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Questions Roll up specific subaccounts, or expand by unit in ARM report?

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by Jesse Houser 3 years ago
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Jesse Houser
Posts: 8
 Jesse Houser
Topic starter
April 24, 2023 4:59 pm
(@jhouser)
Active Member
Joined: 3 years ago

Hi everyone,

 

I have an ARM reporting scenario that I'm looking for some insight on:

 

The Unit set has multiple levels. Below the consolidated level are two units: 1. A "Division" unit that contains all divisions, each of which is a subaccount (basically a rollup of subaccounts), and 2. An "Executive" unit that is itself a single subaccount. At the Consolidated level I need the report to show Division and Executive for each account, but not all the subacounts within Division. I know how to expand by account or subaccount, but in this scenario I need a rollup of subaccounts + 1 separate subaccount, or an "Expand by Unit" option (which doesn't seem to exist). If I simply Expand by Sub it will show all the subaccounts under the Division umbrella, which they don't want. Attached is an example in demo (didn't want to post actual unit set). Let me know if you're unable to view or zoom in on it. Kinda new to posting on here. 

 

Thanks in advance for any help!

 

Unit Set

 


Tim Rodman reacted
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