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Importing Historical Data into Acumatica – With a Cool Twist

October 24, 2017 by Tim Rodman

When Importing Historical Data into Acumatica, you might also want to attach documents (like scanned AP Bill images) to the records. Here's how to do it. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reports, Acumatica Training, Generic Inquiry, Historical Data, Importing Historical Data

Initial Query Quarry Idea Killed by Acumatica 2017 R2 Out-of-the-Box Generic Inquiries

September 28, 2017 by Tim Rodman

The death of my initial Query Quarry idea is a good thing. The new Query Quarry direction is exclusively a Generic Inquiry Data Warehouse for Power BI. … [Read more...]

Filed Under: Query Quarry Tagged With: Acumatica, Acumatica 2017 R2, Acumatica Blog, Acumatica Learning, Acumatica Reporting, Acumatica Reports, Acumatica Training, Generic Inquiry, Power BI

How Dashboards Work in Acumatica

September 27, 2016 by Tim Rodman

Creating Dashboards in Acumatica can seem tricky at first. Hopefully this post will help to remove some of the fear and mystery surrounding how they work. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica 6, Acumatica Blog, Acumatica Charts, Acumatica Dashboards, Acumatica KPI Widget, Acumatica Learning, Acumatica Line Charts, Acumatica Training, Acumatica Widgets, Dashboards, Embedding Power BI, ERP, Generic Inquiry, Personal Dashboards, Power BI Dashboard Widget, Shared Dashboards

Pivot Tables in Acumatica 6

July 26, 2016 by Tim Rodman

Here is my introduction to Pivot Tables in Acumatica 6. A popular tool for Excel Professionals, Pivot Tables are now available within Acumatica. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica 6, Acumatica Blog, Acumatica Learning, Acumatica Training, ERP, Generic Inquiry, Grouping, Pivot Tables, Sorting on Totals

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Building Generic Inquiries & Pivot Tables

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Recent Blog Posts

  • EP 161: Arline Welty – Evaluate Acumatica with YOUR DATA before you buy (Podcast) January 12, 2026
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Recent Forum Posts

  • Brynn Rutherford

    Can't export GI's to excel that contain the FATrans DAC after upgrade to 2025 R1 in less than 25 min

    Hi, We have a Fixed Asset Generic Inquiry that combin...

    By Brynn Rutherford , 3 days ago

  • Lunar Windbloom

    RE: Feeling Stuck on Making a Sandbox of our Database

    @timrodman @toonsix Thank you! I need to figure out why...

    By Lunar Windbloom , 1 week ago

  • Tim Rodman

    RE: Attribute Input Mask

    Regular Expressions are a standard Linux thing and you ...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Feeling Stuck on Making a Sandbox of our Database

    Ya, if you can't get the size down by deleting the snap...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: What Triggers a Customization to need a Restart?

    @tlaird self-hosting totally makes sense to me for peop...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    It's not really an Acumatica problem huh; it's a math p...

    By Tim Rodman , 1 month ago

  • Rob Neal

    Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    We have a customer with a modified SO invoice form that...

    By Rob Neal , 1 month ago

  • Tim Rodman

    RE: Generic inquiry with information from Audit history(CT301000)

    @graemelm Just pulled it in as a Custom DAC fed by the ...

    By Tim Rodman , 2 months ago

  • Tim Rodman

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @astra-mathis thank you for the detailed instructions. ...

    By Tim Rodman , 2 months ago

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