Credit Reference Report Needed - Acumatica Report Designer

RE: Credit Reference Report Needed

Julie Baker — Mon, 02 Feb 2026 03:45:31 +0000

@pmkohler Patrick, did you ever get this working? I would take a report or a Customer dashboard view for credit reference purposes-Acumatica offers nothing out of box that I can find (lack of standard reporting was surprising for an otherwise good ERP). Would appreciate any guidance you can offer.

RE: Credit Reference Report Needed

Patrick Kohler — Thu, 01 Jul 2021 14:45:42 +0000

I am working on a similar request for one of my clients. Once I have something concrete I will share in this post. If I were to do a report I would start fresh with a new report and several embedded sub-reports to display various historical and current data points. Our client has requested a dashboard for this purpose. Stay tuned.

Credit Reference Report Needed

avaladez — Thu, 10 Jun 2021 15:01:42 +0000

Hello,

I'm trying to create a report we can use as a credit reference. I thought I could take the Customer Profile report and just add the AR Aging and date of last transaction to it but I can not get this to work. I am having issues getting the tables with the fields I need on this report. Has anyone done this or created a similar report on your own you wouldn't mind sharing? Thanks in advance.