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Reports and Generic Inquires

Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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Mike CollinsFreshman I

asked in Reports and Generic Inquires

Unreleased AR Documents count

I’m in the process of creating an indicator for a client with all unreleased AR documents.Unfortunately it’s not a Generic Inquiry type screen I could just replicate and use in scorecard KPI dashboard widget. I tried to build a Generic Inquiry but linking ARInvoice with ARPayment brings no results.Is there any way of creating such an indicator for a dashbaord? Maybe I’m linking the DB tables just wrong.

3 years ago

ray20Captain II

asked in Reports and Generic Inquires

Meet errors when open AR672000 (sales profitability by customer and so) from server

Hello, I tested in 2 environments, 1 is 2020R1 Build 20.105.0024, the other is 2020R2, Build 20.203.0028. Both meet the same errors. The report (AR672000 ) is running correctly, however, if I want to do a little modification and open the report from server, it shows errors in report designer, some like “textbox75” is duplicated stated, totally 4 errors, including “textbox75”,textbox76,textbox79,textbox80. If I did nothing, no changes, and just save this opened file back to server, it won’t display well, while it did display well before save this rpx back. So my large guess is the file is broken when opening. The line with doc.type= INV is missing data. which it did display data before. Can someone help me out?

3 years ago

ray20Captain II

asked in Reports and Generic Inquires

Is it possible to add more "aging days/periods" columns on report AR630500 (AR Aged Period Sensitive)

Hello, Correct me if I am wrong, I’ve studied the AR630500.rpx, and found actually the “aging days” are soured from statement cycle setting. However, on statement cycles, the split sections have been limited to 4. Supposing I would like to show columns like1-15 days, 16-30days, 31-45 days, 45--90days, over 90 days is it possible to do it? Thank you.

3 years ago

lakshmim85Freshman I

asked in Reports and Generic Inquires

How to create Scorecard KPI widget using a Custom GI?

Hello Everyone,I am trying to create Scorecard KPI widget using a Custom GI.In the widget creation process need to select the Custom GI, But I could not able to find that Custom GI in the tree structure.For your Information I used [PX.Objects.GL.TableAndChartDashboardType] attribute for the Graph so I am able to find if I create Chart type widget.Can anyone help me how can I create Scorecard KPI using Custom GI.Thanks in advance !!

3 years ago

Mellie

asked in Reports and Generic Inquires

What is the purpose of this DAC: PX.SM.StandartDateTimeFormat

What is the purpose of this DAC? PX.SM.StandartDateTimeFormatI used it in a generic inquiry and it displayed the day and time according to my site timezone.Am I using it correctly? How else can it be used? I’d like to know if anyone is using it.

3 years ago

alicia23Jr Varsity III

asked in Reports and Generic Inquires

Getting Schema for a user defined field parameter

I have a parameter on my report that is a user defined field. I can’t figure out how to get the schema for it. I tried using =GetCustomFieldSchema('ARInvoice.UsrNVInvoiceType') but it gave me an error.

3 years ago

wfilipiak67Captain II

posted in Reports and Generic Inquires

Different form layout by companies in one tenant

Hi, We have a couple of clients that have multiple companies in one tenant. There are a few with multiple tenants also. I am wondering how to have different form layouts per company. ie, The SO Quote form (SO641000) needs to have a different layout based on the company not just the tenant. When using multiple tenants, I know I can save the reports with the username@tenant name? Is there something similar for tenant & company? ie username@Tenantname@Companyname ?

3 years ago

podonnell11Semi-Pro II

asked in Reports and Generic Inquires

Mask to omit accounts in ARM Report row set

Hello everyone, Maybe I am overlooking things here, but is it possible to add a mask to omit or not display an account in a certain range of accounts? For example let’s say I have account class 500 on my chart of accounts with accounts:500000500010500020500043500057500081500100and I want to show all accounts between and including 500000 and 500100 but I do not wish to see 500043 on my report. Is there a mask or would I be better off creating 2 rows, starting 500000 ending 500020 and then another row starting 500057 ending 500100? Thanks

3 years ago

suemackeown13Jr Varsity III

asked in Reports and Generic Inquires

Sorting detail lines in report designer for Sales Quote

Is there a way to sort the detail lines of a sales quote in report designer, by the ‘Sort Order’ found in document details of the Sales Quote GI?This field, ‘Sort Order’, does not appear in the corresponding table in the report designer.

3 years ago

MichaelBarkerFreshman I

asked in Reports and Generic Inquires

Report Designer - Present All Released Transactions From Yesterday

Howdy Acumatica Community,I am looking at scheduling a daily report to Accounts Payable listing all released purchase receipt documents from the date before. Fun twist on this one; the POReceipt.ReceiptDate field isn't working for me as this is using the document date. We have segregation of duties and the date the receipt is released is not always the same date of the document. I fear that by hardcoding a daily report using the POReceipt.ReceiptDate field will present bad data to our AP team.Any thoughts/advice out here on how to present all released PO receipts from yesterday?Thanks!

3 years ago

mrivera67Freshman I

asked in Reports and Generic Inquires

How to resize a group header area?

