Advanced Report Designer Login
- 7 months ago
Hi marting1 ,
Without seeing a screenshot of the error I'm having trouble picturing what's wrong.Almost every problem I've personally had in thoses creens has been because I've gotten something wrong with either the site URL I was trying to access, the Company Name of the company my data was in, or because I had the wrong Username/password combination:
Of note above:
URL - should be the name of your Advanced Business site
Example: https://sitename.myobadvanced.com/
Login - This must be of the format: Username@CompanyName
Example: admin@Main
Select report to Load - This should be the screen name of the report you want to customise, with .RPX on the end.
I'm pretty sure the Login field is case sensitive.If you've got time, doing the full S150 Reporting Report Designer course from Acumatica is how I got started with the report designer, it's available in their Open University here:
https://openuni.acumatica.com/courses/reporting/
(S130 is pretty great as well, but that also involves some Generic Inquiry work which while awesome, and I recommend, isn't exactly what you were asking about.)If you're getting stuck, reaching out to your implementation consultant/support partner should be able to short cut the process as well.