Transfer Reports to Folder

(Jonathan Lang) #1

I am having a serious brain fart!

How, in Epicor 10, can I run a report and put that report to a folder in Excel for users without manual intervention? I want Epicor to put the report in a shared folder.

Do I have to use something like BI, Doc-Star? Suggestions are very much welcome.

Thank you!!

Scheduled Report - Save CSV
(Richard Riley) #2

Starting with Epicor 10.1.600, you can specify a Windows Share where a generated SSRS report can be written out. The Share is specified on the Report Style in the Report Options field. The Option has to begin with “File:” (without the quotes) followed by the Share which must be accessible to the AppPool Identity User from the AppServer generating the report. Here is an example for the Report Option value:


As you can see, there are several Substitutions that can be specified (see Style Detail help for the list) and during the report generation - SSRS Database type reports only - the document created will be added to the System Monitor and also written out to the location specified with the Substitution values replaced with the appropriate value. It does not matter if the Report is submitted for Generate Only, Print, or Preview - the file will also be written to the specified location. If the {Counter} or {Time} Substitutions are not used as part of the path or file name (Counter is only valid as part of the file name), a newly run report will overwrite an older one.

(Jonathan Lang) #3

I did not know that could be done. Works like a charm. Thank you Rich!

(Blake Martin) #4

Hey Rich,

I am trying to send SSRS reports to a network location via the Report Option field in Epicor 10.2. Do you have documentation on how this can be done as you did in your post? Is the path after “File:” relative on the SSRS server? I keep getting an “Unauthorized Server Path” error.

Thanks in advance.


(Richard Riley) #5

The Path is relative to the AppServer handling the Report generation. Unless you are using the redirects on the System Agent, this will be the AppServer the Task Agent is running against.

It is the AppPool User Identity for that AppServer that needs to be able to access the Path or Share you specify after the “File:”

(Blake Martin) #6

Thanks Rich. I will look into this and let you know what I find.

(al maragni (USA - NY/NJ)) #7

@bmartin interested in knowing what you found?
and @Rich will this work with CSV output option
and is this available to BAQReports or just system RDD reports
thank you !