This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Transactions for Period (GL633000) report in Acumatica allows you to look at each General Ledger account and see all the individual Journal Transactions that posted to a financial period range that you get to specify. You get to see all the journal entry batches that were posted during the period range so you can easily explore the detailed general ledger … [Read more...]
Acumatica Report Reviews: Trial Balance Detailed
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Trial Balance Detailed (GL632500) report in Acumatica is very similar to the Trial Balance Summary report that we looked at last week (click here), but with one additional column added. The main difference is that the Trial Balance Detailed report shows a separate row for each Account/Subaccount combination whereas the Trial Balance Summary report only shows … [Read more...]
Acumatica Reporting Spotlight: Trial Balance Summary
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Trial Balance Summary (GL632000) report in Acumatica lets you view your Balance Sheet for a financial period of your choice. A Balance Sheet, or Trial Balance, is a very common report in an accounting system. You see the balance at the beginning of the period, any debits and credits that happened during the period, and finally the ending balance for the … [Read more...]
Acumatica Out of the Box Reports – Two Year Journey
UPDATE June 25th, 2015 - I have decided to stop this two year journey. For more on why, click here. I have decided to embark on what will likely be a two year journey to explore the out of the box reports in Acumatica. Each week I will post a review of one of the existing reports in Acumatica. This will be a long and sometimes tedious process, but I expect to learn a lot from it. … [Read more...]
Acumatica Report Designer – Report Versions
If you have had to manage an ERP system for a company, then you know how difficult it can be to keep track of your customized reports. While you are making changes to a report, you always think that you’ll remember what changes were being made and why. But as time rolls on, month after month, and year after year, the reports in your ERP system can become chaotic. When was that report changed last? Who requested the change? What changes were made? Was this report even customized or is it the … [Read more...]
Acumatica 5.0 Report Designer New Features
Have you been wondering if anything has changed with Acumatica Report Designer in Acumatica 5.0? Well, I have. So, I decided to install Report Designer 5.0 alongside Report Designer 4.2 to see if I could spot any differences. Then I opened them both next to each other: … [Read more...]
Acumatica .rps Versus .rpx File Types
If your user has the ReportDesigner role assigned to it, things can get a little confusing. First, check to see if you have the ReportDesigner role by going to Configuration –> User Security –> Manage –> Users (SM201010) and checking to see if the ReportDesigner role is checked like this: … [Read more...]
Building your first report in Acumatica Report Designer
Last week we covered how to login to Acumatica Report Designer (click here) so you can retrieve a report directly from the Acumatica ERP application. This week we’ll cover how to build a simple report from scratch that will display the list of our customers and run it from the Acumatica application. Step 1: Open the Acumatica Report Designer application After it opens, you should see a blank page like this. … [Read more...]
Logging in to Acumatica Report Designer
When I modify a report using the Acumatica Report Designer, I personally like to open the report directly from the server. Then I don’t have to download a copy and then upload my new version. However, when I first tried to use the File -> Open From Server… option, which looks like this: … [Read more...]
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