Acumatica Generic Inquiries for Reporting and Analytics

How Acumatica Generic Inquiries Can Work for You

The Acumatica Reporting, Dashboards, and Data Analysis Toolkit includes generic inquiries which offer a way to extract specific data you need for analysis. But they are not just for reports – they can be used in dashboards, made available to BI tools, and offer drill down capabilities for even more detailed analysis. The Generic Inquiry writer is a reporting tool that can access any data in Acumatica—including data stored in customized fields—and publish it, export to Excel, or format it for OData. The OData formatting option exposes the data in the Open Data Format supported by business intelligence tools like Microsoft Power BI.

Generic Inquiries require no prior coding knowledge, just select the data you need using wizards that walk you through the process. Generic Inquiries can be reused and modified for a variety of purposes.

Key Benefits of Acumatica Generic Inquiries for Your Company

Access any Data in Acumatica

Generic Inquiries can access any data contained in Acumatica and make it available for reports, dashboards, Excel files, or OData.

Data Security

Generic Inquiries enforce all security rules, so you can manage all ERP data security from a single location inside Acumatica.

No Coding Required

Users do not have to learn complex programming languages to use Generic Inquiries. Just select the information you need from the database tables using the Generic Inquiry Writer.

Highlighted Features: Acumatica Generic Inquiries

Information you Need

Get the information you need when you need it. Generic Inquiries provide real-time data so you always have the current information at your fingertips.

Easy to Learn, Easy to Modify

Reuse Generic Inquiries for multiple applications. Make changes as needed.

Complete Flexibility

Edit the inquiry form view and arrange the form elements as you need. After saving your changes, you can immediately check your changes.

Pivot Tables

Create multiple pivot tables for each generic inquiry. You can use pivot tables to reorganize and summarize data in a generic inquiry and view it from different perspectives.

Export Excel Parameters

Export a generic inquiry to MS Excel and place parameters on a separate Excel sheet. The result is an Excel file with a Data sheet containing the generic inquiry data and a Parameters sheet containing the parameters used prior to export.

Save a Generic Inquiry Export as a Report

Export a generic inquiry as a report that can be modified in Acumatica Report Designer.

Generic Inquiry Navigation Side Panel
Add a side panel to generic inquiries to show the details of specific records in an inquiry all on the same screen. Side panels can be resized, maximized, or minimized.
Highlighting Results in Generic Inquiries
Highlight rows or columns of a Generic Inquiry based on specified conditions. For example, when inquiring on “opportunities”, the resulting grid can show those opportunities that have been won in green, those that have no owner can be yellow, and opportunities that are late can be red.
Display Totals in Generic Inquiries
Users can request Generic Inquiries to display total values, including average, max, min, and sum.

Acumatica Cloud ERP Suites

Acumatica Financial Management Suite  Acumatica Distribution Management Suite Acumatica Project Accounting Suite  Acumatica Customer Management Suite


Financial Management Suite
A powerful set of financial applications used by almost every organization, no matter how complex or simple requirements are. Bring rigor to business processes in a user-friendly way.
Distribution Management Suite
Works together with the Financial Management Suite as a full distribution solution. Starting from the requisition process to purchasing, order management, inventory tracking, automated  inventory replenishment suggestions, and more.
Customer Management Suite
Fully integrated with the Financial Management and Distribution Management Suites, the Customer Management Suite fosters a team approach. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
Project Accounting Suite
With the Project Accounting Suite, deliver on project objectives on time and on budget. Manage complex reporting requirements. Include projects in company-wide financial reports.