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
Solved
Reporting to default to company not branch
Best answer by Naveen Boga
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
I’d love this too. We have multiple companies and branches but always run reports at a company level.
+4Maria,
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
+20
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
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