Report Creation: To Copy an Existing Report

In the following activity, you will learn how to copy an existing report, which can be a predefined report or a report designed through the MYOB Acumatica Report Designer (for example, a report created by a colleague who works on customizations).

Story

Suppose that you are a technical specialist in your company, and you are working on customizations. An accountant of the company has requested a report that displays the AR register. You have offered the accountant to use the AR Register (AR621500) report, which is a predefined report in MYOB Acumatica, but the accountant has asked for modifications to the report. You have decided to make a copy of the report and change the copy in the Report Designer rather than directly modifying the predefined report. As a first step, you will create and save the copy of the report.

Process Overview

In this activity, you will first open and examine the AR Register (AR621500) report in MYOB Acumatica. Then you will open the report in the MYOB Acumatica Report Designer and save a copy of it with a different name.

System Preparation

Before you perform the steps of this activity, make sure that the following tasks have been performed:

  1. You have installed the MYOB Acumatica Report Designer, as described in Report Designer: To Install the MYOB Acumatica Report Designer.
  2. You have installed an MYOB Acumatica instance with the U100 dataset, or a system administrator has performed this task for you.
  3. You have signed in to MYOB Acumatica as the system administrator by using the gibbs username and the 123 password.
    Tip: The gibbs user is assigned the Administrator role and the Report Designer role. Thus, this user has sufficient access rights to manage system configuration and to preview, save, and publish reports.

Step 1: Opening and Viewing the Existing Report in MYOB Acumatica

To open and view the AR Register (AR621500) report, which is an existing report in MYOB Acumatica, do the following:

  1. On the main menu, click the Receivables menu item.
  2. In the Reports category of the Receivables workspace, click the AR Register link to open the report form (that is, the form you use to specify parameters and run the report).

    Notice that in the address bar of the browser, the ScreenId parameter is AR621500. This is the form identifier of the report.

    Tip: Alternatively, to open a form, you can search for it by its name or by its form ID without periods.
  3. In the From Period box of the Report Parameters tab, select 01-2023, in the To Period box, leave the default value.
  4. On the form toolbar, click Run Report.

    The resulting report is displayed.

Step 2: Opening the Existing Report in the MYOB Acumatica Report Designer

To open the existing report in the MYOB Acumatica Report Designer, do the following:

  1. On the Windows Start menu, select All Programs > Acumatica > Report Designer.
  2. On the Report Designer menu bar, click File > Open From Server.
  3. In the Open Report from Server dialog box, which opens, do the following:
    • In the Enter Web Service URL to Load Reports List box, type the URL of your MYOB Acumatica website in the following format: http://<URL>, where <URL> is the actual URL of your instance. The URL can be your local website or an external URL of MYOB Acumatica.
    • In the Login box, type your username as follows: gibbs.

      If your instance contains more than one tenant, in the Login box, type your tenant name after your username and the @ symbol as follows: gibbs@<tenant name>.

    • In the Password box, type your password: 123.
    • Click the Load Reports List button to load the list of reports from the website.
    • In the Select Report to Load box, select AR621500.rpx, and click OK.

The dialog box is closed, and the opened report file is displayed in the Design pane of the Report Designer.

Tip: While you are viewing the report form of any existing report in MYOB Acumatica, you can start the Report Designer and open the report as follows:
  1. On the report form toolbar, click Edit Report.

    An .rps file is saved on your local machine.

  2. On the Report Designer menu bar, click File > Open, locate the previously saved .rps file and open it.

    The Open Report from Server dialog box is displayed with all the boxes filled in except Password.

  3. Type your password in the Password box and click OK.

Note that this capability is available only if you are signed in to a user account with the Report Designer role.

Step 3: Saving a Copy of the Opened Report on the MYOB Acumatica Server

To save the opened report in the MYOB Acumatica Report Designer to the MYOB Acumatica server, do the following:

  1. On the Report Designer menu bar, click File > Save To Server.

    The Save Report on Server dialog box opens.

  2. In the Enter Report Name to Save box, type AR6215C1.rpx.
  3. Type your username and your password, and click OK.

The copy of the report is saved to the server.