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Epicor® SSRS Reports

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Dynamic Metals was in need of system change.  Both Culture and Processes needed improvement.  Multiple attempts have been made over the last 10 years with our current system to reimplement, upgrade and improve processes with little success.  Dynamic was stuck in manual mode and we needed assistance to break the culture and improve processes.  We met with PTS  to discuss our options.  We decided to utilize their services as they are familiar with our current system as well as the system we are in the process of implementing.  PTS  completed a thorough review of our current state understanding that we want to improve our processes using best practices with the new system.  The PTS staff has been knowledgeable, professional and is allowing us to implement with fewer resource hours from our staff.  With their assistance and guidance we have garnered enthusiasm throughout the organization for change that otherwise would have been a difficult task.  They have ensured with constant communication to mitigate any potential scheduling roadblocks in order to maintain the target schedule.  I look forward to completing the implementation and working with PTS on future improvements in our processes. I would certainly recommend PTS for consulting needs.

— Dynamic Metals • Aerospace and Defense Industry

“We have used PTS for several of our Epicor® needs.  They have helped with our Epicor® implementation through training of our staff.  They have also helped with more technical aspects such as helping us set-up a secondary application server.  I have found PTS to be extremely knowledgeable and professional, and quick to help when needed.”

— Seymour Tubing Inc. • Tubing Components Industry

Saving the customer money…Customer spent $5K and saved $48k!!!

“On a cold winter Wednesday, I joined a metal fabrication conference in the Cleveland area.  We were led to a room covered in brown; the far wall lit up by a projector.  As I unpacked my laptop, trusty notepad and pen, I was approached by a man with a jovial smile.  The feeling that I should know him welled up inside me.  After taking a second glance at my nametag, he said, “we’ve worked together, but we’ve never met face-to-face.”  He went on to tell me how years prior we collaborated on a BPM that defaulted the correct shipping address for purchase orders according to the User-ID on the PO.  “Before you built that, about once a month, these huge semi-loads would arrive at our office building, over 400 miles away from the factory.  It was extremely frustrating, but now we can laugh about it because your BPM has saved us 10’s of thousands of dollars.  It hasn’t happened since.”  He shook my hand and thanked me, as we remembered working together.  Hearing this story made me proud of what I do and where I work.”

