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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

  • 2,406 Topics
  • 9,648 Replies
2406 Topics
N
Freshman I
nasimchowdhuryFreshman I
asked in Reports and Generic Inquires
Use of Expression editor in Report Designer

Hi, so i am new to ACM report designer. I am creating a report of payroll for our vendor, where every detail(job) done by the vendor is listed. Which includes job date, start time, finish time and different payment for the same job(officer pay, city fee, car fee). Report Now my report is grouped by job ID. And the information about the different payment is pull out a DAC called” APTran”, where the are stored in a table like below. But not all job includes all 3 form of payments .Some only have officer pay, some have officer pay and city fee and some have all three(and they are always stored in city fees, car fees, officer pay- in this order).There is a field called inventory id ,which includes the three payment method class. To get the officer pay information in the report row i used =Last(IIF([APTran.InventoryID]='OFFICERPAY',[APTran.LineAmt],Null)) Since its always the last one in the table. *“LineAmt” is for the Amount field. To get the city fee i used =First(IIF([APTran.InventoryID

6650
N
Freshman I
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
The "Is Null" in report designer visibility setting does not work, then how can I filter the data I want?

Hello,Thanks to Gabriel’s help. I can get the data I want in GI using a second filter. like below: The key in the join condition is that “INitemsitehistday” might only have qty in record，no sales record So if “left join” used， might get a joined line with INitemsitehistday.Sdate as Null. This filter out is working well in GI.However if I would like to apply the same kind of second filter by using the visibility section setting in report Designer. The “ Or [INItemSiteHistDay.SDate] Is Null” does not work. Then can somebody help me to get the data I want in Report designer? 1， Not sold in 90 days 2， never sold， which left join get a NULL value

14903
R
Captain II
scottm99
Freshman I
scottm99Freshman I
asked in Reports and Generic Inquires
I can't get the Pick List form to sort by the SOShipLine.InventoryID OR SOShipLineSplit.InventoryID

I am new to developing forms in Acumatica and in Acumatica in general, my coding knowledge might be just starting to hit intermediate level, although with C# I would say I am still basic. However my issue doesn’t seem to be code related it seems to be more of an issue of me not understanding HOW the sorting works in Acumatica. On the Pick List form on the Detail Section 1 area (not kits the next detail area) it has 2 fields that I want to sort by, SOShipLine.InventoryID OR SOShipLineSplit.InventoryID. I put those 2 fields in the Schema Builder in the Sorting area, however it completely IGNORES anything I seem to put there, I tried with the out of box form and our customized form and the sorting does literally NOTHING in BOTH cases so I clearly must not understand something, I will attach the relevant pictures. If someone could explain to me how I can get this form to sort by the InventoryID instead of the BIN location or anything else that is what I need. I thought this would be very s

5236
R
Captain II
C
Jr Varsity II
caseyh35Jr Varsity II
asked in Reports and Generic Inquires
Help with Dashboard Widget

Hello, I have a shipping dashboard setup to show a list of orders that need to be shipped. This contains a basic filter based off of warehouse (either MFG or RDD) and the status of the shipment (open). However, shipments seem to disappear from the widget, this seems to happen to older shipments. I have the record limit for the widget set to 30 for this widget, and I know that we are not having more than that many records listed on it at once. Here is the filter for the particular widget: shipping widget filter This is the list of shipments returned from the filter above, notice that #1346 and #1379 are missing. shipping widget On the acumatica shipments page you can see that shipments #1346 and #1379 both meet the criteria from the above filter, yet they are not shown on the widget. shipments screen I am hoping that someone can assist me in fixing this. I would greatly appreciate any input! This is happening currently in 2020R1, and was previously occurring in 19R2 as well.

2846
Vinay Koppula
Semi-Pro II
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Can I pass parameters from GI's selection to its side panel screen?

Hello， I’d like to pass the parameters like date selection on GI to its side panel. Is there a way to do it? It looks like I can not put the “@DateFrom” as the navigation parameter.

3744
Naveen Boga
Captain II
Ehren_Dimitry
Freshman II
Ehren_DimitryFreshman II
posted in Reports and Generic Inquires
Generic Inquiry List/Report

I am trying to build a GI to list all Generic Inquiries in the system. The Site Map Title is not within the GIDesign table. I believe I need to tie the GIDesign table with the SiteMap table to get those details. Can’t seem to figure that out though… Has anyone been successful with this?

6104
porlov
Community Manager
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Why Can the "Soshipline.openorderqty" NOT be found in GI? How can I filter the not shipped full item out?

Hello, We don’t generate “Back order” in business. That is, even if the soline is not shipped in full, the soline would become completed after shipment and the OPEN QTY on soline would become 0 But I checked, this item on its shipment line would remain open qty on screen. However, when I trying to make the conditions in GI, I can not find the SOShipline.OpenOrderQty field. Since GI does not support the condition in formula like: SOShipline.OrderQty - SOShipline.ShippedQty >0 How can I filter out the items that did not ship in full in daily business? Thank you

1223
R
Captain II
M
Freshman I
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.

1981
Gabriel Michaud
Captain II
M
Freshman I
Mike BaioFreshman I
posted in Reports and Generic Inquires
How to use variable values from a subreport in calculations with data from main report?

Haven’t had any luck finding more detailed instructions on being able use variables from a sub report in calculations back on the main report. I know you have to be able to do this and I can do it easily in Crystal reports. There are a few lines ive found in the help about using the subreport name in variable name to retrieve it but hasnt worked. If anyone has some samples to show that would be great, thank you!

8521
wfilipiak67
Captain II
R
Captain II
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?

531
R
Captain II
R
Captain II
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 like 1-15 days, 16-30days, 31-45 days, 45--90days, over 90 days is it possible to do it? Thank you.

3392
R
Captain II
L
Freshman I
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 !!

2567
V
Acumatica Employee
M
Freshman I
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.StandartDateTimeFormat I 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.

1711
Hughes Beausejour
Acumatica Employee
A
Jr Varsity III
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.

7151
Naveen Boga
Captain II
P
Semi-Pro II
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: 500000 500010 500020 500043 500057 500081 500100 and 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

3073
Gabriel Michaud
Captain II
wfilipiak67
Captain II
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@Tenant name@Companyname ?

4164
wfilipiak67
Captain II
S
Jr Varsity III
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.

2622
S
Jr Varsity III
M
Freshman I
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!

49313
rodman
Freshman I
M
Freshman I
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

2401
Naveen Boga
Captain II
Naveen Boga
Captain II
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

7712
Naveen Boga
Captain II
jthrashr
Freshman I
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?

3716
Irina
Community Manager
E
Jr Varsity II
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.

3864
E
Jr Varsity II
P
Semi-Pro II
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.

1392
porlov
Community Manager
R
Captain II
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?

12522
R
Captain II
R
Freshman I
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

2564
R
Freshman I

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