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Epicor® SSRS Reports

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“Imarda has faced several business challenges recently as we have been undergoing significant growth for our i360 product. This growth has resulted in increased manufacturing volumes, and complicated BOM’s (Bill of Materials) and increased billing to be produced from an aging ERP system (Epicor® Vantage 8) that is in need of replacement.

Imarda had done an amount of work with PTS in the past and I contacted Jim from PTS in the hope this company could assist. Jim’s team jumped straight in aware of the challenges we faced. I was able to talk to Jim directly several times which provided a huge amount of comfort and even though the time zones were different I never had any issues reaching him or a member of his team. Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up

Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up from years of experience in Epicor®. This sped up the business improvement process significantly. Their agile methodology was a perfect fit as we needed to jump between issues often very quickly and due to the nature of our remote staff the timing of such meetings was often at short notice. The functional results that were produced as a result of Jim’s team were a key component in keeping the operations process running within Imarda.

On top of this work, Jim’s team also provided excellent support, as our lack of knowledge with Epicor® due to staff churn again left us challenged with internal support options. Jim’s team dealt with questions ranging from the absolute basics to advanced questions easily and with an air of patience that can only be described as completely forgiving!! In short, I would have no hesitation in recommending PTS.”

— Imarda • Transportation Fleet Industry

Dynamic Metals was in need of system change.  Both Culture and Processes needed improvement.  Multiple attempts have been made over the last 10 years with our current system to reimplement, upgrade and improve processes with little success.  Dynamic was stuck in manual mode and we needed assistance to break the culture and improve processes.  We met with PTS  to discuss our options.  We decided to utilize their services as they are familiar with our current system as well as the system we are in the process of implementing.  PTS  completed a thorough review of our current state understanding that we want to improve our processes using best practices with the new system.  The PTS staff has been knowledgeable, professional and is allowing us to implement with fewer resource hours from our staff.  With their assistance and guidance we have garnered enthusiasm throughout the organization for change that otherwise would have been a difficult task.  They have ensured with constant communication to mitigate any potential scheduling roadblocks in order to maintain the target schedule.  I look forward to completing the implementation and working with PTS on future improvements in our processes. I would certainly recommend PTS for consulting needs.

— Dynamic Metals • Aerospace and Defense Industry

“So far Jim and a group from PTS have come in to do a CRP/training session for two days that was extremely helpful. They have also developed and installed a customized program to assist in automated Order Entry and processing, shipment entry and processing, and have developed customized SSRS reports. They have always addressed our concerns in a timely manner, and are very conscientious about costs, and very detailed in their work. 

I definitely recommend PTS as a partner for Epicor® technical services and continue to use them. I only wish I had found them sooner. I will continue to go to them for enhancements, training and consulting as there is no doubt they will help us maximize our investment and minimize our time spent implementing various Epicor® solutions.” 

