Reports: Process Activity

In the following activity, you’ll practice generating some MYOB Acumatica reports to gain familiarity with the report parameters you can adjust to meet your needs.

Attention: This activity is based on the U100 dataset. If you are using another dataset or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid issues, restore the U100 dataset to its initial state.

Video Tutorial

This video shows you the general process but may contain less detail than the activity has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the steps of the activity. This video shows the Classic UI and may not match the system's current appearance.

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Story

Suppose that you are David Chubb, a new sales manager of the SweetLife Fruits & Jams company. It’s the end of January 2026, and you need to view the data about the inventory items that have been sold in January and the statuses of the sales orders that have been created for your customer, GoodFood One Restaurant.

Process Overview

In this activity, you’ll do the following:

  1. Run a report
  2. Change the report parameters and rerun the report
  3. Create a template for a report
  4. Define the template as your default for the report
  5. Share the report template with other users
  6. Configure an ad hoc filter for the report
  7. Print a report to a PDF file
  8. Export a report to an Excel spreadsheet

System Preparation

Before you start working with MYOB Acumatica reports, make sure that the following tasks have been performed:

  • You have installed an MYOB Acumatica instance with the U100 dataset, or a system administrator has performed this task for you.
  • You have signed in to MYOB Acumatica with the following credentials:
    • Username: chubb
    • Password: 123

    For details, see MYOB Acumatica Access: Process Activity.

  • The business date in your system is set to 1/30/2026. If a different date is displayed, click the Business Date menu button in the top pane of the MYOB Acumatica screen, and select 1/30/2026 in the calendar.

Step 1: Running a Report

Suppose that you need to find out sales profitability for stock items in January 2026. You’ll use the Sales Profitability by Item Class and Item (AR674000) report to view this information.

To run this report, do the following:

  1. On the main menu, click Sales Orders. The Sales Orders workspace opens.
  2. In the Reports category of the workspace, click Sales Profitability by Item Class and Item. The report form opens, from which you can run the report.
  3. On the Parameters tab (which is displayed automatically when a report form opens), do the following:
    1. In the From Date box, make sure that the 1/1/2026 value is selected.
    2. In the To Date box, make sure that the 1/30/2026 value is selected.
    3. On the report form toolbar, click Run Report. The report is generated and displayed in the working area.
      Tip:

      Notice that the report toolbar has a different set of buttons than the report form toolbar does. The Parameters button is still available, which you can use to switch between the report and the report form.

Step 2: Changing the Report Parameters and Rerunning the Report

Suppose that you need to modify the parameters of the Sales Profitability by Item Class and Item (AR674000) report so that you can see the completed transactions for apples sold to GoodFood One Restaurant in January 2026.

To change the report parameters, do the following:

  1. While you are still viewing the generated Sales Profitability by Item Class and Item report, click Parameters on the report toolbar to switch to the report form.
  2. On the Parameters tab, do the following:
    1. In the Report Format box, select Summary.
    2. In the Inventory box, select APPLES.
    3. In the Customer box, select GOODFOOD.
    4. Clear the Released Transactions Only check box.
    5. Select the Completed Transactions Only check box.
  3. On the report form toolbar, click Run Report. The report, which displays the summary data on sales profitability for apples in January 2026, is generated and displayed in the working area.
    Figure 1. The printable form of the Sales Profitability by Item Class and Item report


Step 3: Creating a Template for a Report

Suppose that currently, you work with sales to only the GoodFood One Restaurant customer. At the end of every month, you need to monitor the status of the customer’s sales orders by using the Sales Order Details by Customer (SO611000) report. You’d like to specify the parameters for the report once and save the template of the report so that you can quickly reuse the report parameters. In February, you are going on vacation, and you’d like to share the report template with your colleague who will be working with the customer during your absence.

To create a template for the report, do the following:

  1. On the main menu, click Sales Orders. The Sales Orders workspace opens.
  2. In the Reports category of the workspace, click Sales Order Details by Customer. The report form opens.
  3. On the Parameters tab, do the following:
    1. In the Start Date box, make sure that the 1/1/2026 value is selected.
    2. In the End Date box, make sure that the 1/30/2026 value is selected.
    3. In the Customer ID box, select GOODFOOD.
  4. On the report form toolbar, click Save Template.
  5. In the Save Template dialog box, which opens, do the following:
    1. In the Name box, type GOODFOOD.
    2. Click Save. The system closes the dialog box and saves the template. In the Template box of the form toolbar, you can see the name of the template: GOODFOOD.
    Figure 2. The saved template of the report


  6. Run the report.

Step 4: Defining the Template as Your Default

Suppose that you’d like to make the GOODFOOD template, which you created in the previous step, your default template for the Sales Order Details by Customer (SO611000) report. This means that each time you open the report form, the report parameters of the template are automatically filled in.

