Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen - Acumatica Report Designer

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

Paul Palmer — Fri, 11 Jun 2021 01:17:23 +0000

Hi Guys, is this customisation still an option in the later versions ?

i don't get the main properties like in the above example that @Tim shows

2410

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

KDYoung — Sun, 02 Aug 2020 01:34:26 +0000

@sblumenthal - FYI - In our case all I had to do was give rights to the Administrator role. Once I did that the parameters were available.

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

KDYoung — Fri, 31 Jul 2020 15:53:13 +0000

@sblumenthal - Full rights for ALL users? That is odd! What is even more odd is that for us it wasn't all reports - just some seemingly random. I will try that out.

Thanks!

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

sblumenthal — Thu, 30 Jul 2020 18:58:33 +0000

@kdyoung We actually figured it out. It has to do with permissions on the report. We basically had to give the report full rights for all users and once we did that it worked fine. We reported this to Acumatica.

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

KDYoung — Thu, 30 Jul 2020 18:52:49 +0000

@sblumenthal - yes I have seen this at a client. I have not been able to figure out why. For the few reports I just told the client they'd need to run from the module menu. But very annoying!

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

sblumenthal — Wed, 17 Jun 2020 22:07:19 +0000

Has anyone scene when adding a report via the Customizations the Parameter Name does not become available? It shows up on a couple of our reports, but not all the reports that we are linking. Very weird.

Thank you!

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

Jean Slusher — Wed, 04 Sep 2019 14:29:20 +0000

This is great to see. Looking forward to trying it out.

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

Tim Rodman — Tue, 03 Sep 2019 15:42:38 +0000

In Acumatica 2019 R1 you can now do this with a Customization Project:

You can even control the Display Name, the Window Mode which controls how the report opens (Same Tab, New Tab, and Pop-Up Window), and what parameters get passed to the report which is pretty cool:

After publishing the Customization Project, you'll see the custom report. In my example, clicking the report will open it in a new tab and pass TAXILLINOI to the Vendor parameter:

RE: Adding custom report to AP30.10.00 (AP Bills and Adjustments )screen

Tim Rodman — Sat, 27 Oct 2018 00:07:27 +0000

Thanks Ahmed for the link. I think that's the answer to Jean's question. Just needs to be applied to the AP screen.

About the parameters, I agree with you, sure seems like the parameters section in the 4th screenshot would be the key to getting it to work. But it's a little too much C# for me to handle unfortunately.

RE: Adding custom report with custom parameter

AhmedBahar — Wed, 24 Oct 2018 21:38:34 +0000

Tim, did we ever have a guide to to pass a specific (custom) field to the report?

I see that it is hard-coded into the graph but wondering how to go about tweaking the customization?

This guide kind of goes into it but wasn't generalized enough to apply it to sales orders:

http://asiablog.acumatica.com/2017/08/adding-new-report-button-on-invoices.html