— Unique Sports Products, Inc. • Sporting Goods Industry
Epicor® SSRS Reports Development
Starting with Epicor® version 10, Epicor® began using SSRS (SQL Server Reporting Services) reports instead of Crystal. SSRS is a report-building platform specifically developed for Microsoft users, producing excellent reports that provide valuable business information to help improve productivity and performance. PracticalTek has experience developing and building SSRS reports for businesses in a variety of industries. Our trained Epicor® SSRS report builders can help streamline your business performance with tailored reports that meet your unique needs
The SSRS platform gives users maximum flexibility when designing their report structures, enabling them to determine which data to include, where to get the data and how they want the data to be displayed. Epicor® SSRS then generates the reports by channeling the specified data through a retrieval system and combining it with the desired report layout. The result is a report suited specifically to your business and preferences.
Epicor® 10 SSRS Reporting Solutions
If you are an Epicor® 10 user who wants to take full advantage of the SSRS platform to enhance your business operations, PracticalTek can help. We’re an independent software services provider with an expert staff featuring more than 400+ years of combined Epicor® experience.
We’re well-versed in all areas of the Epicor® 10 software product, including its report generation capabilities. We can assist you with everything from Epicor® SSRS design and setup to modifying an out-of-the-box report to your specifications. We also have comprehensive experience with previous Epicor® versions and their reporting suites, so we can help you convert old reports into a format compatible with the new SSRS design.
Benefits of Epicor® SSRS Reporting
In previous versions of Epicor®, the system used Crystal Reports. Though practical, these reports didn’t offer the same flexibility and interactivity as Epicor® SSRS reports. Some of the main advantages SSRS offers over Crystal include:
  • Ease of Use: The SSRS system was made with Microsoft users in mind, developed to have a similar look and feel as any Microsoft Office product. This helps make it more intuitive for businesspeople familiar with the Microsoft Office suite.
  • Data Sorting: SSRS allows users to sort large amounts of data into groups with ease. In turn, this helps with reporting by allowing interactive reports to be developed more easily.
  • Unlimited Queries: Epicor® 10 outputs all reporting data into a database that is separate from your regular ERP business database. This allows users to make unlimited queries and use the full power of SQL in reports without negatively affecting business operations by slowing the rest of the database.
  • Security: Epicor® 10 SSRS reports use an access portal as a barrier to reporting functions, which is integrated with the ERP Active Directory. This means not just anyone can view, edit or design reports — they must have certain permissions to do so. These administrative rights can also be customized, so different administrators might be named for each report folder.
Convert Crystal Reports to SSRS
If you’re not quite ready to give up on Crystal reports or need to build SSRS reports from your old Crystal reports, there is a way to make it work. Simply set up your credentials by setting up a user and password setting that has access to the SQL database. Next, clean up your existing reports and convert them to a format that is compatible with Epicor® 10.
This may involve rearranging the tables or altering formulas. Next, make sure the reports are pointed to Epicor® 10 database tables and Menu Maintenance.
If you need help converting your Crystal Reports to a format Epicor® 10 can use or are interested in converting to SSRS reports entirely, all you need to do is contact PracticalTek. Our trained Epicor® SSRS report builders can convert your old reports and get you started with Epicor® 10 SSRS reporting.
Experienced Epicor® SSRS Report Developers
PracticalTek has extensive experience in creating customized Epicor® 10 SSRS reports in a wide range of styles and formats. Examples of the many types of reports we can build for your company include:
  • Bill of Materials Single-Level Cost
  • Capacity Planning by Resource Group
  • Goods Received Note
  • Job Historical Review Report Un-Suppressed Details
  • Labor Edit Report
  • Negative On-Hand Quantity
  • On-Time Delivery Performance Report Un-Suppressed
  • On-Time Delivery Performance Graph
  • Purchase Order Lines by Vendor
  • Production Hours by Project
Epicor® SSRS Reports Development
Starting with Epicor® version 10, Epicor® began using SSRS (SQL Server Reporting Services) reports instead of Crystal. SSRS is a report-building platform specifically developed for Microsoft users, producing excellent reports that provide valuable business information to help improve productivity and performance. PracticalTek has experience developing and building SSRS reports for businesses in a variety of industries. Our trained Epicor® SSRS report builders can help streamline your business performance with tailored reports that meet your unique needs
PracticalTek has created numerous SSRS Reports® for Epicor®. We have created many different styles of SSRS Reports®, including BAQ SSRS, Out-of-the-Box, and SQL Based. Below are a few examples of different SSRS reports that we have created.
