Roll up specific subaccounts, or expand by unit in ARM report? - Acumatica Analytical Report Manager (Financial Report Writer) https://www.augforums.com/forums/acumatica-analytical-report-manager-financial-report-writer/roll-up-specific-subaccounts-or-expand-by-unit-in-arm-report/ Acumatica User Group Forums en-US Wed, 17 Jun 2026 00:56:46 +0000 wpForo 60 Roll up specific subaccounts, or expand by unit in ARM report? https://www.augforums.com/forums/acumatica-analytical-report-manager-financial-report-writer/roll-up-specific-subaccounts-or-expand-by-unit-in-arm-report/#post-10619 Mon, 24 Apr 2023 21:59:41 +0000 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!

 

3161

 

]]> Acumatica Analytical Report Manager (Financial Report Writer) Jesse Houser https://www.augforums.com/forums/acumatica-analytical-report-manager-financial-report-writer/roll-up-specific-subaccounts-or-expand-by-unit-in-arm-report/#post-10619