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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,543 Topics
  • 10,202 Replies
2543 Topics
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?

3794
Nayan Mansinha
Community Manager
AWelty24
Jr Varsity II
AWelty24Jr Varsity II
posted in Reports and Generic Inquires
Report Designer: 2 pages per sheet, or 2 columns per sheet?

This is a duplicate post to : Curious if it’s possible to compress 2 Report Designer pages into a single final output page. The case we have is that we have a long item list that a customer prints and then hands out at their retail location. The issue is that the item list is multitudinous: 100 pages of items printed in 8 pixel font size. Goal: print multiple report pages per sheet, or create a Report that has multiple columns of item data under a single Report Header (this would be nicer for formatting IMO).I saw something similar being asked here.When I attempt this with a Print dialog, I’m not seeing the expected 2 pages per sheet, and I also see unexpected spacing in the print preview, despite having set the visible expression in the Group and Report footer to ‘False’.Any ideas would be interesting!Arline

831
AWelty24
Jr Varsity II
C
Freshman I
ctrabada28Freshman I
asked in Reports and Generic Inquires
How to view last modified date on generic inquiries?

Would like to see in the Generic Inquiry list columns with “Last Modified Date” and “Modified By” to ensure that we save all inquiries before a major update. It’s difficult to determine if someone has modified an inquiry that has not been backed up without this information. There should be some kind of audit trail for this.

6294
S
Jr Varsity II
R
Varsity III
rodrigocid34Varsity III
asked in Reports and Generic Inquires
Notification when a client opens a case through the self-service portal is not working

Hi! I have a BA that trigger a notification for cases. The BA works fine if the case is created within the regular instance but when the case is created in the Self-Service Portal, the notification is not triggered. Attach is the BA xml. I tried to replicate the solution provided in the topic How to setup a notification when a client opens a case through the self-service portal but it didnt work. Actually, I dont undertsand why is needed the portal map for this to work.Thanks! 

1604
E
Freshman II
W
Freshman II
wanizaidi27Freshman II
asked in Reports and Generic Inquires
Export to PDF -Chinese characters becomes blank

Hello,I have a problem while I am export report to PDF that containing Chinese character inside. Inside the report page, the character is showing, but once I exported to PDF, the Chinese character becomes blank spaces Hopes you can give me the solution.

2772
W
Freshman II
J
Freshman I
jmeagherFreshman I
asked in Reports and Generic Inquires
Filters concerning Dates

Is there a way to create a filter either on a GI or Dashboard widget to show current month Plus five days?  I know there is the @month parameter is there a way to add five days to it, so it forecasts five days into the next month? 

5345
BenjaminCrisman
Acumatica Employee
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Reports and Generic Inquires
How to connect RC returns to SO Orders

I am trying to do reporting on the NET revenue per channel (we differentiate channels by order types). I’m using the ARTran table to obtain the SOOrderNbr, SOOrderType, and NetSalesAmount. However, returns (RC order types) are not connected to the original Sales Order other than via the invoice number and show up under their own order type (RC).Does anyone have any suggestions regarding how to set up a GI that will reflect the negative amount generated by the RC return against the original Sales Order? Or maybe something like: IIf(OrderType=’RC’, OriginalSOOrderNbr, SOOrderNbr) 

2525
Naveen Boga
Captain II
W
Freshman II
wanizaidi27Freshman II
asked in Reports and Generic Inquires
Filter report by Week ID range

Hi, I want to generate a report from employee timecard . The filtering would be From Week ID and to To Week IDThe report will generate based on the filtering range week id and showing employee list name with the total hours for specific week . Here is the screenshot how the report should be looks like. Is there any ways for me to extract the data in range of the filtered week ID?Please help me. Thanks

1233
W
Freshman II
M
Jr Varsity II
matthewbeebeJr Varsity II
asked in Reports and Generic Inquires
Adding currency indicator to format on Generic Inquiry

I’d like to have a $ (dollar sign) included on the resultant line for a field in a GI.Can this be done?  I understand about using the schema field to force a sort of inheritance around the field formatting, but what happens if you don’t have a field with the proper schema formatting?  (I can’t find one that has the equivalent of $#.00) I only need the dollar sign $ but it would seem that it should support localizing in system currency. I know how to do this in Report Designer -- I need it to be in the Generic Inquiry (and hopefully a resultant Dashboard widget from there) thanks

