Create, Filter & Group Reports in Acumatica Cloud ERP

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Join Rima Manaseryan, an experienced Acumatica developer, as she guides you through the essential skills of creating, filtering, and grouping reports within the Acumatica ERP system. This video is perfect for those looking to enhance their report management skills and effectively utilize Acumatica’s powerful reporting tools.
🔍 What You'll Learn:
• Creating Reports: Start from scratch and learn to list invoices with specific criteria.
• Filtering Data: Apply filters to display only the data you need, such as invoices over $500.
• Grouping Data: Organize your reports by customer or other criteria for better clarity.
📊 Tutorial Overview:
• Navigate through the Acumatica interface to access and modify invoice reports.
• Utilize the inspect element tool to identify and utilize the correct table and field names.
• Design and structure your report using the report designer tool in Acumatica.
🔗 Saving and Publishing:
• Save your customized reports and learn how to publish them directly on your Acumatica site for easy access and regular use.
Whether you’re refining your existing knowledge or starting fresh, this tutorial will provide you with the tools to create professional and functional reports tailored to your business needs. Don’t forget to leave your questions in the comments, and subscribe for more helpful Acumatica content!
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