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Report Designer Tree View

  • 3 August 2023
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K
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Does anyone know how to add or modify the tree view on the in reports that are made with report designer? Several reports in 2023 R1 all reports have this function, but I can’t tell where they are coming from in report designer.

Thanks

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Best answer by Laura02 3 August 2023, 22:13

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Kasey

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darylbowman
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Could you provide a screenshot of what you are describing?

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
K
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Thank you for answering. Please look at the attachment

 

1 Attachment
Kasey
Laura02
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Hi,

In Financial Reports like Balance Sheet, Income Statement, the Groups come from the Unit Set.

In Not Financial reports like AR Balance by Customer, the Groups come from Groups collection in the Report Designer.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
K
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Ok. Thank you for that information. That helps a lot.

Kasey

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