Introduction
Acumatica provides powerful reporting tools for generating financial statements, operational reports, and analytical dashboards. This guide covers advanced reporting capabilities that enable organizations to extract meaningful insights from their data.
Whether you're a financial analyst, ERP administrator, or developer, mastering these reporting tools will help you make better-informed business decisions and improve operational efficiency.
What You'll Learn
- ✓ How to use Acumatica Report Designer effectively
- ✓ Creating custom financial reports
- ✓ Setting up drill-down reports
- ✓ Automating report generation and distribution
Report Designer
The Report Designer (SM205050) is Acumatica's primary tool for creating custom reports. It provides a drag-and-drop interface for designing reports without writing code.
Creating Reports
// Report Designer (SM205050)
1. Create new report
2. Define data sources
3. Add fields and calculations
4. Format layout
5. Save and testReport Elements
Financial Reports
Acumatica's financial reporting capabilities provide comprehensive tools for generating standard accounting reports and custom financial statements.
Standard Reports
Snapshot of assets, liabilities, equity
Revenue and expenses over period
Cash inflows and outflows
All account balances
Custom Financial Reports
// Create Custom Financial Report
1. Use Report Designer
2. Select GL tables
3. Add account ranges
4. Include dimensions
5. Add subtotals and totalsDrill-Down Reports
Drill-down reports allow users to navigate from summary data to detailed transactions, providing complete visibility into financial data.
Drill-Down Flow
- 1 Click on summary amount in report
- 2 View detailed transactions
- 3 Navigate to source documents
- 4 Return to original report
Setup Drill-Down
// Configure Drill-Down Reports
1. Define drill-down links in Report Designer
2. Set target screens for navigation
3. Map parameters between reports
4. Test navigation flowReport Scheduling
Automate report generation and distribution using Acumatica's report scheduling capabilities (SM205060).
Schedule Configuration
// Schedule Reports (SM205060)
1. Select report to schedule
2. Set parameters and filters
3. Define schedule: Daily | Weekly | Monthly
4. Configure delivery: Email | File exportDistribution Options
Send reports directly to users
PDF, Excel, CSV formats
Analytics
Enhance your reporting with advanced analytics and business intelligence integrations.
Power BI Integration
// Acumatica + Power BI Integration
1. Use OData endpoint for data export
2. Connect Power BI to Acumatica
3. Build custom dashboards
4. Publish and share reports