Acumatica is a powerful cloud-based ERP system known for its flexibility and extensibility. It allows businesses to tailor the software to their unique needs through a variety of customization options. One of the most versatile tools at your disposal is the Acumatica Reports. In this blog post, we will take you through the process of creating and using a Reports in Acumatica using the Report Designer.
Acumatica’s powerful ERP platform offers a wide range of tools to help businesses manage and analyze their data effectively. One such tool is the Export as Report action feature within Generic Inquiry (GI). In this blog post, we’ll explore how this feature empowers users to streamline their data analysis workflows and generate insightful reports directly from their Acumatica data.
Before diving into the Export as Report action, let’s take a moment to understand what Generic Inquiries are and how they fit into the Acumatica ecosystem. Generic Inquiries are flexible query tools that allow users to retrieve and analyze data from various modules within Acumatica. With GIs, users can create custom data views, apply filters and conditions, and display results in grids or charts. While GIs enable users to export data to Excel files, there are instances where clients require data in specific formats, such as PDFs. This is where the Export as Report action comes into play.
Step-by-Step Guide to Using Export as Report Action:
Let’s walk through the process of configuring and using the Export as Report action within an Acumatica Generic Inquiry:
1. Navigate to the Generic Inquiry screen in Acumatica.
2. Open an existing GI or create a new one based on your data requirements.
3. Select the Export as Report action from the list of available actions.
4. Open the exported report file on Report Designer and save it to the server with any name we are using same name here.
4. Configure the report layout, including headers, footers, and column formatting.
5. Add Site Map with report name and review the report and parameters.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.