— Another happy client • Kadant
Epicor® SSRS Reports Development
Starting with Epicor® version 10, Epicor® began using SSRS (SQL Server Reporting Services) reports instead of Crystal. SSRS is a report-building platform specifically developed for Microsoft users, producing excellent reports that provide valuable business information to help improve productivity and performance. PracticalTek has experience developing and building SSRS reports for businesses in a variety of industries. Our trained Epicor® SSRS report builders can help streamline your business performance with tailored reports that meet your unique needs
The SSRS platform gives users maximum flexibility when designing their report structures, enabling them to determine which data to include, where to get the data and how they want the data to be displayed. Epicor® SSRS then generates the reports by channeling the specified data through a retrieval system and combining it with the desired report layout. The result is a report suited specifically to your business and preferences.
Epicor® 10 SSRS Reporting Solutions
If you are an Epicor® 10 user who wants to take full advantage of the SSRS platform to enhance your business operations, PracticalTek can help. We’re an independent software services provider with an expert staff featuring more than 400+ years of combined Epicor® experience.
We’re well-versed in all areas of the Epicor® 10 software product, including its report generation capabilities. We can assist you with everything from Epicor® SSRS design and setup to modifying an out-of-the-box report to your specifications. We also have comprehensive experience with previous Epicor® versions and their reporting suites, so we can help you convert old reports into a format compatible with the new SSRS design.
Benefits of Epicor® SSRS Reporting
In previous versions of Epicor®, the system used Crystal Reports. Though practical, these reports didn’t offer the same flexibility and interactivity as Epicor® SSRS reports. Some of the main advantages SSRS offers over Crystal include:
  • Ease of Use: The SSRS system was made with Microsoft users in mind, developed to have a similar look and feel as any Microsoft Office product. This helps make it more intuitive for businesspeople familiar with the Microsoft Office suite.
  • Data Sorting: SSRS allows users to sort large amounts of data into groups with ease. In turn, this helps with reporting by allowing interactive reports to be developed more easily.
  • Unlimited Queries: Epicor® 10 outputs all reporting data into a database that is separate from your regular ERP business database. This allows users to make unlimited queries and use the full power of SQL in reports without negatively affecting business operations by slowing the rest of the database.
  • Security: Epicor® 10 SSRS reports use an access portal as a barrier to reporting functions, which is integrated with the ERP Active Directory. This means not just anyone can view, edit or design reports — they must have certain permissions to do so. These administrative rights can also be customized, so different administrators might be named for each report folder.
Convert Crystal Reports to SSRS
If you’re not quite ready to give up on Crystal reports or need to build SSRS reports from your old Crystal reports, there is a way to make it work. Simply set up your credentials by setting up a user and password setting that has access to the SQL database. Next, clean up your existing reports and convert them to a format that is compatible with Epicor® 10.
This may involve rearranging the tables or altering formulas. Next, make sure the reports are pointed to Epicor® 10 database tables and Menu Maintenance.
If you need help converting your Crystal Reports to a format Epicor® 10 can use or are interested in converting to SSRS reports entirely, all you need to do is contact PracticalTek. Our trained Epicor® SSRS report builders can convert your old reports and get you started with Epicor® 10 SSRS reporting.
Experienced Epicor® SSRS Report Developers
PracticalTek has extensive experience in creating customized Epicor® 10 SSRS reports in a wide range of styles and formats. Examples of the many types of reports we can build for your company include:
  • Bill of Materials Single-Level Cost
  • Capacity Planning by Resource Group
  • Goods Received Note
  • Job Historical Review Report Un-Suppressed Details
  • Labor Edit Report
  • Negative On-Hand Quantity
  • On-Time Delivery Performance Report Un-Suppressed
  • On-Time Delivery Performance Graph
  • Purchase Order Lines by Vendor
  • Production Hours by Project
Epicor® SSRS Reports Development
Starting with Epicor® version 10, Epicor® began using SSRS (SQL Server Reporting Services) reports instead of Crystal. SSRS is a report-building platform specifically developed for Microsoft users, producing excellent reports that provide valuable business information to help improve productivity and performance. PracticalTek has experience developing and building SSRS reports for businesses in a variety of industries. Our trained Epicor® SSRS report builders can help streamline your business performance with tailored reports that meet your unique needs
PracticalTek has created numerous SSRS Reports® for Epicor®. We have created many different styles of SSRS Reports®, including BAQ SSRS, Out-of-the-Box, and SQL Based. Below are a few examples of different SSRS reports that we have created.
The SSRS platform gives users maximum flexibility when designing their report structures, enabling them to determine which data to include, where to get the data and how they want the data to be displayed. Epicor® SSRS then generates the reports by channeling the specified data through a retrieval system and combining it with the desired report layout. The result is a report suited specifically to your business and preferences.
Epicor® 10 SSRS Reporting Solutions