7506
M
Jr Varsity II
S
Shayne
asked in Reports and Generic Inquires
GI Grouping By Contact Related to SO & Comparing to Attribute

Essentially what I am trying to create, is a GI which shows a list of contacts from a particular customer, and the total vat exclusive value of SO/SO'S that has been created with that contact on it.Each one of the contacts from that customer has an attribute assigned to it with a Dollar Value, which is their spend limit. Being able to display both their total spend for a particular period (which will be set as parameters on the GI) and the spend limit, and then another column showing the difference between the two.Any help would be appreciated!

270
S
E
Varsity I
EvanGVarsity I
asked in Reports and Generic Inquires
GI Formula If and Replace - Index Was outside the bounds of the array error.

Good day, Below is a formula that i am trying to replace the Inventory ID with the line description for a specific Inventory item.  Replace part works.  I get a new field with the description but something is wrong with my IF statement.  I can an error from the system it is outside the array =Index was outside the bounds of the array.I would also rather then you the entire id but use the EZ start with; but can’t fine the correct formula.  In case the user decides to change the ID. =IIf( [POLine.InventoryID]=EX-99-ZZ-ZZ-ZZZZ06-ZZZ, Replace( [POLine.InventoryID], [POLine.InventoryID],[POLine.InventoryID_description],[POLine.InventoryID] ))Your assistance is greatly appreciated.Attached hew GIEvan

2500
E
Varsity I
R
Jr Varsity II
rdennisj57Jr Varsity II
asked in Reports and Generic Inquires
How to pre-populate table AMMRPBucketDetailInq for use in a GI

I want to create a GI over table AMMRPBucketDetailInq, to feed to a dashboard, to show forecasted inventory levels for items into future periods. The existing inquiry ‘MRP Requirements by Item’ (not a GI) dynamically loads rows to this table (from AMMRPPlan) as the inquiry is executed. But I cannot use this inquiry as the associated GI on a dashboard.If I can create a GI that uses this table, I can associate it with a new dashboard I am also creating. Is there a way, in a Generic Inquiry, that rows in a selected table can be populated with data, prior to the display of said data?

702
R
Jr Varsity II
D
Jr Varsity II
dilysJr Varsity II
asked in Reports and Generic Inquires
Why adding new session with new group, the first session is duplicated (PO646000) in report designer?

Hi All.I have a problem with grouping in report designer, when I create a new session for landed cost with new grouping LCRefNbr, it's duplicated the first session groupInvoice

210
D
Jr Varsity II
D
Jr Varsity II
dgrossJr Varsity II
asked in Reports and Generic Inquires
Using Custom Colors in Report Designer

I have a customer color.  I open STYLE and go to this screen and get the custom color and then ADD TO CUSTOM COLORS where it populates.  The only problem is that it does not stay there.  When I create a new box and open the color options this Custom Color is no longer available.  I can’t even find a way to set a color to be reused in the templates.  Am I expecting too much?  Do I have to enter in a new color each and every time I create a box? I also noticed that if I select multiple boxes to set a background color for all of them and am using a custom color it does not work either.  HELP!   

2211
BenjaminCrisman
Acumatica Employee
A
Semi-Pro I
amajorsSemi-Pro I
asked in Reports and Generic Inquires
Batch Run Report Force Refresh

We are changing the shipment contact name on transfer sales order to help us with project staging. On the Pick List Report (SO644000) I have added this field [SOShipmentContact.FullName] to be visible if the Shipment Type is TR. When I have a batch run of transfer orders, the system is only pulling the information from the first shipment. All other fields are being updated correctly but the FullName field gets stuck with whatever the first shipment information was. Even when I look at a Print Job every page shows the first Shipment information. If I run the individual Pick List for the shipment, the correct information populates.How do I get this field to update with the correct FullName for that Shipment?

