Get More Power from Your Acumatica Reports

Posted by Tiffany Bennett, Senior Consultant on November 8, 2016


Statistical Reporting with Acumatica Analytical Report Manager (ARM)

Many clients we work with like to track statistical data in combination with their financial information.  This can be a powerful tool for management to track many business measures.  These statistical items can be tracked in a ledger, just like financial ledgers, except they are tracking units, not currency.  For example, you might track:

  • Number of employees
  • Units sold
  • Number of calls received
  • Number of attendees
  • Number of claims

Luckily, Acumatica offers a way to work with this data and it's pretty simple to set up.  Here's how.

How to set up statistical reporting in Acumatica

  1. Set up a new Statistical Ledger, with a Balance Type of “Statistical.”  Give it any Ledger ID and Description that makes sense to you:

     
  2. Set up your statistical accounts under:  GL > Configuration > Manage > Chart of Accounts.  Give the accounts a Type of “Expense.”  The class is optional, but in this example, we set up a class for STATS.  Note:  To keep your statistical accounts separate from your financial accounts, we recommend using an ALPHA naming convention:


     
  3. Enter your statistical information as a GL Journal Entry.  Go to:  GL > Work Area > Enter > Journal Transactions.  Be sure to select the “STAT” Ledger in the batch header.  There is no offset required for Statistics, it is a non-balanced batch:


     
  4. Next, add the Statistical Account as a row on your Row Set.  Make sure the data source points to that Ledger as well as the new Stat account.  The Ledger in the Row Set overrides the Ledger in the Column Set:


     
  5. Run your report, and you’ll see the statistics pull on that row:


     

If you have further questions or need some assistance with reporting in Acumatica, send us an email at Support@Crestwood.com and our team of experts can help you out.


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