Hi all, I’m new to this, and trying to design a BAQ report to email to our buyers weekly with past due PO’s. I’ve got the BAQ created and set up how I want it, but when I preview the report in the BAQ report designer, all I get is a blank report with headers.
How do I update this to show values from the created BAQ?
Any help is appreciated!
You need to install Microsoft SQL Server Report Builder 3.0.
Next you go to BAQ Report Designer >Actions > Download SSRS Report. Choose your desktop as the target. It will automatically create folders reports\CustomReports\ Navigate to here and open the rdl file that is your blank report.
To add data to the report it is easiest to add a tablix by wizard. Step through the wizard and move fields from the left side to the correct box on the right side. Most of the time you want all your fields in the far right bottom box. I generally turn off things like First() or Sum() when they get assigned automatically. IF you want your report to be grouped in any way, put the appropriate column in the left box on the bottom. Save your RDL file to the same location (overwrite).
Go back to BAQ Report Designer >Actions > Upload SSRS Report. Point to your desktop (not the custom reports folder, it will find that automatically). If you didn’t cause any errors in the RDL file, your report should upload correctly and give a confirmation. If you caused errors review the debug message to find out why.
Now you should be able to test your report and see the data in it.
Good luck!
Nate
What if the Download SSRS Report Action is not availabe to click? What am I missing?
User Account Security Maintenance > Load up your user, then look at Options. Make sure SSRS Report Designer is checked. While you are at it make sure you are a BAQ Advanced user, and BPM advanced user. You don’t need those for this case, but it could be helpful in the future.
Yes, they are familiar with buyer’s workbench. It is the ultimate goal to get them to utilize that correctly, but as of right now it’s a bit messy. We have a very small team of two buyers right now, and they prefer to be notified when something is past due. I’m not trying to promote poor practices, but we need to get a few things cleaned up before they can start utilizing this program properly.
Easy enough. The SSRS report designer field was not checked. Thank you!
Sure, we had the same thing with our buyers. And then they started to complain that we were sending a report of late items but between print time and when they got around to following up with the suppliers, some of those items were received. They would call the suppliers and ended up looking bad asking about delivered items. They’ll get there eventually. Maybe you can add to your report the tab on the workbench that shows what is due this week, so they are notified to follow up before they are late.
Makes sense. We’ve ran into similar issues with the current utilization of buyer’s workbench where the item is showing past due, but in reality it just hadn’t been received in the warehouse yet. So the buyers go to the vendor, the vendor says it’s delivered, and we look bad.
Yes, that is a bigger issue if receiving is done late since it shows up on both the report and the WB.
