Reporting Tools Guide

version: 2026 R2

Overview of Reporting
Working with Reports
Reports: General Information
Reports: Process Activity
Reports: To Create, Remove, and Schedule a Report Template
Managing Generic Inquiries
Discovering DACs
DAC Discovery: General Information
DAC Discovery: To Inspect UI Elements
Copying a Predefined Inquiry
Modification of a Predefined Inquiry: General Information
Modification of a Predefined Inquiry: To Copy an Existing Generic Inquiry
Modifying Inquiry Results
Modification of Inquiry Results: General Information
Modification of Inquiry Results: The Number of Records Shown
Modification of Inquiry Results: Attachments to Generic Inquiry Rows
Modification of Inquiry Results: Including Deleted Records
Modification of Inquiry Results: To Include an Additional Output Field
Applying Sorting and Grouping
Sorting and Grouping: General Information
Sorting and Grouping: To Group and Sort Inquiry Data
Using Conditions and Parameters
Conditions and Parameters: General Information
Conditions and Parameters: Condition Configuration
Conditions and Parameters: Parameter Configuration
Conditions and Parameters: To Add a Date Condition
Conditions and Parameters: To Add Period-Range Parameters to the Selection Area
Conditions and Parameters: To Add a Field Parameter to the Selection Area
Using Formulas
Formulas in Inquiry Results: General Information
Formulas in Inquiry Results: To Highlight Row with Color
Formulas in Inquiry Results: To Concatenate Strings
Enabling Navigation
Navigation Configuration: General Information
Navigation Configuration: Side Panel
Navigation Configuration: To Configure the Side Panel
Navigation Configuration: To Specify Visibility Conditions for a Side Panel
Navigation Configuration: To Configure Navigation to an External URI
Making a Generic Inquiry a Substitute Form
Generic Inquiry as a Substitute Form: General Information
Generic Inquiry as a Substitute Form: To Configure an Inquiry as an Entry Point
Generic Inquiry as a Substitute Form: To Suspend the Replacement of a Primary Form
Transferring an Inquiry
Inquiry Transfer: General Information
Inquiry Transfer: To Export and Import an Existing Inquiry as XML File
Creating a Generic Inquiry
Creation of a Generic Inquiry: General Information
Creation of a Generic Inquiry: To Create an Inquiry Based on One DAC
Using Generic Inquiry Query Language (GIQL)
GIQL: General Information
GIQL: Defining Parameters
Getting Data from Multiple Data Sources
Data from Multiple Data Sources: General Information
Data from Multiple Data Sources: Use of Related Tables Dialog Box
Data from Multiple Data Sources: Use of Generic Inquiry as Data Source
Data from Multiple Data Sources: DAC Schema Browser
Data from Multiple Data Sources: Discovery of Key Fields
Data from Multiple Data Sources: To Create an Inquiry with Two Tables
Exposing Inquiry Results by Using OData
Generic Inquiries and OData: General Information
Generic Inquiries and OData: Preparation of an Inquiry for Exposure
Generic Inquiries and OData: To Expose Inquiry Results Through OData
Accessing the Exposed Inquiry Results Through OData
Generic Inquiry Access Through OData: General Information
Generic Inquiry Access Through OData: Data Retrieval
Generic Inquiry Access Through OData: Connecting to Acumatica ERP from Power BI
Generic Inquiry Access Through OData: To Access an Exposed Inquiry in Microsoft Excel
To Configure CORS
Generic Inquiry Access Through OData: To Sign In to Acumatica ERP and Retrieve the Metadata
Generic Inquiry Access Through OData: To Retrieve Data by Using a Custom Generic Inquiry
Generic Inquiry Access Through OData: To Retrieve Data by Using a Generic Inquiry with Parameters
Generic Inquiry Access Through OData: To Filter the Results of a Generic Inquiry
Managing Access Rights To Generic Inquiries
Access Rights to Generic Inquiries: General Information
Access Rights to Generic Inquiries: To Define Access Rights to a Generic Inquiry
Access Rights to Generic Inquiries: To Configure Access Rights to the Export to Excel Action of a Generic Inquiry
Including Generic Inquiries in a Customization Project
Generic Inquiries in a Customization Project: General Information
Generic Inquiries in a Customization Project: To Include Generic Inquiries in a Customization Project
Generic Inquiries in a Customization Project: Limiting the DACs Available for Generic Inquiries
Detecting Anomalies in Generic Inquiries
Anomaly Detection: General Information
Anomaly Detection: Process Activity
Exposing Generic Inquiries to AI Assistant
Exposing Generic Inquiries to AI Assistant: General Information
Accessing DACs Through OData
DAC-Based OData: General Information
DAC-Based OData: Basic Data Retrieval
DAC-Based OData: Filtering Records
DAC-Based OData: Retrieving Related Data
DAC-Based OData: Retrieving Localized and Custom Fields
DAC-Based OData: Retrieving Archived and Removed Records
DAC-Based OData: To Sign In to Acumatica ERP and Retrieve the Metadata
DAC-Based OData: To Retrieve Data by Using the $expand and $select Parameters
DAC-Based OData: To Retrieve Data by Using the $expand, $select, and $filter Parameters
DAC-Based OData: To Filter the Requested Data
