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Question

Report Definitions screen Customization

  • January 16, 2026
  • 4 replies
  • 54 views

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Hi Everyone,

How to customize the Report Definitions screen to add the fields under the Default Data Source Settings for the PM Type.

 

 

4 replies

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  • Author
  • Jr Varsity III
  • January 19, 2026

Just wanted to check with you all again this!!


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  • Author
  • Jr Varsity III
  • January 21, 2026

@wfilipiak67  Can you please provide your inputs on this?


wfilipiak67
Captain II
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  • Captain II
  • January 21, 2026

@nsmith51 ,
I do not have a lot to do with customizing this screen or building the financial reports beyond the basic needs. 
Sorry. 


nhatnghetinh
Captain II
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  • Captain II
  • January 22, 2026

Hi ​@nsmith51 

Reports such as Project P&L are ARM reports (Report Definitions) in Acumatica.
These ARM reports are very convenient for creating financial statements. However, their limitation is that you cannot customize the available parameters as flexibly as you require.

You can use Report Designer, a powerful tool that provides extensive support and advanced customization through formula configurations, to fulfill your requirements.

 

Best Regards,

NNT