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Streamline Your Acumatica Experience: Access Reports Directly from Any Screen

This content describes a method to access Acumatica reports directly from any screen, eliminating the need to navigate through multiple menus. 

(a) Challenges

Many Acumatica users find themselves on a “treasure hunt” when trying to access a specific report. Often, while working on a particular task, such as entering a sales order, there is a need to reference data in a report. This requires navigating away from the current screen to the reports section. Users must then locate the correct report and apply filters for criteria such as customer or date range. This process of constantly switching between screens and manually filtering reports can be time-consuming and inefficient. 

(b) Solution: Customized Report Access

A surprisingly elegant solution exists within the Acumatica framework that can make accessing reports seamless. This involves creating a custom solution that utilizes a few key components: 

  • A Button: This acts as a trigger, initiating the report retrieval process, similar to raising your hand to get a waiter’s attention. 
  • A Method: This is the recipe for the specific report, which defines the data to be retrieved. 
  • A Delegate: This is the component that takes your request and sends it to the kitchen, i.e., the method to retrieve the requested report. 
  • Report ID: This is the specific dish that is requested, in this case the exact report that is needed. 

By adding a button to a screen and connecting it to a method, delegate, and report ID, a user can simply click the button to immediately access the desired report. This method is similar to customizing the order process within the system. The solution involves calling a button method and using a delegate for that method. The report ID must be passed so that it can direct to the specific report. The report can be opened in a new tab or the same tab depending on the parameter provided. 

Benefits and Advantages: 

  • Time Saving: The custom solution eliminates the need to search through menus, saving time and effort. 
  • Increased Efficiency: Accessing reports directly from the screen you are working on streamlines workflows. Users can get the information they need, when they need it. 
  • Improved Accessibility: This solution makes reports instantly accessible from the screens used most frequently. 
  • Versatile Application: This approach can be used to make all types of reports accessible from different screens. 
  • Optimized Acumatica experience: This solution is about working smarter, not harder. 

Important Considerations Implementing this solution should be done carefully to avoid any issues with performance or conflicts with other customizations. Engaging an experienced Acumatica services partner like Tayana Solutions can help ensure successful implementation. Tayana Solutions is the largest service partner with Acumatica and has experience in over 1000 cases, 200 unique scenarios in reports and 150 generic inquiries. They can assist in implementing, customizing, and supporting Acumatica cloud ERP to speed up and optimize processes and provide quick resolutions for support cases.