Hello everyone, A total newbie here to Acumatica Report designer, so please forgive my question...but how to i precisely set the size of a group header section in the report designer?At the moment, there are about 4-5 blank lines that is being used up by the address section and it it pushing my document layout further down, so how do it fix this please? Kind regards,Melq

3 years ago

Naveen BogaCaptain II

asked in Reports and Generic Inquires

Can we get a duplicate records count in Generic Inquiry

Hi Everyone, In Generic Inquiry, is this possible to get the duplicate records count just like below sample SQL query. SELECT username, email, COUNT(*)FROM usersGROUP BY username, emailHAVING COUNT(*) > 1

3 years ago

jthrashrFreshman I

asked in Reports and Generic Inquires

Opportunity & Sales Order Join Is Sporadically Missing Data

I recently joined the opportunity and sales order tables (and vice versa). It has been working perfectly until recently. On the opportunities screen, I’ve noticed a behavior where information from the associated sales orders isn’t being pulled over for some opportunities (see the image below). On the sales order screen, it looks like every sales order is being correctly associated with the correct opportunity ID, so the issue is isolated to opportunities. Also, these opportunities do not have multiple sales orders associated either. Any suggestions on what could be going wrong here?

3 years ago

erinJr Varsity II

asked in Reports and Generic Inquires

How to create a report from existing inquiry

Hi Sir Currently , we would like to create a report/statement from existing inquiry. May i know how to create this kind report. the content will be frmo existing inquiry , we just have a type of report format instead of excel format.

3 years ago

podonnell11Semi-Pro II

asked in Reports and Generic Inquires

Displaying Financial Reports on a Wiki Article

Would it be possible to show a report in a wiki article? In essence I am trying to create a wiki reference area with some financial reports displayed. Currently I am only able to show a link to a report page.

3 years ago

ray20Captain II

asked in Reports and Generic Inquires

How can I put "Month" as a single parameter in Generic inquiry or Report Designer

Hello, I know “Date to” and “Date From” are more flexible. But sometimes, the data are just required in terms of “Month” range. So, to make the user just select 1 time, I am looking for a way to set a single parameter, like Month with data source “Jan, Feb, Mar,,,,” and so on. I’ve tried the Fin Period, which, of course, currently set exactly as the Month range. However, Fin period of My designed GIs can not be selected by user, it is a text input format, which is not convenient for user to use. While the some of original Screens can be selected. So, can anyone guide me how to do it like the above?

3 years ago

RNagelFreshman I

asked in Reports and Generic Inquires

Freeze column or row in ARM reports?

Hi,I have multiple trending P&L Reports that I’ve created where you lose the first column (GL account titles) as you scroll to the right. Similarly, as you scroll down through the reports, you lose the column headers telling you what period you’re looking at. Does anyone know of a way to freeze columns/rows? Thanks

3 years ago

wfilipiak67Captain II

asked in Reports and Generic Inquires

Edit Access via Report Designer after 2020 r2 upgrade

After an upgrade to 2020 R2, I cannot access the edit button (Pencil) on reports & forms. The Report Designer role is assigned to the user. The user is Admin with Administrator Role & Customizer Role. Is there something else to select?This is happening at 2 different instances. Since this was working on them both prior to the upgrade, I don’t think it is a security issue. If the report/form was previously midified, I can edit the version. but not the base version.

3 years ago

Ehren_DimitryFreshman II

asked in Reports and Generic Inquires

View Activities by Campaign

I am building out a dashboard to monitor campaign activities and I can’t figure out how to connect the CRCampaign and CRActivity tables. The CRActivity table doesn’t have the CampaignID as a field. It does show the campaign, but not as expected [CampaignID, CampaignDesc].Any thoughts on how to pull this off would be appreciated!

3 years ago

ray20Captain II

posted in Reports and Generic Inquires

GIs with parameters to have option to start search only after user presses GO

Hello, We’ve designed several inquiries and dashboards. Some of which are with multiple parameters.Currently, the changing or selection of every parameter would start the search immediately.Like below, if “Date from” is changed, the search would start. However, in some cases(for some inquiries/dashboards) , user would like to start search only after several parameters be chosen at the same time, please noted, not all the fields are required , how many and what parameters depend on the user’s wish. The reason behind this requirement is due to performance issue. For some inquiries/dashboards, it would take a longer time to retrieval data, and that would make the system “freeze” a while. And user think that freeze doesn’t need. The desired steps would be looked like, user select all the parameters he wants, can then click a search button, and then the system start to do search work This is not really an urgent question or something must have. But I am just wondering

3 years ago

alicia23Jr Varsity III

asked in Reports and Generic Inquires

Passing subreport variables

Does anyone know if passing variables from subreport to subreport is a possibility or passing a variable back to a subreport from a main report? Thanks

3 years ago

franciscocazarin06

asked in Reports and Generic Inquires

Dependent Shipment parameter on report.

Hello,I’m working on a report that must print the labels for a specific shipment, I have Shipment Nbr, Item ID and Lot Nbr parameters, and I would like to have the report knowing the Inventory ID or LotNbr once the Shipment Nbr value on parameter is entered.The report is working fine if I know the lots or inventory id associated to the shipment, but I would like to have those values displayed associated to the Shipment #. Do you have any guidance on it?

3 years ago

dheyaaqaddoFreshman I

asked in Reports and Generic Inquires

Swing subtotals on Sales analysis report

I have created a sales analysis query using sales analysis.My query showing Customers - products - qty sold and amount of sales.I am trying to make the report provide total per customer, I can see that when I collapse the customers but do not see the total when taking the report to excel, any one experience on solving this issue?

4 years ago

hsarjapurVarsity I

asked in Reports and Generic Inquires

How to show Google maps in a wiki?

How to show Google maps in a wiki and expose that Wiki on dashboard? We can add google maps script to show up in Wiki page but would like to see if we can add that wiki into dashboard Wiki component and show on the dashboard.

4 years ago

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