows.This seems incorrect as it is checking a text field that seems unrelated to determining if there is a bill.  While it says “InvoiceNbr”, the field is actually the Vendor Ref. when you examine the data.Am I correct that this is bad logic?Does anyone have a suggestion for proper logic to display “Receipts with no Bills”?THANKS!!!

270
L
Captain II
A
Freshman I
atuljainajmFreshman I
asked in Reports and Generic Inquires
Printing item summary on report footer

Hi All,I am trying to create a report footer which contains multiple item details. Multiple items are show in the main PO but when I transfer the same fields to report footer section, only the first item is displayed in the report footer section.can someone please help?Thanks  

27313
Chris Hackett
Community Manager
R
Freshman I
RSHAH1Freshman I
asked in Reports and Generic Inquires
Sum of column value on Report Designer

Hello Acumatica Support i want to know that is it possible to get column count in groupheadersection of acumatica report designer please check the below requirements for batter understanding…want to get sum of column in groupheadersection for exp..here have 3 rows inTotal Work (Incoming calls + Assigned Cases)244i want sum of Total Work (Incoming calls + Assigned Cases) column here have 10 want to store that result in one variable inside the groupheadersection  so is that possible or not ?  

6813
Chris Hackett
Community Manager
R
Freshman I
RSHAH1Freshman I
asked in Reports and Generic Inquires
Regarding Create Globle variable in Report Designer

Is it possible to add global variable in Acumatica Design reportRequired to add global variable to use in other section of report Requirements Using one Main report and from that use sub report and access sub report value in main report in header part but facing one issue that sub report value access only where subreport control is define so in my report set subreport in Header and then i want to use that value which is return from subreport in group header so somehow currently i am not able to access value out of the section even used assign functionality also but that is also not working  Thank you for help in advance…. 

3685
Chris Hackett
Community Manager
E
Varsity I
edwardmcgovern97Varsity I
asked in Reports and Generic Inquires
Modified Check does not show modified check

Yes the modified check is selected as active.  what I DID: under payment methods I have selected checkThen under settings for use in AP I selected the AP641000 Check Form with Remittance.  Under the AP menu I select Check Form with Remittance and click on the Edit Report and did some minor changes. Just moving fields on the check itself.  I saved the report as new version check box and made sure it is actived. Then I go to Process Payments / Print Checksselect Checks, enter the account and next check number click on process and the check generated looks like the check unmodified. Are my assumptions correct, that selecting AP641000 under payment methods for Check will make the system use the latest modification under Check form with remittance (the one I selected) or am I missing something here???? Any help would be appreciated

2173
K
Jr Varsity II
T
Pro I
TharidhiPPro I
asked in Reports and Generic Inquires
How to Print Necessary Image if More than One File item attached to Note Report Designer

In the Projects form in Acumatica, if we attach more than one file in the record, how can we select one specific image file to be selected and printed in the report, this image file will have a specific naming convention so that it will be selected to be printed in the report. How can I approach this development?

1674
I
Freshman I
Manikanta Dhulipudi
Captain II
Manikanta DhulipudiCaptain II
asked in Reports and Generic Inquires
Notification Template Design

Business Requirement- Send a product review after the Invoice is closed.We have created a below GINow in the Template, we need a display the Items with Image when we have multiple Lines.We are displaying the Line Items in a same row because of our business scenarioIn the GI the inventory Info is listed row-wise which we need to show as columns in the notification template.Expectations in the template as shown belowI am expecting those 3 Lines as below in the notification template. Acumatica responded this required customization- Need your thoughtsFor each loops can loop through multiple rows on a GI based on same reference number, but will not loop through multiple data fields listed on the same row on a GI.  SKU Image 10343886230   85126691547   85126691555    

4934
Manikanta Dhulipudi
Captain II
A
Semi-Pro I
amajorsSemi-Pro I
asked in Reports and Generic Inquires
Pick List - Add customer Name

We enter order transfers between warehouses. When we create the order, we override the Ship To Contact Account Name with a Customer Name. I have setup the Pick List to show that name on at the top. The report customization works well until multiple Pick Lists get printed at the same time. If that happens, all the pages show the same name at the top. I have tried to mimic the Shipment Confirmation setup to keep this from happening but can’t get it to work. What am I missing?Printed with 000494Printed with 000493Printed individually 

883
A
Semi-Pro I
R
Freshman II
RManathungage94Freshman II
asked in Reports and Generic Inquires
Get the applied document details of the payment and application form to a report

Hi,I want to get the information on the applied documents to the Payments and Applications form (AR302000) to a copy of the standard report that we are customizing. The standard report is AR Register Detailed (AR622000). We have used the following relationships to get the relevant data to the report.But the data does not display in the report as expected.can anyone please assist me on getting the relevant data to the report..

3002
BenjaminCrisman
Acumatica Employee
N
Jr Varsity II
nathankeatingJr Varsity II
asked in Reports and Generic Inquires
Available For Shipping Quantity - Table/source

Hello,I’m trying to add the Available for Shipping calculation to a couple different GI’s but can’t figure out where it’s stored.  Everywhere I look either doesn’t give me an Inspect Element option, or it does as an Enquiry that I can’t get to work on the GI’s.  Any help would be greatly appreciated.  Thanks!Nathan 

1142
N
Jr Varsity II
C
Jr Varsity III
CalvinJr Varsity III
asked in Reports and Generic Inquires
Creating a 30/60/90 days balance on a statement/Aging Report

Hi All,I am trying to figure out what the formula would be in order for me to track invoice balance for the last 30 /60/90/over 90 days. I have modify a report base on AR.63.30.00 AR Balance by Customer MC.Currently the formula $StCycCurrTot / =$StCycAgeTot00 / =$StCycAgeTot01 / $StCycAgeTot02 / $StCycAgeTot03 are pulling a sum base on the month and not by how many days the invoice is open.  If you look at the above example, you can calculate that Over 30 Days don’t add up properly as Today is April 18, and the transactions that should have been added is between Mar 7 to Mar 15. However if you add all the March transaction together, the value $6863.91 is correct. The goal is for this report to show balance based on the number of days and not based on the month. Thank you.Calvin Law 

4752
C
Jr Varsity III
N
Freshman I
nurul74Freshman I
asked in Reports and Generic Inquires
Is it possible to add “all status” in the dropdown filter of generic inquiry?