If you are an Epicor® 10 user who wants to take full advantage of the SSRS platform to enhance your business operations, PracticalTek can help. We’re an independent software services provider with an expert staff featuring more than 400+ years of combined Epicor® experience.
We’re well-versed in all areas of the Epicor® 10 software product, including its report generation capabilities. We can assist you with everything from Epicor® SSRS design and setup to modifying an out-of-the-box report to your specifications. We also have comprehensive experience with previous Epicor® versions and their reporting suites, so we can help you convert old reports into a format compatible with the new SSRS design.
Benefits of Epicor® SSRS Reporting
In previous versions of Epicor®, the system used Crystal Reports. Though practical, these reports didn’t offer the same flexibility and interactivity as Epicor® SSRS reports. Some of the main advantages SSRS offers over Crystal include:
  • Ease of Use: The SSRS system was made with Microsoft users in mind, developed to have a similar look and feel as any Microsoft Office product. This helps make it more intuitive for businesspeople familiar with the Microsoft Office suite.
  • Data Sorting: SSRS allows users to sort large amounts of data into groups with ease. In turn, this helps with reporting by allowing interactive reports to be developed more easily.
  • Unlimited Queries: Epicor® 10 outputs all reporting data into a database that is separate from your regular ERP business database. This allows users to make unlimited queries and use the full power of SQL in reports without negatively affecting business operations by slowing the rest of the database.
  • Security: Epicor® 10 SSRS reports use an access portal as a barrier to reporting functions, which is integrated with the ERP Active Directory. This means not just anyone can view, edit or design reports — they must have certain permissions to do so. These administrative rights can also be customized, so different administrators might be named for each report folder.
Convert Crystal Reports to SSRS
If you’re not quite ready to give up on Crystal reports or need to build SSRS reports from your old Crystal reports, there is a way to make it work. Simply set up your credentials by setting up a user and password setting that has access to the SQL database. Next, clean up your existing reports and convert them to a format that is compatible with Epicor® 10.
This may involve rearranging the tables or altering formulas. Next, make sure the reports are pointed to Epicor® 10 database tables and Menu Maintenance.
If you need help converting your Crystal Reports to a format Epicor® 10 can use or are interested in converting to SSRS reports entirely, all you need to do is contact PracticalTek. Our trained Epicor® SSRS report builders can convert your old reports and get you started with Epicor® 10 SSRS reporting.
Experienced Epicor® SSRS Report Builders
PracticalTek has extensive experience in creating customized Epicor® 10 SSRS reports in a wide range of styles and formats. Examples of the many types of reports we can build for your company include:
  • Bill of Materials Single-Level Cost
  • Capacity Planning by Resource Group
  • Goods Received Note
  • Job Historical Review Report Un-Suppressed Details
  • Labor Edit Report
  • Negative On-Hand Quantity
  • On-Time Delivery Performance Report Un-Suppressed
  • On-Time Delivery Performance Graph
  • Purchase Order Lines by Vendor
  • Production Hours by Project
Learn More About Our SSRS Reporting Services
PracticalTek will be more than happy to work with your team to customize your ERP reporting software. All we want is to help you and your employees succeed with a system that will work with you, not against you.
Learn more about the many ways in which our Epicor® SSRS reporting services can improve your company’s operating efficiency and help you maximize your investment.
PTS has created numerous SSRS Reports® for Epicor®. We have created many different styles of SSRS Reports®, including BAQ SSRS, Out-of-the-Box, and SQL Based. Below are a few examples of different SSRS reports that we have created.
Bill of Material Single Level Cost
Test1
Capacity Planning by Resource Group
CAP PLAN
Good Received Note
GRN
Fabric Repair Hours
FRH
Job Historical Review Report Un-Suppressed Details
JHR
Labor Edit Report
LER
Negative On Hand Qty
NOHQ
On Hand Qty by Location w/ or w/o Primary Bin
OOHQBL
On Time Delivery Performance Report Un-Suppressed
OTD
On Time Delivery Performance Graph
OTDG
Order Ship Address
Order Ship Address
PO Lines by Vendors
POL
Production Hours by Project
PH 1
Safety Stock Analysis Export to Excel
SSAE
Shipments by Country by Date Range
SBC
Shipments KPI
ShipmentsKPI

The information on this web page is provided by PracticalTek, LLC to its prospective customers and clients conditioned on your acceptance of the terms and conditions of use as set forth herein. By reviewing, browsing, accessing, using and/or downloading information from this site, you agree that PracticalTek, LLC is providing and you are using the information provided for educational or training purposes and that PracticalTek, LLC is not receiving remuneration for providing this information. Furthermore, you agree not to sell, reproduce, modify or attempt to modify the information provided nor reproduce, publish or distribute the materials. Unless otherwise noted, all materials are subject to intellectual property rights including copyrights and trademarks held by or licensed to others. In no event shall PracticalTek, LLC be liable to you for accessing this website. PracticalTek LLC is an Independent provider of Epicor® services and is not a partner.

Learn More About Our SSRS Reporting Services
PracticalTek will be more than happy to work with your team to customize your ERP reporting software. All we want is to help you and your employees succeed with a system that will work with you, not against you.
Learn more about the many ways in which our Epicor® SSRS reporting services can improve your company’s operating efficiency and help you maximize your investment.