Forgive the stupidity but I am completely new to Kinetic. We are in the middle of upgrading to the Cloud version of Kinetic and I can’t seem to find any good documentation on creating a new SSRS report.
I have created BAQ’s and have been able to add them to the Menu Structure but I don’t know what all the steps are to create a new SSRS report (recreating from Crystal report) and be able to put it in the menu.
I have tried creating just a basic report but when I go to preview it nothing comes up so I am assuming I have missed a step somewhere.
I have looked and looked but have been unable to find any documentation that gives a step by step guide on Creating a SSRS report from scratch.
I have created a BAQ, created a BAQ Report designer based on the original BAQ, downloaded it to Report Builder, made a simple report, uploaded it back to report builder and then I am stuck on what steps I am supposed to do from there.
I would really like to find some documentation on the complete process but any help is greatly appreciated.
After you create your BAQ, open BAQ Report Designer. Create a new Report, give it a name, and a description. Link it to your BAQ. Save it. Click Actions > Download SSRS Report. Choose Desktop, or some other obvious place to save it, but note the extra folders it creates. Make sure you have SQL Server 2012 Report Builder 3 installed (google for a free install link). Then open the .rdl file you just saved. When you open it in report builder click no to the server connection question.
This is your report. You can add fields individually from Datasets on the left, or you can setup a table with the insert table wizard.
Once you have some fields in the report, save it in Report Builder. Keep the same location and filename. Go back into Epicor > BAQ Report Designer > Actions > Upload SSRS Report. User the same location as you did when you saved. If you choose desktop before, then choose it again now. It will automatically look for the right subfolders that it created.
After you upload your report back into Epicior, You can test it out by going to BAQ Report Designer > Actions > Preview Classic Form. Here you can run your report. Once it is all set and doign what you want, then you can add it to your menu.
Good luck!
Nate
Refer to the Epicor ICE Tools User Guide. You can find this on Epicweb. There is a section in there about the BAQ designer and report builder.
If you change your BAQ displayed fields, then your report data definitions may be out of synch. Use the Report Style Editor to resync your dataset changes to the rdl. Either a green button on the form, or under the Actions menu.
After you do this, you will need to redownload your rdl and make your edits. If you didn’t have any fields available in here before, they should be available now. Make your edits and reupload to test.