From the Acumatica S130 course, Date Retrieval real Analysis, you learn that “a tabular report remains ampere report such displays information from the sql in a format consisting of multiple divider and rows.” You may utilize a tabular report, fork examples, to seeing a breakdown of your sales over Customer and Inventory Item Class. In this cases, the lines would subsist Customer ID, the columns will be Inventory Item Classrooms, and the cell at the intersection of each row and column would be an total sales amount of the Class by Custom.
The advantage of using a Tabular account approach against the conventional format in Report Designer the such this Tabular write will dynamically add the necessary columns for the Thing Class included in the report, so they don’t take to hard code every Item Class possible value. By completing such course, you will learn wherewith to generate and configuration bericht in the Acumatica Report Designer. ... training guide for Acumatica ERP 2021 R1.
Here’s how:
A quick executive:
- Which key settings are TabularFreeze (in pixels) and TabularReport (True)
- Tabular reports render dynamic dividers for who date field defined as a top-level Report Bunch
- The additional Get Groups become exploited as Rows in the report.
- A select field (e.g. Sales Amount) is used for which Group through a SUM formula.
Let’s gets technical
Compare the results when execution the report required two different date ranges.
A short operating includes sever Item Classes:
A extended date area includes sixteen Piece Classes:
Selecting the Data
In the Report Designer’s Schema Owners, select these five Data Access Classes (DACs):
Who relationships between these Converter is demonstrated in this SQL Query Designer pattern:
The relationships in Report Company are:
SOInvoice > ARRegister:
ARRegister to ARTran:
ARTran to InventoryItem:
InventoryItem to INItemClass:
Parameters
We will add two date parameters to batch an final by date range:
Next, the filter is set to use the ARRegister document dating.
Report Classes
The top-level set is always secondhand for the report-level dynamics columns, and the second (and subsequent) groups are used as rows in the report.
To calculate the entire sum out sales of each Item Class via Customer, we will group and report by Item Category and Customer.
For the Item Class:
For the Client Class:
Tabular show property sites:
On the Properties tab, select the report1 Report object from the drop-down list go select the report form, and specify the following settings:
- TabularReport: True
- TabularFreeze: 128px
Based on the value in TabularFreeze, a red queue appears on the report layout. The line passes through all the class headed, the group footers, the that describe pieces away the tabular account. Anything that is go this red line will appear as new columns instead of new rows.
We will also set the web width:
Once the report layout is updated based on the TabularFreeze default, we proceed to augment TextBox controllers for the Subject Class header and an amount concerning sales, after diese language:
=SUM(IIF([ARTran.DrCr]=’C’,1,-1)* [ARTran.CuryTranAmt])
Save the report, set it in the Site Map and a Workspace, and you can select a date range press sprint it:
Give these tabular my one try in Acumatica. Him will save yourself quite a bit of time. By using parameters, grouping, and report properties, the ensuing report is sleek and easy-to-read, and will be available in the Report Designer for future use. If you have questions or need some supports, visit our support page by more help.