160
A
Semi-Pro I
L
Captain II
ltussing03Captain II
asked in Reports and Generic Inquires
LEFT function on an attribute/UDF

Hello,I created an attribute/User Defined Field for sales orders.  The purpose if to allow selectable text which will then be printed on the Sales Order form.  Everything works as expected until I try to print the information.It is a multi-select combo type.I added the “…….” at the end of each because Acumatica joins all selected values into one field.  I need to print each value on a separate line.  So I was going to create text boxes for characters 1-70, 71-140, etc. on my printed form.  (It seems to truncate if I just use spaces instead of “.”s) On the sales order, I select the values I want to print on the sales order form.To print the first one selected above, I created a text box with this value:=Left( [SOOrder.AttributeFORWARDER],10 )   This was just a test, I will want more characters.*****When I print the sales order, this field prints ALL of the selected values, it does not just print the first 10 characters as expected.******  THIS IS THE PROBLEM I NEED TO RESOLVE**** This i

1426
L
Captain II
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Reports and Generic Inquires
Add Landed Cost Detail (PO302000) to Purchase Receipt Report (PO646000) but report only print the second line?

Hi All,I am working on purchase receipt report (PO646000) and I want to add landed cost to the report. I have already joined 2 tables POReceipt and POReceiptLandedCostDetail as below. But I dont know why it’s only print the second line    Btw I have tried to put it header session or detail session but it’s still show the same.Pls advice me if u have any idea.Thanks in advanced.

500
H
Jr Varsity II
Laura Carpenter
Varsity II
Laura CarpenterVarsity II
asked in Reports and Generic Inquires
Restricting Reports by the Logged in User

I have a report that I want to restrict users to access only based on the user that is logged in.  The report will contain payroll information and I only want the employee that is logged in to be able to access their information.  I’m looking for a similar function to the Pay Stubs screen (PR405000) that comes out of the box.  Is there anyway to use a filter in the report or a parameter in a GI to restrict the user to only see their information?

3422
Laura Carpenter
Varsity II
A
Freshman I
anna117Freshman I
asked in Reports and Generic Inquires
Generic Inquiry 

How to add field Unapplied balance out of the screen Check & PaymentI added using Generic Inquiry but the figures don't come out right.

651
Manikanta Dhulipudi
Captain II
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Reports and Generic Inquires
How to show attribute from stock item screen in report Historical Inventory Balance ( IN616000) ?

Hi All,I want to display attribute table from stock item screen ( CST.IN.20.25.00) in historical inventory balance (IN616000) reportSo I joined CSAnswer in stock item screen ( CST.IN.20.25.00) but it’s only can show first line, I dont know how to show all attributes  and its value Pls advice me if you have any idea. Thanks in advanced

1762
H
Jr Varsity II
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Reports and Generic Inquires
How to connect Tasks with Sales Order table for GI

I’m trying to create a GI that includes task data (type, status, summary, start date, due date, etc.) along with information from the related entity; in this case, related sales orders (order total, customer ID, etc.). Anyone have any suggestions how to go about connecting these two tables? I tried to “Add Related Table” but the SOOrder table wasn’t an option: 

2524
M
Semi-Pro II
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Reports and Generic Inquires
How to filter report by attribute

I’ve added a user-defined field to the Sales Order Details by Inventory Item report (SO611500) but I can’t get it to show up in the Additional Filtering Conditions section of the Additional Sort and Filters tab of the report.I came across this knowledge article: But the attribute field I’m using is already showing up in Viewer Fields: Any ideas how to get this field to be visible as an Additional Filtering Conditions? 

115018
M
Semi-Pro II
E
Varsity I
EvanGVarsity I
asked in Reports and Generic Inquires
AP Check/Payment GI - Unapplied amount missing

Good day,I have the attached GI created.  I am unable to show for “on-hold” check/payments the unapplied amount for these transactions.  I check that correct column/field is curyUnappliedBal based on the inspection tool.Any ideas why the unapplied balance field is empty.  I have a number records on-hold that have an unapplied balance.Please advise on if this my issue or an ACM issue.Thank youEvan

1513
meagan59
Varsity I
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Reports and Generic Inquires
How to Apply Iff Function in Generic Inquiry

Hi All,I have created a new generic inquiry, I  joined  tables and I want to show project ID in one column. But currently I only can show 2 columns, because project ID appears in 2 screens ( Invoice & Memos) and (Payment & Application) I have tried  to use iff function for ar invoice, if project id is null, it’s will show project ID in payment, but it’s not work.  Pls help me if you have any idea to show project ID in one column.Thanks in advanced.   

2864
Chris Hackett
Community Manager

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