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Hi Everyone,
My company is new to Acumatica (April 2020). One thing I was disappointed about was to lack of "out of the box" printed reports for things like Sales Orders or Purchase Orders. So I'm having my VAR make edits to the existing reports to get us started.
I'm wondering what others have done with the reports to suit their needs. I'm sure the possibilities are endless. Maybe others can show some screenshots of the printed reports they use for Sales orders (Sales Invoices) / Shipping Confirmations (packing slips) / Purchase Orders, etc. I'm looking for some inspiration I guess.
I'm not a database guy, I have general technical knowledge so I'm not sure editing or creating reports is something I can do for myself. I did download the Report Designer and it looks daunting to me, a little more involved than "drag & drop".
Thank you,
Matt
Hi Matt,
The report designer is the only desktop app you would use, if you want to edit existing report it's easy however if your starting a new report from scratch then it's heavy lift, so my suggestion if your on latest version then always create a generic inquiry of what data you want to pull from different tables so it has all the relationship links and you see the data you want.
Once the GI is done then it has ability to export that GI to report format that way you have all the database connectivity figured out and it's matter of drag and drop fields to designer ... of course if your report has summation or grouping then you need to add those toppings later to your pizza base ...
Hope this helps....
Report Designer is not an easy tool, however great things can be made once you get a hold of it!! I am sharing with you samples from reports I built for our company. Everybody loves them! This is how our current Pick List, POs, SOs and Quotes look:
@gustavo-carrasquillo Wow! Those reports look excellent, nice work! Thank you for sharing.
@gustavo-carrasquillo thanks for sharing. I created our forms and was wondering how you were able to add the watermark to your forms. I think that looks great plus would like to do that on our estimates or quotes. Thanks in advance.
@avaladez - https://www.augforums.com/forums/acumatica-report-designer/adding-a-watermark/
I'm also amazed with those documents! Great work Gustavo!
@avaladez the watermark is embedded as a back image. If your report is 8 1/2 x 11 paper, you should measure exactly where you want it to be, create the back image (.jpg or .png) and then upload it to Report Designer. Hope this helps!
@gustavo-carrasquillo Great work these look amazing! How did you get the black shadow to appear behind the red?
Thanks to all for your feedback! I'm glad you liked them.