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Acumatica Report Designer
Last Post by Jake Hickey 7 years ago
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Jake Hickey
Posts: 38
 Jake Hickey
Topic starter
July 25, 2019 8:47 am
(@jake-hickey)
Trusted Member
Joined: 8 years ago

I am attempting to make a report that outlines some statistics of our office. Ideally it would show the count of Journal Entries and Purchase Orders, as well as Accounts Payable transactions and Accounts Receivable transaction both categorized by document type. I'm not sure if this is possible since all of these data tables may not relate together, but I was wondering if there was a way to work around the relations.

If anyone has any knowledge on this that would be very helpful!

Here's a better visual of what I am going for 

 

Purchasing:
             Purchase Orders: #,###

Accounts Payable:
             Bills: #,###
             Debit Memos: #,### 
             Credit Memos: #,###
             Total: #,###

Etc.


3 Replies
Ellie
Posts: 129
 Ellie
July 25, 2019 9:14 am
(@ellie)
Estimable Member
Joined: 6 years ago

If you can't figure out the joins, you can always use subreports to get non-joined data. 


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
August 4, 2019 6:43 pm
(@timrodman)
Famed Member
Joined: 11 years ago

I agree with Ellie, Subreports are the way to go for this. Do a separate Subreport for each KPI, then do a Main report that pulls all of the Subreports together.

By the way, this is the kind of thing that Power BI is good at because it can do the joins between different kinds of data sets using a Star schema composed of Dimension and Fact tables.


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Jake Hickey
 Jake Hickey
(@jake-hickey)
Joined: 8 years ago

Trusted Member
Posts: 38
August 6, 2019 10:01 am
Reply toTim RodmanTim Rodman

Thanks for the help!


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Tim Rodman reacted
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