Using Acumatica Report Designer – First Time

The Acumatica Report Designer is a stand-alone program that allows you to create reports in Acumatica.

Here was my first experience using the program.

1. Open the Report Designer program on the Windows Start Menu.

2. All reports are stored as an XML file with the extension .rpx. To open an existing report, you can go to File -> Open From Server… on the menu.

3. Enter the path to your Acumatica installation, then enter your login info. Note that, if you have multiple companies as I do, you have to put the company name after the username (separated by @), otherwise you will get an error that says:

Error during login: PX.Data.PXUndefinedCompanyException: Unable determine proper company id for the request.
at PX.Data.PXDatabaseProviderBase.b()
at PX.Data.PXDatabaseProviderBase.getCompanyID(String tableName, companySetting& setting)
at PX.Data.PXDatabaseProviderBase.getRestriction(String table, String alias, Boolean mainRestriction, Boolean isRightJoin, Nullable` 1 effectiveCid)
at PX.Data.PXDatabaseProviderBase.appendWhereClauseToSelect(String tableName, PXDataField[] pars, StringBuilder bld)
at PX.Data.PXDatabaseProviderBase.SelectSingle(Type table, IEnumerable` 1 joins, PXDataField[] pars)
at PX.Data.PXDatabase.SelectSingle[Table](PXDataField[] pars)
at PX.Data.PXDatabaseMembershipProvider.ValidateUserPassword(String username, String password, Boolean onlyAllowed)
at PX.Data.PXActiveDirectorySyncMembershipProvider.ValidateUser(String username, String password, String& providerLogin)
at PX.Data.PXActiveDirectorySyncMembershipProvider.ValidateUser(String username, String password)
at PX.Api.WebServiceBase.Login(String name, String password)

4. The company that I want in this case is called Demo Data. After entering your login info, click the Load reports list button to see a list of all available reports.

5. Select a report and click OK.

6. Note in the screenshot above that I selected the gl633500.rpx report. I knew that was the report that I wanted because I wanted to edit the Transactions for Account report in the Financial module. Since every screen in Acumatica has a unique ID, the report is actually just the ID for the screen in this case. You can determine the ID for a screen by putting your mouse over the screen name in the Navigation Pane or by clicking on the screen name, then looking at the address that appears on the top of your browser. As you can see in the screenshots below, both methods yield the result of GL633500.

7. Now I have a scary looking report that I can break if I’m not careful. Hopefully, after going through the 112 page S130 Reports Dashboards and Inquiries course, I will know what all the stuff below means.