Reports and Generic Inquires

We created a generic inquiry, which has basically compares a contact’s attribute with the business account attribute. The highlighted values in yellow (column) should be the new attribute value on Contacts screen.   The last column (Need to Update) is a calculated field as shown below - GIThis column is being used for the shared filter - Shared Filter We created a business event that updates each time there’s a new record added to this GI. Business Event Trigger ConditionBelow is our Import Scenario SubscriberBE SubscriberBelow is the fields that are being tracked- Fields to Track***Please note that the import scenario works by itself. Meaning, we recreated the import scenario with a new data provider, and it has been working as expected. The business event history shows that it has been running, but not really changing anything. However, it works occasionally, please see highlighted valueFor a contact, it updated the attribute on Contact screen as expected - Update worksBut most of th

I want the report to be printed in the following manner:Page #1 - Page break after inventory ID: 30Page break after inventory ID: 40Page 1Page  #2 Page 2 

Is it possible to make a custom pivot table instead of using the default pivot. If so, how?

I have a GI that provides all the data required to run a pivot on it and analyze the results.Are there any ways to get the pivot to work on the mobile app? I believe it is not possible, but has anyone found a workaround?

Hi! Is it possible to concatenate these values after group by? I want the output to be “Order Fulfillment, Customer Experience” since they just belong to a single activity.

We have created the dashboard below.On the dashboard first we have have KPI Meter/Scorecard with the total for the Open Sales Orders,  Then directly below the this we have a Data Table Widget.   What we would like to do is Display the Total Amount on the top of the Data Table and eliminate the need for the KPI Meter/Scorecard.  See the Red Circle and Arrow.   Has anyone done anything like this?If we click on either widget it takes us to the GI with the specific filters and we have figured out how to put the Summary Total at the bottom of the GI.  Is there a way to put it at the top of the GI and then have it also displayed in the widget? 

Hello, I’ve joined SOLine and SOLineSplit so I can get the PO and AP bill associated with sales orders in a GI. When I activate the join, it shows multiple lines for an invoice / order with only one line as shown below. Been wrestling with it for a while and hoping someone can assist. XML of my GI attached. Thanks in advance.      

Hi there, Is there a “Format” or “Formula” to trim a field in report designer. ie. I want to turn C-16600-O into just 16600. I do not want to physically change the naming convention inside Acumatica, i simply just want to trim the field in the report designer. Your help would be highly appreciated. Thank you

Hello everyone, Does any one knows how to create a multi level axis in the report designer? Report designer is adopted from excel. But the charts setting is limited. I want to create a multi level chart that grouped by month and product. Has anyone done this before? Thanks for sharing.  Excel sample: 

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

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!

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!

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.

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!

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?

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

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 

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.

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

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

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

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.

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. 

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.

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