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Acumatica Report Designer Guide

This part of the guide provides information on how to create report forms and printed pages by using the Acumatica Report Designer tool.

Back to TopIn This Chapter

  • Getting Started with the Report Designer
    • The Acumatica Report Designer is a standalone application that you use to create, edit, and save reports, thus extending the list of standard reports provided with Acumatica ERP. When the standard reports do not include the needed data, or when their look and layout doesn't meet your needs, you can design a report.
  • Creating a Report
    • By using the Acumatica Report Designer, you can create a report that is customized to the needs of its users. The creation of a report consists of number of stages.
  • Filling a Report with Content
    • A report includes a set of elements to display its contents. When you design a report, you place an element in the report and then specify the properties of this element.
  • Using Variables and Expressions
    • Before displaying a data in a report, you can process this data by using expressions with operations, functions, and variables.
  • Using Parameters and Filters
    • In the topics of this chapter, you will learn how to define parameters and filters to limit the data to be displayed in a report.
  • Sorting and Grouping Data
    • You can divide report data into groups and specify the sort order for each group, which determines how the data will be displayed. You can also specify sorting criteria for the report as a whole. In the topics of this chapter, you will learn how to specify the sorting and grouping of data in a report.
  • Modifying the Report Style
    • You may need to change, for example, a color or a font of some elements in a report, or develop a style to be used for the reports for your company.
  • Developing Tabular Reports
    • In Acumatica Report Designer, you can develop tabular reports that look similar to spreadsheets.
  • Exporting Reports
    • In the topics of this chapter, you will learn about the formats of files to which reports can be exported. You will also learn how to specify the settings to be used for exporting reports.
  • Localizing Reports
    • Users can make the best use of reports when the reports are generated in the language with which they are most familiar. In the topics of this chapter, you will learn how to provide users with localized reports in the language the user selected while signing in to Acumatica ERP.