Report designer of Acumatica

Hello everybody.


Developing on Acumatica can involve various tasks such as customizing existing features, creating new modules or integrations, and building custom reports. Today, I want to show you how to create your own report and add a field to it using the Report Designer.

First of all, when you installing the Acumatica ERP Installer wizard, you must select the "Install Report Designer" checkbox, which is empty by default. After installation, launch the instance and Report Designer. This is what it looks like

Then you need to load the database by pressing the F3 button or click File -> Build schema. In the Enter Web Service URL to Load WSDL Document box, enter URL of your Acumatica ERP website, in Password box -> your password, and in the Login box-> your login, if you have a few companies you need to specify it after “@” like this login@company. After that press Load schema button you need to determine which field you want to add and which table it belongs with help of Inspect Element. For instance I want to add field OrderNbr of SOOrder DAC.
Search for the SOOrder table and click “>" and “OK”.

Now that we have built the scheme, we can add fields. Click Fields and drag the required field to one of the sections.

Save the report by pressing a combination of buttons “Ctrl + R”or clicking “File  -> Save To Server”. Name our report and click “OK”.

Now we need to add our report to Acumatica menu on “Site Map” form.

Add new row: choose ScreenID that hasn’t been used before. Then enter Title, URL, Workspace and Category.

Find our report and run it by clicking “RUN REPORT”.

And Voila, there’s our report.

Summary

The article explains how to create a custom report and add a field to it using the Report Designer in Acumatica. The first step is to install the Acumatica ERP Installer wizard and select the "Install Report Designer" checkbox. Then, the user needs to load the database by entering the URL of their Acumatica ERP website, their login, and password, and clicking the "Load schema" button. After that, the user can add fields by clicking "Fields" and dragging the required field to one of the sections. The report can be saved by pressing "Ctrl + R" or clicking "File -> Save To Server". Finally, the report can be added to the Acumatica menu on the "Site Map" form and run by clicking "RUN REPORT".

 

 

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