I have made a new inquiry about payment screen and I want to add an option to show all status as well as each status filter in this inquiry. Is it possible to add “all status” in the dropdown filter of generic inquiry? 

3253
BenjaminCrisman
Acumatica Employee
cmoreland
Semi-Pro III
cmorelandSemi-Pro III
asked in Reports and Generic Inquires
Select Multiple Rows In GI

Is there a way to select multiple rows in a Generic Inquiry? I have an inquiry that I am using a side panel on and I would like to select multiple records in the GI and send those to the side panel. This works great with the single selected item but it would be great to do for multiple.    

4295
K
Freshman I
C
Semi-Pro I
chidao
asked in Reports and Generic Inquires
Can we create a parameter with multiple selected option

Hi All,As per customer requirement, we will send a dunning letter following Customer Order Nbr.So, on the Dunning Letter AR661000, we want to add a filter that allows us to select multiple documents belonging to 1 Dunning Letter and print it.Is it possible to add a parameter with the multiple-selected option? If yes, how can we do that?Thank you,Yên Chi

4694
S
Freshman I
D
Freshman I
DelFreshman I
asked in Reports and Generic Inquires
Returning data from Yesterday

I have a Scorecard on a dashboard that show ordered that were invoiced yesterday. In the parameters for the scorecard I have Created On is equal to @Today-1.This has been working until today (November 1, 2022). This morning the score card shows 0 invoices created yesterday, when there was one created. If I change the parameter to Created On is equal to 10/31/2022 the score card shows 1 which is correct.Is there some issue with @Today-1 when at the beginning of a new month, or is there a better may to automatically pull yesterday from the score card parameter setting?

2196
BenjaminCrisman
Acumatica Employee
R
Freshman I
RDelanyFreshman I
asked in Reports and Generic Inquires
Dashboard Scorecard Colors

We have recently updated from 2020 R2 to 2022 R2 (don’t ask) and my dashboards have gone wonky.  I had many score cards with color coding - most are not visible now.  I can’t figure out why.  If I change them to meters they work fine, but as scorecards they show up - at best - like the KPI on the right of my screen shot (black text on white background), but the vast majority show as white on white unless they’re moused over.  I tried deleting one and adding it back in, but the results were the same.  Hopefully someone can help!  Thanks!left score card is being moused over 

2808
R
Freshman I
M
mannylaraiv
asked in Reports and Generic Inquires
Conversion failed when converting date and/or time from character string on Acumatica Dashboard

I have an issue on my dashboard where creating a KPI scorecard gives me the following error: “Conversion failed when converting date and/or time from character string”. My GI’s work perfectly on the dashboard when in data table format, and even in the GI itself I am able to aggregate the column on the bottom of the screen without issue. For some reason when I create the scorecard, I receive this error. Anyone seen this before? (attached XML for the GI in question)

1481
BenjaminCrisman
Acumatica Employee
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Reports and Generic Inquires
Scheduled Sending of Custom Report with Parameters

Hello Friends,How do I configure a custom-built report to send off Monthly/Weekly using business events or automation schedules? My report does not come up in the screen name selector in the Business Events.I tried using automation schedules, but I’ve been told those might be going away. Also, I couldn’t find any of my parameters in the Automation Schedules either. This report I want to send out will have 140 parameter iterations, so it’d be REALLY nice if there’s a way to run an import scenario for this in either the business event or the automaton schedule.Thank you for helping!

2863
Michaelh
Semi-Pro III
D
Jr Varsity II
dilysJr Varsity II
asked in Reports and Generic Inquires
PO Receipt (PO646000) report duplicate inventory when join with POReceiptLandedCostDetail table?

Hi all,I want to add tab Landed Costs to PO Receipt report but when I join, the inventory is doubled. If you have any idea, pls help me.  

1099
D
Jr Varsity II
D
Freshman I
deonieb29Freshman I
asked in Reports and Generic Inquires
Report to show time invoiced per project broken down by week and day

Hi,I am not so clued up with report designer. A customer wants a report that will show time invoiced per project, broken down by week and day.We were able to create a report but when the ARInvoice as the invoice number is the parameter, is linked to the lines duplicate.Any ideas, please!

633
D
Freshman I
N
NChowdhury
asked in Reports and Generic Inquires
How to decrypt field value in GI ?

Hi, i encrypted the “TaxRegistrationID” field for vendor with a customization project using this Acumatica Article: https://www.acumatica.com/blog/technical-tuesday-encrypting-fields-acumatica-database/I replace the PXDBString attribute with PXRSACryptString . Now the field is encrypted in the database but in the UI we can see the real value. Thats what we wanted.If i make an api call to Vendor end point i do get the real value but if i export the vendor or add the field to a GI i get the encrypted value.How can i get the real value in the GI?

3654
Nayan Mansinha
Community Manager

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