If your user has the ReportDesigner role assigned to it, things can get a little confusing. First, check to see if you have the ReportDesigner role by going to Configuration –> User Security –> Manage –> Users (SM201010) and checking to see if the ReportDesigner role is checked like this: … [Read more...]

Last week we covered how to login to Acumatica Report Designer (click here) so you can retrieve a report directly from the Acumatica ERP application. This week we’ll cover how to build a simple report from scratch that will display the list of our customers and run it from the Acumatica application. Step 1: Open the Acumatica Report Designer application After it opens, you should see a blank page like this. … [Read more...]