Acumatica has a highly customisable web-based interface. You can add reports you create to it and they appear integrated into the experience.
TL:DR – This article about how to add a report to a menu in Acumatica. Its easy once you know how.
Contents
Steps
- First save your report to the server in Report Designer.
- Next navigate to the Site Map in Acumatica (SM200520)
- Find an existing report and copy the URL to the clipboard, It will be in the form
~/Frames/ReportLauncher.aspx?ID=xx123456.rpx - Create a new Site Map entry with a new screen ID
- Paste the URL line then replace the report number with the number of your report you saved to the server.
- Set the Workspaces and Category to the desired destination in Acumatica
- Save, and your report will appear in that workspace and category in Acumatica
