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Drill down reports
 
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Questions Drill down reports

 
Acumatica Report Designer
Last Post by Tim Rodman 6 years ago
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Harsha Sarjapur
Posts: 55
 Harsha Sarjapur
Topic starter
May 8, 2019 4:52 pm
(@infosourcing)
Trusted Member
Joined: 5 years ago

Hey Tim,

Have you come across report where Customer would like to see Total sales at Company/Branch level and then drill down to see by Sales person total amt per Company/branch and then click the sales person it further drill down and shows all customers who paid/sold.

It's more like P&L drill down but I want to see if you or others have done something like this in a single/sub-report concept, any ideas?

- Harsha

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Tim Rodman
Posts: 3192
 Tim Rodman
Admin
May 8, 2019 10:05 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I haven't done it, but I would probably start with a Generic Inquiry just because Report Designer is a lot more time-consuming to work with. You could either do one Generic Inquiry with a Pivot Table for the drilldown or multiple Generic Inquiries aggregated differently and using the Navigation feature to accomplish drill down / drill up between them.

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Harsha Sarjapur
Posts: 55
 Harsha Sarjapur
Topic starter
May 9, 2019 4:23 pm
(@infosourcing)
Trusted Member
Joined: 5 years ago

I agree, client is on Ver 6 so decided to do report but unable to do drill down concept yet .... I tried using GI even if it opens new tab that's still ok i guess but I have a problem now how do you pass parameters. I'm accepting From and To period on GI-1 it needs to pass those dates along with what I clicked "Company" which forms the parameter for 2nd GI and then continue to pass to GI-3 ... 

Have you been able to pass the dates from "form filter" to another GI as parameter?

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Tim Rodman
Posts: 3192
 Tim Rodman
Admin
May 31, 2019 8:18 pm
(@timrodman)
Famed Member
Joined: 10 years ago

It should just be a matter of populating the NAVIGATION tab on the Generic Inquiry (SM208000) screen, then selecting that navigation entry in the Navigate To column on the RESULTS GRID tab. Is that not working?

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