We ended up doing a customization which made a 2nd call to Avalara to get the tax by line items. We stored these into a custom table and modified the ...

@shawn-slavin - This was for version 6.1. We have since migrated them to 2018R1. The problem still exists, if they are a tenant in the installation a...

Tim, I like this dashboard concept and I think you came up with a very good example! Regards, Lloyd

Tim - that worked, though I'm not sure why I was getting 0's before. I must have had something else entered.

Tim, That's correct. Lloyd

So still following the rolling 12 months, we have a request where the user enters a starting period and the report would return 1 column for each loca...

Tim, So it turned out that the user had security for the sub-accounts but not the accounts. Thanks, Lloyd

So, sometimes we over think the issue. I was able to accomplish this because of Acumatica help. It's almost too easy that I hate to show it but that...

Michael, My data source is set up as follows and you can't enter a - in the Account Class field. Regards, Lloyd

The pivot table is one site map, but the users were looking for a graph. I agree about the pivot tables handling information better.

Not quite that in the format that you were showing. The comparative is more like the pivot table results where the same period is being reporte...