Correct process for updating SSRS reports

Epicor ERP 10
1

Hello,

What is the correct process for upgrading SSRS reports from say 10.1.500 to 10.1.600 Epicor versions? The guide states:

Select the
Import Reports
check box to indicate you are ready to deploy your SSRS reports. These reports
are placed in the server directory for the version. This server directory is a relative directory created where
the software is installed. For example, if the install directory is D:\ERPSoftware\ERP10.1.600, then the
reports install in this location: D:\ERPSoftware\ERP10.1.600\Server\reports.zip.
This check box is clear (inactive) by default. You typically just select this check box when you install SSRS
on the current application server for the first time. After the first installation, you can then clear this
check box. When you later install an update that includes changes to SSRS reports, these updated report
definitions install into the \Updates[version] directory. For example:
D:\Epicor\ERP10\ERP10.1.600\Updates\ERP10.1.600.1\Server\reports.zip

So when doing an upgrade do i import new reports by checking the box to update them?

2

Hi, @razgriz989. Did you ever get an answer to this? I can’t find any documentation that seems to indicate whether reports can be updated on the report server post-install, or what exactly is recommended during this process. I’ve seen some people who claim you should set up a new SSRS instance and migrate custom reports, some people who say you should re-import, etc.

3

Gentlemen: the re-import will only overwrite the folders in the Reports root and will NOT modify ANY of the reports in the CustomReports folder or any folders outside of the Reports folder.

The Custom SSRS reports only need to be updated if the Report Data Definiton (RDD) has changed and is broken. I have seen a couple of cases where a Calculated field gets left off of the AR Invoice RDD during the upgrade from 10.1.500 to 10.1.600 and you are better off rebuilding your RDD.

However, your Custom SSRS reports should NOT have to be upgraded - I would guess that 98% of the SSRS reports upgraded from 10.1500 to 10.1.600 will just work.

DaveO