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Question

How to Calculate and Display Cumulative Revenue for a Selected Period in Acumatica Generic Inquiry


Hi Everyone,

We have a requirement to display the cumulative revenue for a selected period. Currently, in the existing Generic Inquiry DB-DASHBOARD GI 2, there is a field named Revenue that calculates the monthly revenue using the following formula:
=IIf(LEFT([Account.AccountCD],1)='4', [GLHistory.FinPtdCredit]-[GLHistory.FinPtdDebit], 0).
We have now created a new field called CumRevenue and need to calculate and display the cumulative revenue for the selected period using this field. Could you suggest an approach to achieve the cumulative revenue calculation and display

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