Report to Process task

Epicor ERP 10
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1

Hi

I have created a BAQ report that i need to send out every week. I first want to test it using my own email. In my Report Style, i added a SSRS Breaking/Routing to capture data rows with no email address and send everything to me.

At this point i wanted to test it but i couldnt get it to send. I figured i needed a process set so i created one but i cannot find a way to create the task in the process set.

How do i set up a process set task?

Thanks

2

When you run the BAQ Report manually, there is a schedule option. Choose a different schedule so it doesn’t run right now. check recurring if you want it to schedule more than once. See your scheduled tasks in System Agent.

3

Hey Nate

Thanks for your quick reply. I found the schedule option in the print dialog to Save to Process Set however, i get a dialog error

A Server error occurred. Review the server event logs for details

I dont have access to that unfortunately…

4

Verify that the report style and BAQ are both returning properly. If there is an error in either it could return that mystical server error. This often happens to me with a divide by zero, either in the BAQ or in the BAQ Report. Verify your BAQ runs in the editor, then verify your report style runs as a one-off.

5

Hey Nate

Verified - BAQ runs as expected and i can run a report. My BAQ returns 350 rows and the report PDF returns the only the first row

6

Is that as expected? Did you apply a filter in your RDL that reduced the output?
When you set the schedule, and check recurring, make sure to click the PrintPreview button. Not the Save Process Set button. This should add the task to the schedule (as seen in System Agent).

7

I expected the report on all rows (1 page per row). I havent set any filters anywhere

8

Get your report style working properly first. If your RDL is returning the correct results, then move on to the next step. I can’t say what is wrong with the report without seeing it, but it could be a grouping issue.

9

I enabled the routing and i successfully get all of the single page reports as set up (i temporarily sent all emails to me)…

I’ll keep at it on the process set :slight_smile:

thanks for your help bud

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