Report Builder in Acumatica | Acumenica Engineering Training Series
In this Acumatica Report Builder Training, learn how to customize, modify, and create professional business reports within Acumatica ERP using the Report Designer tool. Hosted by Acumenica Engineering, this in-depth session is part of the Acumatica Weekly Training Series, designed exclusively for Central Nervous Systems (CNS) clients.
📘 Session Focus: Report Builder Basics in Acumatica
This session dives into Acumatica’s Report Builder (Report Designer) — the core tool used to edit and design printed or “paper” reports such as invoices, quotes, change orders, aging reports, and other transactional forms. Participants will learn how to access and modify Acumatica’s built-in reports, understand report structure, and connect the designer to their Acumatica instance for live customization.
💡 What You’ll Learn in This Training:
✅ The difference between Generic Inquiries (GIs) and Report Builder reports
✅ How to access and modify printed reports and forms (quotes, invoices, etc.)
✅ Understanding report parameters, sections, headers, and footers
✅ How to download and use the Acumatica Report Designer tool
✅ How to connect Report Builder to your Acumatica server using secure URLs
✅ Tips for editing and publishing reports back to Acumatica
✅ How to work with report groupings, fields, and data bindings
✅ Sneak peek: Acumatica’s plan to integrate Report Builder into the cloud interface
✅ Troubleshooting and best practices for report design in Acumatica ERP
🧭 Topics Covered:
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Setting up Report Builder on Windows (and using virtual machines on macOS)
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Loading Acumatica reports such as PM642000 (Proforma Invoice) or AP631000 (AP Aging Report)
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Editing layouts, modifying labels, and customizing branding or company logos
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Understanding how reports pull data from projects, financials, and AR/AP modules
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How to deploy, test, and validate report changes directly in Acumatica
🎯 Who Should Attend or Watch:
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Acumatica ERP users responsible for financial or project reporting
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System administrators and technical consultants managing Acumatica customization
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Controllers, project managers, and accountants looking to refine report output
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Developers and IT staff implementing custom reporting templates
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Anyone interested in learning Acumatica Report Builder and Report Designer tools
Participants benefit from live Q&A opportunities, detailed demonstrations, and post-class resources available on the Acumenica Engineering blog.
Keywords:
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