I know there’s many ways to skin a cat, but what are few ways to accomplish the following. Note there are kind of two distinct tasks. Let me explain what I did in V8, and then I’ll open it up to for ways to do it better in E10. Need to query the APInvHed table and related tables. That data is t…

@Rich do you also need the Print Routing License in addition to the Compliance Reporting License? or is this another name for the so called “SSRS Print Routing / Advanced Routing”

@hkeric.wci - Nope, separate and different.

@ckrusen , what is the application you have in the image here? I have not been able to find the screen you’re on, but it looks like it could be helpful to me.

SSRS can export CSV on a schedule. [image]

[image] kylepbsps: SSRS can export CSV on a schedule. Don’t think you get here with cloud though. No access to SSMS. No access to File Shares - unless you use EpicorData or you’re @klincecum .

It looks like you’re cloud @jott , not knowing what you’re trying to do, you may want to consider this post. [image] REST API access to PartNum and PartDescription in Same Table?; SaaS Implementation Kinetic 202X I’d be interested to know if there is something not optimize…

I’m trying to send sales reports to external reps. I think I am going to have to use BAQ Report Designer. I’m just trying to figure out what screen he is on where you can choose to send excel data only. I’ve seen it before but am not able to find it currently. Basically trying to send this report w…

This will take a bit of setup, but I think you will find it worthwhile in the end. Make a parametric BAQ with the filters you need and make an excel workbook for each of your reps that has the BAQSvc call with applicable parameters. Send that out to each of your reps, and they can refresh it on dem…

I’m not totally against this idea myself, but I’ve been asked to do it via email. When dealing with this many external partners we want to stick with what they know. I just haven’t been able to find a way to pass a parameter to a baq report.

If this is a BAQ report and not a RDD with a report style, you can do this under the options tab. Use the Option Fields sheet to set up the main user input fields for the report. Option Fields display on the report window. They enable users to define the range of data that displays when the BAQ re…

"Best" way to export data on a schedule

Epicor ERP 10

Mark_Wonsil (Mark Wonsil) August 9, 2023, 2:51pm 53

It looks like you’re cloud @jott, not knowing what you’re trying to do, you may want to consider this post.