Acumatica Report Designer 101

Installation: The Acumatica Report Designer is installed on a Windows machine with the Acumatica Server’s installer.

Example to open and edit an Acumatica report: AR Aging.

• Open the Report Designer in Windows by finding and clicking on its icon.

• Click File → Open From Server

  • Web Service URL: Enter the plain Acumatica URL.

  • Login:

    • Single company: UserName

    • Multi-company: UserName@CompanyID

      

  • Enter the report code. It’s the code showing on the report’s URL plus ‘.rpx’.

  • Click Ok.

• To view the data modeling (tables and joins): File → Build schema.

  • Note: Viewer Fields tab → Load used fields will list the report’s fields.

    

• To view the content of a field, select it on the main panel and see details on the Properties panel on the right.

  

• Some of the report logic might be easier to find via the files XML:

  • File → Save As → save it locally.

  • Open the saved file with a text editor (ex.: Notepad), and then search for the desired fields. Here are two examples: