Print dashboard in a report or export it to something HELP!

Epicor ERP 10
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I have a dashboard that filters out info between three BAQ’s. as simple as it is to just copy and paste this info into excel or whatever they like. the powers that be would like it to be able to print it out all at once. is there a way to that from the dashboard or make it into a report? what would be the easiest. I am still learning how to make these dashboards and BAQ’s. Thanks in advanced

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In this case you would need to convert your dashboard into a Report Data Definition, and define your three BAQs, filters, and links in there. Then you can assign that RDD as the datasource for a report. Build up the repot in Report Style.

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Nate, thanks for the quick response. now i will get to learn on how to do this. wish me luck.

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RDD can be a little tricky. I think this post has a few nice links.
How Can I combine 2 BAQ Query Epicor Into 1 SSRS Report - Kinetic 202X - Epicor User Help Forum (epiusers.help)

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5

I made a short YouTube video that hopefully will help as well.

How to Create an Epicor RDD Report

DaveO

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Very cool, @DaveOlender!
Would you mind posting the text of that summary here? I think that is a good outline to remember when setting up a new RDD report.

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I am watching it. so far i think i can do this.

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How to Create an RDD Report
Dave Olender – Olender LLC – 651-246-3281 – dolender@olenderconsulting.com
Scenario: Create a report showing all open jobs and the demand links.

  1. Create BAQ’s
    a. Create Job Head BAQ showing only Open Jobs that are Released. Prompt for Job StartDate Date range and create Filter parameter.
    b. Create Job Prod BAQ using the same parameters as above.
  2. Create New RDD.
    a. Add the two Datasource BAQ’s
    b. Create a Criteria Set and set as default
    c. Create the Prompts for Date Range
    d. Create the Filter for JobNum
  3. Create New Report Style
    a. Add our RDD from above
    b. Set the destination Path and name for report on server
    c. Create the Report
  4. Add the Report to the Menu
    a. Use Menu maintenance to add the report to the menu
  5. Preview the report
    a. Preview the report to make sure it runs
    b. Run the report as “Generate for design”
  6. Use system Monitor to “Design SSRS Report”
    a. Use Download to local PC
    b. Modify report
    c. Publish Report
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