📊

Getting Reports Out of Epicor

Jul 30, 2024

Getting Reports Out of Epicor

Overview

  • Focus on Epicor 101
  • Presentation followed by examples in Epicor 101
  • Several ways to access reports and data

Key Report Options in Epicor

Using a URL in a Menu Item

  • SSRS report required (existing or new)
  • Create a new menu ID in Epicor menu maintenance
    • Program type: URL link
    • Icon: URL
    • Program: Path to SSRS report (actual URL)
  • Works for SSRS reports (queries, stored procedures, etc.)
  • Not suitable for report data definition or business activity query reports

Using Report Data Definitions (RDD)

  • Use existing SSRS report or create a new one
  • RDDs rely on report styles
  • Setup in menu item:
    • Program type: menu item
    • Icon: report
    • Program format: e.g., Erp.UIRpt.<report>.dll
  • Requires table GUID for testing

Business Activity Query (BAQ) Report

  • Use existing or new SSRS report
  • Relies on BAQ data
  • Setup in menu item:
    • Program type: BAQ report
    • Icon: report
    • Program format: generic UIRpt.BAQRpt.dll
  • Good ID used for testing

Setting Up Reports as Favorites in Epicor

  • Use existing, new, or copied SSRS report
  • Create or use an existing favorites group
  • Easy to add reports to favorites group

Setting Reports as Favorites in Browser

  • Similar to Epicor favorites
  • Best suited for SSRS reports
  • Use favorite group in browser bookmarks

Exporting Data from BAQ

  • Output options: XML, CSV
  • BAQ exports provide raw data (not formatted reports)
  • Commonly used to create reports in Excel

Using Form Customization to Open Reports

  • Use custom C# code
  • Support for multiple output formats (PDF, Word, Excel)

Demonstrations in Epicor 10.1

Example 1: URL and Menu Item

  • Created custom pack slip with URL
  • Steps to access and run the report

Example 2: Report Data Definition

  • Job traveler report
  • Menu item setup details
  • System monitor and GUID testing

Example 3: Business Activity Query Report

  • Time report with options and filters
  • Steps to print preview the report

Example 4: Setting Favorites in Epicor

  • Steps to add a favorite tile and report

Example 5: Setting Favorites in Browser

  • Pack slip example added to browser favorites

Example 6: Custom Code to Open Reports

  • Custom buttons to print and render reports as PDF

Conclusion

  • Overview of accessing reports in Epicor 101
  • Encouragement to test in training environments
  • Check YouTube channel for more videos

Full transcript