Passing values from the sub-report to the main report

Today, I want to tell you and demonstrate how to pass values from a subreport to the main report. We will be creating a simple report from scratch so that you can see each step and notice any potential pitfalls that you might encounter.

Description:

For example, we will create a new report named IQ000001.rpx. This will be our main report, where we will display the OrderNbr of Sales Orders pages. Additionally, for demonstration purposes, we will display the OrderQty of all SOLines in the same report and the CuryExtPrice in a separate subreport.

Implementation:

• let's create the report IQ000001.rpx.

We need to add the DAC that will be used.

Also create a relationship between the tables:

Then add the parameter by which we will display the Order we want to use.

Warning: I've set the Default Value to the OrderNbr that exists in my system. Please be attentive and replace it with your own number.

And finally, let's add a filter based on our parameter. I will hardcode the parameter for the sake of simplicity in this implementation.

Once the work with the Build Schema is complete, we should add the necessary fields to the layout. We will also add SubReports to the layout, but we will implement them a bit later. Then, we can save the report.

We can see the result using the designer.

If you're looking to enhance your Acumatica reports with customized features like passing values from subreports to the main report, you're in the right place! Now that you’ve seen how to create and implement reports like IQ000001.rpx, you may have unique requirements for your system or need adjustments to fit your business processes.

Our team specializes in Acumatica development and can help tailor reports and customizations exactly to your needs. Don’t hesitate to leave a request for a customization, and let’s make sure your Acumatica instance works exactly the way you want it to. Reach out today and let’s discuss your project!