We haven't been able to do this. We create secondary local accounts for people who want to refresh GI results in Excel.

@agupta You're welcome! Though I can only take credit for pointing you to someone else's solution 😀

Hi Amit, I've used the solution of joining a table to itself to get the latest record as shown in this Acumatica community post -/p> I didn't full...

Hi Daniel, If you force the month to be 2 digits (characters, actually), then the pivot will sort them the way you want. This expression to set the ...

Hi Andrea, You can use the "InStr()" function to find strings within strings. It returns the position within the source string where the string to f...

Hi Jeff, I use JAMIS Prime (built on Acumatica) so this may be a little different but here is what works for us. We convert each purchase one at a t...

Because it's a recent development, there must be some new data value throwing things off. Good luck!

Hmm... Are both columns actually numeric? I'd check the DAC to be sure, though it may be obvious if they are actually dollar amount fields. What hap...

Hi, Patrick - It looks like there may be no value in C when you get the message. Check whether some new data has a missing value in that column/fiel...

You can use @MonthStart and @MonthEnd, which are relative to the current day. To get Feb 1 - Mar 31 during May, you'd use @MonthStart-3 to @MonthEnd-...

@famousmortimer Thank you! The "Famous" in your name will surely work in my favor when I pass this along to my boss 😀 And FWIW, I agree that not being...

My solution would be to make a saved filter tab on the results screen that is shared and set to be the default.

My job title is Systems Analyst and I used to be a software developer, but now I support JAMIS Prime ERP (Acumatica with government contracting-specif...

My test case is super simple so it may still not solve your problem, but I was able to use MAX() in a parameter to the DateDiff() function with expect...

What if you group orders by customer and then use MAX(OrderDate)?

I set up a GI on ARTran with the same parameters you show and both @MonthStart and @PeriodStart work without error. Perhaps further usage of the para...

Hi, Netesh. We use =Report.GetDefUI('AccessInfo.DisplayName') in a text box for the username of the logged-in user running the report. I assume ther...

Try this is the new column: =Count(SalesOrders)/Count(InventoryID)

The DAC that defaults to an alias of SOOrder in my system doesn't have a field named AddressShipmentType. There is [SOOrder.ShipAddressID] which I as...

My first inclination would be to link the table that has the lookup values for that field and then display the full name/description from there but I ...

Hi Geremy, Tim wrote a post with detailed instructions to format your report for Excel here -/p> Sometimes the automatic Excel formatting is fine but ...

I use @Me on the UserId field.