The SSRS platform gives users maximum flexibility when designing their report structures, enabling them to determine which data to include, where to get the data and how they want the data to be displayed. Epicor® SSRS then generates the reports by channeling the specified data through a retrieval system and combining it with the desired report layout. The result is a report suited specifically to your business and preferences.
Epicor® 10 SSRS Reporting Solutions
If you are an Epicor® 10 user who wants to take full advantage of the SSRS platform to enhance your business operations, PracticalTek can help. We’re an independent software services provider with an expert staff featuring more than 400+ years of combined Epicor® experience.
We’re well-versed in all areas of the Epicor® 10 software product, including its report generation capabilities. We can assist you with everything from Epicor® SSRS design and setup to modifying an out-of-the-box report to your specifications. We also have comprehensive experience with previous Epicor® versions and their reporting suites, so we can help you convert old reports into a format compatible with the new SSRS design.
Benefits of Epicor® SSRS Reporting
In previous versions of Epicor®, the system used Crystal Reports. Though practical, these reports didn’t offer the same flexibility and interactivity as Epicor® SSRS reports. Some of the main advantages SSRS offers over Crystal include:
  • Ease of Use: The SSRS system was made with Microsoft users in mind, developed to have a similar look and feel as any Microsoft Office product. This helps make it more intuitive for businesspeople familiar with the Microsoft Office suite.
  • Data Sorting: SSRS allows users to sort large amounts of data into groups with ease. In turn, this helps with reporting by allowing interactive reports to be developed more easily.
  • Unlimited Queries: Epicor® 10 outputs all reporting data into a database that is separate from your regular ERP business database. This allows users to make unlimited queries and use the full power of SQL in reports without negatively affecting business operations by slowing the rest of the database.
  • Security: Epicor® 10 SSRS reports use an access portal as a barrier to reporting functions, which is integrated with the ERP Active Directory. This means not just anyone can view, edit or design reports — they must have certain permissions to do so. These administrative rights can also be customized, so different administrators might be named for each report folder.
Convert Crystal Reports to SSRS
If you’re not quite ready to give up on Crystal reports or need to build SSRS reports from your old Crystal reports, there is a way to make it work. Simply set up your credentials by setting up a user and password setting that has access to the SQL database. Next, clean up your existing reports and convert them to a format that is compatible with Epicor® 10.
This may involve rearranging the tables or altering formulas. Next, make sure the reports are pointed to Epicor® 10 database tables and Menu Maintenance.
If you need help converting your Crystal Reports to a format Epicor® 10 can use or are interested in converting to SSRS reports entirely, all you need to do is contact PracticalTek. Our trained Epicor® SSRS report builders can convert your old reports and get you started with Epicor® 10 SSRS reporting.
Experienced Epicor® SSRS Report Builders
PracticalTek has extensive experience in creating customized Epicor® 10 SSRS reports in a wide range of styles and formats. Examples of the many types of reports we can build for your company include:
  • Bill of Materials Single-Level Cost
  • Capacity Planning by Resource Group
  • Goods Received Note
  • Job Historical Review Report Un-Suppressed Details
  • Labor Edit Report
  • Negative On-Hand Quantity
  • On-Time Delivery Performance Report Un-Suppressed
  • On-Time Delivery Performance Graph
  • Purchase Order Lines by Vendor
  • Production Hours by Project
Learn More About Our SSRS Reporting Services
PracticalTek will be more than happy to work with your team to customize your ERP reporting software. All we want is to help you and your employees succeed with a system that will work with you, not against you.
Learn more about the many ways in which our Epicor® SSRS reporting services can improve your company’s operating efficiency and help you maximize your investment.
PTS has created numerous SSRS Reports® for Epicor®. We have created many different styles of SSRS Reports®, including BAQ SSRS, Out-of-the-Box, and SQL Based. Below are a few examples of different SSRS reports that we have created.
Bill of Material Single Level Cost
Test1
Capacity Planning by Resource Group
CAP PLAN
Good Received Note
GRN
Fabric Repair Hours
FRH
Job Historical Review Report Un-Suppressed Details
JHR
Labor Edit Report
LER
Negative On Hand Qty
NOHQ
On Hand Qty by Location w/ or w/o Primary Bin
OOHQBL
On Time Delivery Performance Report Un-Suppressed
OTD
On Time Delivery Performance Graph
OTDG
Order Ship Address
Order Ship Address
PO Lines by Vendors
POL
Production Hours by Project
PH 1
Safety Stock Analysis Export to Excel
SSAE
Shipments by Country by Date Range
SBC
Shipments KPI
ShipmentsKPI

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Learn More About Our SSRS Reporting Services
PracticalTek will be more than happy to work with your team to customize your ERP reporting software. All we want is to help you and your employees succeed with a system that will work with you, not against you.
Learn more about the many ways in which our Epicor® SSRS reporting services can improve your company’s operating efficiency and help you maximize your investment.