Reports: General Information

In the following sections, you’ll find information about typical MYOB Acumatica reports and report parameters.

Learning Objectives

In this chapter, you’ll learn how to do the following:

Identify the basic elements of a report form
Specify report parameters and generate a report
Create a report template
Share your report template
Set up an ad hoc filter for a report
Print a report
Export a report to Excel

Applicable Scenarios

You learn about MYOB Acumatica reports if you need to quickly obtain the required data from the system in a user-friendly, easy-to-grasp format in order to view and analyze this data. You can tailor the data in both data selection and format, and it’s easy to share key information with your colleagues or external organizations.

Acumatica ERP Reports

MYOB Acumatica reports are designed to give you a real-time view of your work, and you can adjust the report parameters to meet your specific information needs. You can drill down to the level of detail that you need or explore different report elements.

You can generate the following types of reports:

Standard reports, such as Shipment Summary (SO620500), Sales Order Details by Customer (SO611000), and Daily Sales Profitability (AR676000).
Printed forms, such as Sales Order (SO641010), Pick List (SO644000), and Shipment Confirmation (SO642000).
Analytical reports, such as Balance Sheet (GL634000). For details, see Managing Analytical Reports.

You can also use inquiry forms for building reports, such as the Leads BI (CR3010BI) or Cases BI (CR3060BI) form. For details, see Managing Generic Inquiries.

You run a report by accepting or modifying the report parameters and clicking the Run Report button on the report form toolbar. In most reports, you can select the format of the report (detailed or summary), specify the dates to be included in the report, select your company or company–branch combination, and specify other parameters that determine the data to be included in the report, such as the specific warehouse.

When you have generated a report, you can do any of the following:

Print the report, if printing settings are configured for MYOB Acumatica, or save a copy of the report as a PDF file.
Send the report by email. If email settings are configured for MYOB Acumatica, you can send a report to your colleagues or interested parties outside your organization.
Export the report to an Excel spreadsheet or a PDF file.
Save your report parameters in a template that you can reuse. You can designate the template as your default for the particular report, which means that every time you open the report form, it opens with the parameters that you’ve specified for the template.
Share your report template with other users, if the selected parameters may be used frequently to meet users’ needs for information.
Make changes to the report parameters and rerun the report if your initial parameters did not provide the needed information or you want a different picture of the data (such as a different report format).

Basic Elements of the Report Form

Below you can see the basic elements of an MYOB Acumatica report form.

The report form toolbar and More menu with the following elements:
- The Run Report button, which you use to run the report.
- The Parameters button, which you use to switch between the report parameters and the report after it has been run.
- Commands that you use to save the report parameters as a template, edit or remove the current template.
- The Template area, where you can select an existing template.
The tabs of the report form.
The Tab area, which shows the elements of the selected tab.

Important: Switching reports to the Modern UI will be available in a future release.

Sorting in Reports

When you are specifying the parameters of the report, you can specify sorting conditions for the report data on the Sorting & Filtering tab of the report form.

Ad Hoc Filters

You configure ad hoc filters on the Sorting & Filtering tab (Filtering section) of report forms, shown below, to fine-tune the basic report parameters. You can’t save these filters directly and reuse them later. However, you can set up and save report templates that contain the filtering and sorting settings you use for an ad hoc filter.

For more information about using ad hoc filters, see Reports.