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Restricting Periods...
 
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Questions Restricting Periods a Report Can Be Ran For

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by Tim Rodman 6 years ago
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Posts: 2
 Amanda Hawn
Topic starter
January 14, 2020 1:19 pm
(@amanda-hawn)
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Joined: 6 years ago

I was wondering if there is a way that you can restrict the periods that an ARM report can be ran for. We have a cash flow that doesn't calculate correctly in 2019 because of a disposal, but it will be correct in 2020. Is there a way to only have 2020 periods as options to select when running the report?


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programfred
Posts: 45
 programfred
January 14, 2020 6:25 pm
(@programfred)
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Joined: 5 years ago

your report doesn't have the Start Financial Period and End Financial Period?


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Posts: 2
 Amanda Hawn
Topic starter
January 17, 2020 6:26 pm
(@amanda-hawn)
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Joined: 6 years ago

It does and that's what a want to restrict. I don't want the person running the report to see any of the periods in 2019 as an option - only 2020.


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programfred
Posts: 45
 programfred
January 17, 2020 11:00 pm
(@programfred)
Trusted Member
Joined: 5 years ago

you can restrict the [Start Period] and [End Period] in Report Definition.

you also can set up [Start Period] and [End Period] in row set.


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Tim Rodman
Posts: 3193
 Tim Rodman
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February 16, 2020 9:15 pm
(@timrodman)
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Joined: 10 years ago

The only thing I can think of would be to do something like this in the Column Set:

 

By hardcoding 2020 in the Column Set, it will only take the Month from the parameter set by the person running the report. They could still select 03-2019, but your report would run it for 03-2020. Then you'd want to make sure to print 03-2020 on the report.

Not the best solution because it could be confusing to the user, but it's the best idea that I can think of at the moment.


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