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Acumatica Pivot Tables and Dashboards in Customization Project

The new Pivot Tables and Dashboards in Acumatica 6 are awesome. You can create some very useful things with them. However, currently you cannot package Pivot Tables and Dashboards together in a Customization Project for mass distribution. It would be nice if you could.

  • Tim Rodman
  • Jul 19 2017
  • Shipped
  • Attach files
  • Vladimir Panchenko commented
    May 30, 2018 10:26

    Hi Tim,

    Thank you for your suggestion!

    Ability to import / export Dashboards from / to XML and include them into customization projects is available since 2017R2.

    Same functionality for Pivot Tables hasn't been shipped yet, but it's planned for the future versions.

  • Vladimir Panchenko commented
    June 22, 2018 14:30

    Update: ability to include pivot tables into customization project will be shipped in 2018R2.

  • Tim Rodman commented
    June 22, 2018 14:36

    Nice! Glad to hear it.

  • Vladimir Panchenko commented
    October 11, 2018 14:47

    Shipped in 2018R2.

    As you may know, since 2018R2 Pivot Tables can be embedded into Generic Inquiries, so when you add a Generic Inquiry to your customization project, all embedded Pivot Tables for that inquiry are added automatically.

    As I told before, Dashboards can be included into the customization since 2017R2, but we'll be working on further improvements in this area, such as automatically adding all dependencies for the dashboard to the customization project (related Generic Inquiries, Filters, Site Map nodes, etc.)