Reports and Generic Inquires

We have recently upgraded from 2024 R2 to 2025 R2. Users reported that the same Dashboard loads much faster than before. Is this due to actual optimizations made to the underlying platform mechanism?

Hi All,I am currently setting up a QR code that can link directly to a Fixed Asset ID.At the moment, the QR code works when I use the fixed screen link only, and I can access the FA screen successfully. However, when I concatenate the FA ID field into the link, the QR code no longer works.Could you please advise if there is any specific configuration required for this? I would like to know if I am missing any setup or if the link format needs to be adjusted.It works with the screen link only, but it does not work after I add the FA ID field.Thank you.

Hello all,I have been trying to create a GI that will display the list of the customers whoes Customer class has an AttributeX added.How can I do so? I’m getting a bit confused in here as I tried to use AttributeX contains CustomerClass ID under Relations tab but no use.

Hello all,How can I define sorting conditions for cost codes with segments. I tried to define as:    Still no impact.

Hi All,I need some help with regards to bringing the amounts from a proforma Invoice to a main report.I have attached the zip file for the main report(PM652500.rpx) and the subreport. (PM652500CI.rpx)I have the below parameters on the main report.   Below is the external parameter for the sub report.   Parameters on the subreport   My problem is, I can’t figure out how to populate the amounts for [PMProformaLineWithPrevious.CuryLineTotal] on the main report which on the below column. 

Our management wants to display a metric on the Dashboard that identifies customers whose purchase frequency has dropped over the last month, compared to their regular historical buying pattern.For example:Customer A normally places 3 orders per week, but only placed 1 order weekly recently Customer B normally orders once every two weeks, but has made no purchase in the past two weeksWe need to flag these customers for sales team follow‑up to prevent customer churn. Could you advise how to build this logic via Acumatica Inquiry?

We need to flag inventory items that fail to hit our expected monthly sales growth targets, by comparing current‑month sales against the same month’s sales from the previous year.For example: Item A sold 100 units in May last year, with a predefined 2% sales growth target. If it sells fewer than 102 units in May this year, this item should be listed out for review.Is this logic achievable within Acumatica Generic Inquiry? If so, could you share the approach or required data sources to implement this YoY sales growth comparison?

Hi Team,I created the tables as shown in the screenshot for the Expenses Paid AP report and am currently trying to fetch the vendor details, specifically AcctCD and AcctName.I tried multiple possible approaches, including adding APTran, Vendor, and PMTran tables, but still no luck. I’m running into issues such as: Missing records Duplicate records Incorrect IDs being picked even after applying grouping It seems the joins/grouping logic is not returning consistent results for the vendor details. Could you please help review the approach or suggest the best way to retrieve the correct vendor information without duplication or mismatched IDs?Thanks! 

Im sure this has been asked, but I can not find it.  I need to know where to allocate material for production orders.  We are running into issues where not all materials are in for all orders, but enough is in for some.  and the production floor doesn’t know what they can and cant fill, then material gets pulled for orders that are not components complete.  example we have 1 product for 5 orders.1,2,3,4,5  we have everything for orders 2 and 5, and I want to allocate that material to those production orders. thanks!

Good morning,We are finding that when clicking on the  calendar / Year in our various Report Designer reports, the list of year values is now limited.  The first year in the list is after our go-live, so to see a wide open date range, we need to key in the value, instead of using the calendar view like below to switch to a year in the teens..Did something change recently that would limit the years in some way?  Can this be configured in our setup to extend the range?Thanks!  

How can I automatically print the invoice report so that it will be attached to the Activities section and automatically sent via email? Is it possible to make this work by simply clicking the Release button?

Is it possible to use HTML (or style sheets/CSS) to add a more robust e-mail signature at the end of an e-mail template in a report - either the code in the report itself or in an e-mail template in the system. Client is wishing to add their logo and formatting to an e-mail that is sent out with an invoice. Thank you in advance.

