Last week we covered how to login to Acumatica Report Designer (click here) so you can retrieve a report directly from the Acumatica ERP application.
This week we’ll cover how to build a simple report from scratch that will display the list of our customers and run it from the Acumatica application.
Step 1: Open the Acumatica Report Designer application
After it opens, you should see a blank page like this.
Go outside and take a breath of fresh air. Here you are, staring at a blank canvas with infinite possibilities. Building a report is an art and the report designer program is your canvas. Feel free to think of yourself as an artist. You might even want to go out and buy a beret so you can look like an artist like this guy here:
Step 2: Build the schema
In order to build a report, you need to connect to the Acumatica data objects by going to File –> Build schema… on the menu.
Use the same URL and login credentials that you used last week to connect to an existing report. After you enter the information, click the Load schema button and you should see something like this:
Note: The @Demo in the screenshot above is only needed if you have multiple companies. In my screenshot above, admin is the user and Demo is the company. If there was only one company, I would only have had to put admin, not admin@Demo.
The items listed on the left-hand side are called Data Access Classes (DAC). You can choose more than one to combine them in your report, but for the purposes of our simple customer list example, let’s just choose one. Click the BAccount DAC, click the arrow icon to select it, and then move to the Filters tab on the top.
Now we need to filter the DAC. Because BAccount has more than just customers in it, we need to add a filter so that our report will only return customers. We can do this by filtering to only show records where Type equals “CU”. After filling out the fields, click the OK button.
Step 3: Add fields to the report
Now that we are done building the schema, we can add our fields to the report. For our example, we’ll just grab one field, AcctName and add it to the report. Just click the Fields tab on the right-hand side and then drag the AcctName field onto the detailSection1 area of the report.
After you drag the field to the detailSection1 area of the report, shrink the section so it looks something like this:
Step 4: Save the report into Acumatica
Use the File –> Save To Server… option to save the report into the server:
Pick a unique report name like MyFirstTestReport.rpx and click the OK button.
Step 5: Add the report to the Acumatica menu
I’m going to add it to the Audit folder in the Accounts Receivable module and use a ScreenID that hasn’t been used yet like this:
Step 6: Run the report
Find the report on the menu and click the Run Report button:
And, voila, there’s your first report in Acumatica Report Designer:
Here’s a quick video version of this post: