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Formula to add acco...
 
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Questions Formula to add account and sub accounts on report

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by Tim Rodman 6 months ago
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Posts: 4
 Doreen Wilder
Topic starter
October 20, 2018 2:20 pm
(@doreen-wilder)
Member
Joined: 7 years ago

I created a rolling 12 month P&L report.

In the row set, I expanded it by sub account. 

On the report itself, I want to see the account numbers and the sub account numbers. I can only get sub account numbers to show up. Any ideas on how to get both the account number and the sub account on the report? 


9 Replies
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
October 25, 2018 8:23 pm
(@timrodman)
Famed Member
Joined: 10 years ago

It would be nice to have an Account & Sub option in the Expand field. Unfortunately, the only way I can think to accomplish what you are looking for would be to define a separate row for every Account and use the Sub option in the Expand field.


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 Doreen Wilder
(@doreen-wilder)
Joined: 7 years ago

Member
Posts: 4
November 2, 2018 2:44 pm
Reply toTim RodmanTim Rodman

Thank you. Did what you said, and it is working now. 


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Tim Rodman reacted
Carl Brooks
Posts: 121
 Carl Brooks
November 11, 2018 10:42 pm
(@kingcarlos)
Estimable Member
Joined: 5 years ago

Does this article help?

https://myobexo.custhelp.com/app/answers/detail/a_id/38876/kw/sub/session/L3RpbWUvMTU0MTk5MDAyMC9zaWQvd04zeURBX24%3D


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
November 13, 2018 10:01 am
(@timrodman)
Famed Member
Joined: 10 years ago

Awesome technique Carl! I didn't realize that you could do that. Much cleaner than my suggestion.


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Posts: 3
 Joe Young
February 18, 2019 1:37 pm
(@joe-young)
Member
Joined: 7 years ago

I feel like I am missing a piece of the puzzle. I can get the subaccounts to show, but they are not associated with the individual GL account lines. They appear as their own separate lines below the primary account lines, even using the base row feature.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
February 23, 2019 10:31 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Can you include some screenshots Joe?


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
October 30, 2019 8:43 am
(@timrodman)
Famed Member
Joined: 10 years ago

@carl-brooks - The images in your support article aren't showing up for me on my phone. Am I missing something?


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Roland Enzweiler
 Roland Enzweiler
(@renzweiler)
Joined: 7 months ago

New Member
Posts: 1
February 28, 2025 5:08 pm
Reply toTim RodmanTim Rodman

@timrodman Has anyone had success with this?  was unable to get it to work by reading the phone screenshot post.


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Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 10 years ago

Famed Member
Posts: 3193
March 14, 2025 11:16 pm
Reply toRoland EnzweilerRoland Enzweiler
Tim Rodman

Sorry @renzweiler, I haven't look at this in several years.


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