To make GOODFOOD your default report template, do the following:

  1. While you are still viewing the generated Sales Order Details by Customer report, click the Parameters button on the report toolbar to switch to the report form.
  2. In the More menu, click Edit Template.
  3. In the Edit Template dialog box, select the Default check box.
  4. Click Save . Each time you open the Sales Order Details by Customer report form, your report parameters for the GOODFOOD template will be inserted by default.

Step 5: Configuring an Ad Hoc Filter for the Report

Suppose that you need to know the statuses of GoodFood One Restaurant’s sales orders that contain apples and oranges. The Sales Order Details by Customer (SO611000) report provides this information, but it can take you quite long to scan for specific details. By using an ad hoc filter, you can narrow the report to view the needed data.

To configure an ad hoc filter for a report, do the following:

  1. While you are still viewing the Sales Order Details by Customer report form, make sure that the GOODFOOD report template is selected.
  2. On the Sorting and Filtering tab, in the Filtering section, do the following:
    1. Click the Plus button to add a filter condition.
    2. In Add Quick Filter, select Sales Order Line.Inventory ID. The system adds it to the section.
    3. Click Sales Order Line.Inventory ID and in the filter menu, select Equals.
    4. In the unlabeled box at the bottom of the filter menu, select APPLES.
    5. Click Apply.
    6. Hover over Sales Order Line.Inventory ID and click the Plus button to add another filter condition.
    7. In Add Quick Filter, select Sales Order Line.Inventory ID. The system adds it to the section.
    8. Click the second Sales Order Line.Inventory ID and in the filter menu, select Equals.
    9. In the unlabeled box at the bottom of the filter menu, select ORANGES.
    10. Click Apply.
    11. Click the And operator. It switches to Or.
    Figure 3. The ad hoc filter conditions


  3. On the report form toolbar, click Run Report. The report is generated and displayed in the working area and now it shows only sales orders that contain apples and oranges.
  4. Optional: Save the report template that has the settings of your ad hoc filter as follows:
    1. Click Parameters to switch to the report form.
    2. On the report form toolbar, click Save Template As.
    3. In the Save Template dialog box, which opens, type GOODFOOD: apples & oranges in the Name box.
    4. Clear the Default check box (if applicable).
    5. Click Save to save the template.

    In the future, you can select GOODFOOD: apples & oranges in the Template box and run this report.

Step 6: Sharing the Report Template

Suppose that in February, you are going on vacation and you’d like to share the GOODFOOD report template (which you created in Step 3) with your colleague who will be working with the customer during your absence.

To modify the report template so that it can be shared with other users, do the following:

  1. While you are still viewing the Sales Order Details by Customer (SO611000) report form, in the Template area, select the GOODFOOD template.
  2. On the More menu, click Edit Template.
  3. In the Edit Template dialog box, clear the Default check box.
    Attention: You cannot share a default template. If you select the Shared check box, the Default check box becomes cleared and unavailable for editing.
  4. Select the Shared check box.
  5. Click Save. Now other users can select your template in the Template box of the Sales Order Details by Customer report form.

Step 7: Printing a Report to a PDF File

Suppose that you need to print a pick list for a warehouse employee who is shipping an order to the HM’s Bakery & Cafe customer. The Pick List (SO644000) report provides an easy-to-comprehend version of any pick list.

To print the report to a PDF file, do the following:

  1. On the main menu, click Sales Orders.
  2. In the Printed Forms category of the workspace, click Pick List. The report form opens.
  3. In the Shipment Nbr. box of the Parameters tab, select 000028.
  4. On the report form toolbar, click Run Report. The report is displayed.
  5. On the report toolbar, click Print.
  6. In the dialog box that opens, do the following:
    1. Select the option related to printing the report as a PDF file, and click Save.
    2. In the dialog box that opens, select the destination folder and click Save to save the PDF file to your computer.
    Tip: If a printer is configured in your MYOB Acumatica system, you could instead select the printer from the list and print the document.

Step 8: Exporting a Report to Excel

Suppose that you need to run the Shipment Register (SO612500) report and then export the report to Excel for a warehouse employee who will use the exported report data as a template to prepare a register for the warehouse.

To export a report to Excel, do the following:

  1. On the main menu, click Sales Orders. The Sales Orders workspace opens.
  2. Click the Show All button to switch to the full view of the workspace.
  3. In the Reports category of the workspace, click Shipment Register. The report form opens.
  4. In the Start Date box of the Parameters tab, make sure that the 1/1/2026 value is selected.
  5. In the End Date box, make sure that the 1/30/2026 value is selected.
  6. On the report form toolbar, click Run Report. The report is displayed.
  7. On the report toolbar, click Export > Excel. The report is exported in Excel and downloaded to your computer.