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How to Set Up Generic Inquiries and Dashboards for Acumatica

By May 3, 2021Acumatica
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It’s Easy to Create Your Own Dashboards for Acumatica – Learn More

 

Unique in the ERP world, Acumatica Cloud ERP delivers the impressive capabilities to 100% customize your setup easily and quickly. One of the most noticeable and effective ways to do this is to customize your home screen dashboards.

In this handy “How To” webinar, you’ll learn the full, end-to-end process of creating your own custom Generic Inquiries and dashboards for Acumatica. It’s easy! Watch the webinar now.

Video Summary – Skip Forward to the Parts that Matter to You!

In this video, PC Bennett’s award-winning Acumatica expert Tim O’Sullivan walks you through the step-by-step processes you can take to create a custom Generic Inquiry and then use that to create a series of dashboards. Feel free to skip forward to the parts that matter most to you.

Introduction to Generic Inquiries and Dashboards for Acumatica

In this section, you’ll learn what Generic Inquiries are and gain a quick overview of how easily you can control your homepage view to display your relevant dashboards in Acumatica. You’ll also find out about a great Acumatica e-learning resource, discover which permissions you’ll need to enable to get started, and learn how to get into Edit mode.

  • How to control your homepage view (watch)
  • Acumatica’s great on-demand help resource (watch)
  • The 3 access rights you will need to begin (watch)
  • How to get to Edit mode for your Acumatica setup (watch)

Step 1: Creating the Generic Inquiry Output to Use with a Dashboard

Before you can create a dashboard for Acumatica, you’ll need to collect the data that the dashboard draws from. That data will be housed in a relational database that Acumatica refers to as a Generic Inquiry table. (If you’ve used Microsoft Access, this is similar – but much better.)

After watching this in-depth section, you’ll understand the function and use for every tab on the Generic Inquiry screen, and you’ll also have some power-user tricks under your belt that will speed up your Acumatica usage significantly.

  • Walkthrough on how to navigate the Generic Inquiries screen layout (watch)
  • Tip – How to reorder menu items on your menu pages (watch)

The Tables and Relations Tabs

Acumatica makes it fast and easy to set up relational databases with multiple layers of tables. Since the Tables tab and Relations tab are used in tandem, this section covers both tabs.

  • The fastest way to add a relational table in Acumatica 2020 R2 and beyond (watch)
  • Tip – Other names you may run across for tables (watch)
  • An alternate way to set up relational tables using the Customizer role (watch)

The Parameters Tab

Once you have your table relations database set up, you will want the ability to filter the information that you see in your results list. Parameters are the top-level filtering capabilities that empower you to slice and dice your data results.

  • How to set up parameters (watch)
  • When to pull data “from schema” and when not to (watch)
  • Tip – Use nifty calendar controls to filter your data (watch)

The Conditions Tab

This tab sets the underlying rules for your tables and database, using “If-Then” logic to control how the data is selected and displayed in Generic Inquiries and dashboards for Acumatica.

  • Overview of options for the Conditions tab (watch)

The Grouping Tab

The Grouping function allows you to include summaries on your Generic Inquiries. This is best used with pivot tables.

  • Overview of the Grouping tab (watch)

The Sort Order Tab

Sort Order controls how your database output will display when you’re looking at it. This helps organize your view, so you can quickly make sense of the data at a glance.

  • Overview of the Sort Order tab (watch)

The Results Grid Tab

The Results Grid determines where your databases will pull information from and which data you wish to include in your Generic Inquiry report output. It also helps you quickly activate / deactivate data as well as show / hide data. The Results Grid is very important to understand because this is the biggest factor in controlling your Generic Inquiry output view.

  • Overview of the Results Grid (watch)
  • Tip – The really easy way to learn what data you have to work with here (watch)
  • Tip – Improving your at-a-glance views using cool colors with the Row Style and Field Style options (watch) (Additional code resource)

The Entry Point Tab

Entry Point handles mass updates to your databases. Since it is an advanced function with little-to-no room for error, this webinar does not cover this topic in depth. Feel free to request a future webinar on this topic if you would like to learn more!

  • Overview of the Entry Point tab (watch)

The Navigation Tab

This tab controls additional view options for your Generic Inquiry outputs, such as the handy side panel data drilldown shown below, on the right.

  • Overview of how to use the Navigation tab (watch)
  • Tip – The really quick and easy way to set up side panels (watch)

Step 2: Creating a Dashboard from Your Generic Inquiry

Once you’ve gone through the work of setting up the database in your Generic Inquiry, it is easy to set up a range of dashboards from scratch to elegantly display that information on your home screen.

  • How to create a dashboard from scratch (watch)
  • How to get your custom dashboard into your menu (watch)
  • How to make dashboards for Acumatica available on mobile (watch)
  • The easy, no-code dashboard setup screen (watch)
  • How to filter your dashboard data (watch)
  • Display options, sizing, and selecting which fields to show (watch)
  • Creating pie charts and report tables (watch)
  • Tip – How to copy and paste Acumatica dashboards to save time (watch)

Final Notes

As you can see, there is a lot to learn from this in-depth webinar from PC Bennett. The Question & Answer sectionalso has a wide range of great additional information.

If you liked this webinar and you want to watch more great, in-depth How To videos that will help you become an Acumatica master user, check out our videos page. Don’t forget to register for upcoming webinars too!

 

Watch the “All About Generic Inquiries and Dashboards in Acumatica” Webinar

 

PC Bennett Solutions offers a personalized, full-service experience for customers by implementing business management technology. Through a hands-on approach, PC Bennett Solutions helps companies get the most out of their software system. The team provides training, implementation and customization of Acumatica. Headquartered in the Seattle area, PC Bennett Solutions is one of the largest exclusive Acumatica resellers. For more information, visit www.pcbennett.com.

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