We are exploring a concept —  help us get it right!Acumatica Platform team is looking into ways to give non-admin users the ability to build their own GIs and Reports, while administrators control which data they can access. For example, a finance analyst building expense reports without ever seeing what employees are paid.We would love to hear your thoughts by commenting below to help us understand what level of control matters to your organization and why. Question 1: Review the two Mockups below and Provide your answers in commentsIf a user should not have access to Payroll data (for example), what should their GI and Report Designer experience look like?Option A: Payroll DACs are completely hidden. Users only see the DACs they have access to.Option AOption B: Payroll DACs are visible and can be used to build GIs and Reports, but no data is returned at preview or runtime. Option B  Question 2: Select a Poll answer below

Hi, I have a customized report (attached) and added the stock item’s Alternate ID of the parent customer. The column I’ve added this into the report is called ‘Customer Code’. However, quantities are multiplied.Can you please help me correct my joins or if joins are correct, the conditional statement is wrong.I ran this report for Account C013554. Product code is 4005 and customer code is 1909830C000916 is the parent customer of C013554As you know, C00916 is the parent customer of C013554. I want to pull the Alternate ID of this parent customer 

Hey there! I’m really interested in being able to see “Qty on Hand” based on the receipt number. As an example the window that appears when you search for a receipt number in the adjustments screen. Has anyone made a GI like this?  

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      I’ve attached the GI file for reference.Has anyone come across this issue before, or know how to correctly display the customer bank account number?

How To create / Design Custom Date Financial Reports  in Acumatica? 

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Report Designer it would be an a

I have a question about Report Designer templates.  It can be very time consuming to create a new report from scratch.  I’d like to be able to better utilize the templates that are already built inside Acumatica.  But, it’s hard for me to quickly scroll through them to get a feel for what the design and layout look like, without already being familiar with the report.  Does something exist where you can see images of the prebuilt Acumatica Report designs along with a reference to the specific report number? This would decrease the time of report design immensely.  

Hi, I am creating a new layout (attached word doc) for production ticket form. The form shows the production order details. The first page should only be a summary of production/BOM showing production details, operations and work centres.Then a page break after the first page summary. Second page should show the details of the Operation including its work centres, materials, steps, tools and overhead, if any.I have attached the layout that I need and the rpx report design in Zip file. The version of rpx is the below snip: 

In 26 R1, I have two sort conditions defined like this (notice the first one is a formula):This does not function correctly. It sorts first by OpportunityID. According to my findings, if I change the OpportunityID sort to also be a formula, like thisit functions correctly. According to my findings, this is directly due to how the GI code is written. Please fix.​@Dmitrii Naumov 

Hi all, There was a related topic regarding @BaseRowCode to calculate the percentage of a subtotal. I have attempted to assign a Base Row Code from Net Revenue for the subtotals; however, the values are still appearing as blank.For reference, I followed the guidance from the “Profit and Loss - Line Percentage to Total” community post.Profit and Loss - Line Percentage to Total | Community  I have also attached a snippet of my Row Set for review.  I would appreciate any guidance on where this may have been set up incorrectly. Thank you in advance.

Hi All,I have been struggling to find the table link that will let me list all of the attributes that are listed on an Item Class.The INItemClass table has this beautiful field called ItemClassStrID which is a direct match to the EntityClassID on the CSAttributeGroup table.Using this relation would solve all my problem, but the ItemClassStrID field isn’t available to use as a relation data field.Does anyone have a GI that lists the Attributes on an Item Class?Thank You!

I am having issues getting the insert new record button to show up on an entry point GI that is for a custom screen. I have the “Enable new record creation” button checked. I have insert or delete access but it still doesnt show up. I saw this post in the community that says to look in the hidden folder, but there isnt anything about my screen or GI in the hidden folder. I had issues with it not showing up on another screen i made but it randomly showed up. this one hasnt shown up yet. I tried restarted the application and logging out and back in. I also tried unclicking the “Enable new record creation” and then selecting it again. so far, nothing i have done has made it show up. Does any one have any ideas how to make it show up?