This feature requires Microsoft 365. Experimentally, Excel 2010 or higher can be used. See the Prerequisites for additional information.

Overview

Generic Inquiries in Acumatica offer a way to extract the specific data you need and present it to reporting functions 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. Learn more in Acumatica Generic Inquiries for Reporting and Analytics.

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 it to Excel, or format it for OData. The OData option exposes the data in the Open Data Format, which is supported by business intelligence tools such as Velixo.

Velixo provides several GI functions. In this article, we explain how to begin using these functions.

MYOB Advanced users wanting to use the Generic Inquiry functionality will need to contact their business partner
about obtaining an add-on license.

Prepare to use a generic inquiry

Follow these steps to prepare for accessing a generic inquiry from a Velixo function:

  1. Go to the Generic Inquiry page in Acumatica

  2. Access the inquiry from the Inquiry Title lookup.

  3. For the inquiry, check the Expose via OData box. This will make the inquiry available for use with Velixo.

  4. Note the Inquiry Title. This will be used for the Name parameter of a GI function.

    acc_gen_inq.png

In this basic usage of the GI function, the inquiry title "VelixoReportsPro-Accounts" is given for the Name parameter:

=GI("Demo", "VelixoReportsPro-Accounts")

Configuration

Various configuration settings can be used to optimize performance (by restricting the amount of data that is drawn from the generic inquiry). After adding one of the GI functions to a workbook, we click Options in the Acumatica ribbon to display Options window and define the Generic Inquiries Options.

Basic example using GI function

Consider this basic example of using the GI function:

=GI("Demo", "VelixoReportsPro-Accounts")

Result:

This will produce results similar to what is shown in the figure below, a lists all of the rows for the VelixoReportsPro-Accounts generic inquiry in the Demo connection to Acumatica.

mceclip1.png

In GI function, learn how to use the GI function, and see a number of examples.

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