Managing Advanced Filters
Advanced Filters: General Information
Advanced Filters: To Create Advanced Shared Filters
Advanced Filters: To Remove an Advanced Filter
Advanced Filters: To Modify an Advanced Shared Filter
Advanced Filters: To Create a Personal Filter Based on a Shared Filter
Managing Inquiry Result Data Views
Data Views: General Information
Data Views: Creating and Configuring Pivot Tables
Data Views: Creating and Configuring Grouped Tables
Data Views: Format Options for Fields
Data Views: To Create and Configure a Pivot Table View
Data Views: To Create and Configure a Grouped Table View
Data Views: To Delete a Data View
Designing Dashboard Contents
Dashboard Design: General Information
Dashboard Design: Widget Arrangement
Dashboard Design: User Operations with Data
Dashboard Design: To Modify a Dashboard
Dashboard Design: Dashboard Reference
Dashboard Design: Widget Toolbar Reference
Administering Dashboards
Dashboards: General Information
Dashboards: Access Rights
Dashboards: Widget Location Within a Working Area
Dashboards: To Add a Dashboard
Configuring Widgets
Widget Settings: General Information
Widget Settings: To Change a Widget's Title and Caching Settings
Specific Widgets: Data Filtering
Specific Widgets: To Filter Widget Data
Specific Widgets: Header Widgets
Specific Widgets: Table Widgets
Specific Widgets: Link Widgets
Specific Widgets: Embedded Page Widgets
Specific Widgets: To Add Link, Table, and Embedded Page Widgets
Specific Widgets: KPI Widgets: Scorecard, Meter, and Trend Card
Specific Widgets: To Add KPI Widgets
Specific Widgets: Chart Widgets
Specific Widgets: To Add Chart Widgets
Specific Widgets: Wiki Page Widgets
Specific Widgets: To Add a Wiki Page Widget
Specific Widgets: Power BI Tile Widgets
Specific Widgets: To Register Your Acumatica ERP Instance for Power BI
Specific Widgets: To Add a Power BI Tile Widget
Specific Widgets: Widget Reference
Add Widget Dialog Box for Chart Widgets
Add Widget Dialog Box for Data Table Widgets
Add Widget Dialog Box for Embedded Page Widgets
Add Widget Dialog Box for Header Widgets
Add Widget Dialog Box for Key Performance Indicator (KPI) Widgets
Add Widget Dialog Box for Link Widgets
Add Widget Dialog Box for Pivot Table Widgets
Add Widget Dialog Box for Power BI Tile Widgets
Add Widget Dialog Box for Trend Card KPI Widgets
Add Widget Dialog Box for Wiki Page Widgets
Working with AI Assistant
Working with AI Assistant: General Information
Managing Power BI Integration
Integration with External Applications
To Integrate an External Application
To Add an Integrated External Application Resource to Acumatica Site Map
Managing Analytical Reports
Analytical Report Manager
Report Structure Design
Row Sets
Column Sets
Unit Sets
Data Source
Formulas
Best Practices
To Add a Report Title
To Add a Title for a Report Section
To Create, Modify, or Delete a Row Set
To Define the Rows of the Row Set
To Create, Modify, or Delete a Column Set
To Define the Columns of the Column Set
To Create, Modify, or Delete a Unit Set
To Define the Units to Be Included in the Unit Set
To Select the Data Source of a Row, Column, or Unit
To Publish the Analytical Report
Example: Designing an Analytical Report
ARM Reference
Cell Formatting
Formula Functions
Formula Operators
Formula Parameters
Printing Style
Using InsightXL to Work with ARM Reports in Excel
InsightXL: General Information
InsightXL: Installing the Excel Add-In
InsightXL: Using the Excel Add-In
InsightXL: Function Reference
Acumatica Report Designer
Getting Started with the Report Designer
Report Designer: General Information
Report Designer: To Install the Acumatica Report Designer
Creating a Report
Report Creation: General Information
Report Creation: Modification of an Existing Report
Report Creation: Report Sections
Report Creation: Update of the Database Schema for Reports
Report Creation: To Copy an Existing Report
Report Creation: To Create a Report Based on One DAC
Filling a Report with Content
Report Content: General Information
Report Content: To Add QR Codes to a Report
Report Content: To Embed an Image in a Report
Using Variables and Expressions
Variables and Expressions: General Information
Variables and Expressions: Functions in Expressions
Variables and Expressions: Expression Editor
Variables and Expressions: Data Formats of Values
Variables and Expressions: To Add a Variable and an Expression
Using Parameters and Filters
Parameters and Filters: General Information
Parameters and Filters: To Define a Parameter and a Filter
Sorting and Grouping Data
Data Sorting and Grouping: General Information
Data Sorting and Grouping: To Specify a Data Group in a Report
Data Sorting and Grouping: To Specify Sorting Conditions
Modifying the Report Style
Report Style: General Information
Report Style: To Create and Apply a Style Template
Developing Tabular Reports
Tabular Reports: General Information
Tabular Reports: To Create a Tabular Report
Exporting Reports
Report Export: General Information
Report Export: To Export a Report as an XLS file
Localizing Reports
Report Localization: General Information
Report Localization: To Localize a Report

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