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Question

Reporting to default to company not branch

  • August 14, 2026
  • 4 replies
  • 35 views

Hi, is there a setting for reports to default on the company / organisation rather than the branch?  I know this can be done by modifying each report to default on company, but if there is a setting / preference that can do this please let me know

 

 

 

4 replies

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  • Semi-Pro II
  • August 14, 2026

I’d love this too. We have multiple companies and branches but always run reports at a company level. 


smilner3
Varsity II
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  • Varsity II
  • August 18, 2026

Maria,

No global setting for this that I can find — but you don't need to modify the reports.

On the report form, set Company/Branch to the company, then SAVE TEMPLATE and tick Default. Those parameters load automatically every time you open that report.

Two catches: it's per user, and Default and Shared are mutually exclusive — ticking Shared clears Default, so a shared template won't auto-load for others. They'd have to select it.

One template per report, per person. More setup than a single switch, but no report edits and it survives upgrades.


I think currently there is no setting . However I think probalbly an Acumatica developer can write a code which could work (customization).

You can also submit new product idea at https://community.acumatica.com/ideas

@Naveen Boga ​@Dipak Nilkanth ​@jinin Any thoughts on this ?


Naveen Boga
Captain II
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  • Captain II
  • August 18, 2026

@saravanaacumaticaconsultant  Thanks for tagging me.

@mariaromina  As mentioned by ​@smilner3  There is no single global setting in Acumatica that forces all reports to default to company level instead of branch level. The default is driven by the logged-in user's branch assignment.

Below option available.

Save a Report Template (quickest per-report fix):

  • Open the report
  • Set Company/Branch to company level
  • Click Save Template
  • Check Default checkbox
  • This saves the company-level selection as default for that specific report for all users