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Report designer. Grup results

  • December 16, 2025
  • 3 replies
  • 37 views

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Hello,

I am trying to create a report in Acumatica Report Designer where I need to first group records from one table, and only after the grouping, use the result to join with another table.

Is it possible to implement this in Report Designer? Does Report Designer support virtual tables or nested tables that would allow such a workflow?

Any guidance or examples would be greatly appreciated.

Thank you!

Best answer by aleksandrsechin

Hi ​@bihalivan15 
I think you should consider implementing a database view(s) for this purpose.
I’d like to share my approach for cases where it’s too difficult or almost impossible to achieve the desired results in the Report Designer due to its limited functionality. In such situations, I prefer to create a DB view (and a DAC as well) and then connect it to the report. Since SQL provides extensive capabilities, it usually allows you to handle even very complex tasks.

3 replies

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  • Jr Varsity I
  • Answer
  • December 16, 2025

Hi ​@bihalivan15 
I think you should consider implementing a database view(s) for this purpose.
I’d like to share my approach for cases where it’s too difficult or almost impossible to achieve the desired results in the Report Designer due to its limited functionality. In such situations, I prefer to create a DB view (and a DAC as well) and then connect it to the report. Since SQL provides extensive capabilities, it usually allows you to handle even very complex tasks.


Hi ​@bihalivan15 


In Acumatica, data from different tables is first joined together and then grouped or summarized. With this processing flow, all joins must be defined before grouping.


lauraj46
Captain II
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  • Captain II
  • December 16, 2025

Hi ​@bihalivan15 ,

Another option for this scenario is a subreport.  You can pass the first result as a parameter to the subreport.

Hope this helps!

Laura