Excel-Data Only not working in Kinetic 2024.1

I’ve looked at posts from others that have had this issue, but I just can’t find what is missing. We have 3 new servers with Kinetic 2024.1, all with different databases and Excel-Data Only isn’t working on ANY of them. I did check the security in SSRS (navigating to (SSRS server)/Reports/ ) and it looks like the service account has all the roles. (I did have to give it roles on the Dev server, but that didn’t fix it) There’s one service account for Prod, and a different one for Test and Dev.

I don’t have the security to set permissions on the server file system, so I don’t know what that currently is. I’m sure the problem is in creating the .RDL files, but are those stored in the file system or inside a database? Where does SSRS keep those?

the Excel Data Only .RDL files are in the same directory as the regular report file and have an _ExcelDataOnly postfix after them. You might try finding them and deleting them and then letting the system re-create them… or maybe run the regular report, turn on Archive and then manually launch the Excel Data Only report from the browser and give it the Guid from your archived report and see if you get an error.

There is an Epicor KB article that talks about this KB0109707

It mentions a problem with teh reportService2010.asmx file in our SSRS installation.

Out of curiosity, what version of SSRS are you running?

I’m starting to think that the issue we are having is that ARPromissoryNote doesn’t exist in the Aged Receivables report folder:


Since the error mentions that and not an _ExcelData RDL missing, maybe that’s really what we are running into.
After I made some security fixes in the SSRS folders, it seems like I CAN run reports with Excel-Data Only, it’s just the Aged Receivables report that isn’t running with that now. Maybe there should be ARPromissoryNote in the folder along with AgdRcv?

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