I have a BAQ that is connected to a RDD (Report Data Definition) and a Report Style pulling that RDD.
I updated my BAQ to include some more things requested for my SSRS Report that is saved into the Report Style.
Now that I have added the columns to pull from the BAQ my SSRS report wont upload and errors out. Furthermore, when trying to sync to BAQ for my report style it is no longer working. I have also tried to just generate a new RDL from report style and it gives me the prompt and appears to go through but then when downloading it’s the same report I uploaded instead of generating a new one I can see what the datasets it wants it to be look like.
Any idea what I’m doing wrong?
Note: I have also attempted to manually add the datasets to the RDL SSRS report myself and it is not letting me upload. I assume it’s something wrong in that dataset, but I can’t confirm unless I see what report style generates.
Assuming you have an SSRS report (not a BAQ report) with a BAQ as source and it was working before, all you need is to update the report in SSRS.
You can let Epicor do this by going to the Report Style and pressing the Sync Dataset button (make sure you never use this option with Epicor standard SSRS reports).
Or you can do it manually if you have access to the SQL server and Report Builder: you first need to update the dataset’s SQL query and then add the fields you want to use in the dataset’s field list.
I have attempted to sync and sadly my company is utilizing cloud so I have no access to direct SQL Queries I can only use the BAQ report designer which I have updated and the BAQ has the proper data but for some reason the Report Style won’t generate a new report with the new column.
(The report I’m using is one I modified from the one that Epicor auto generates)
I’ve never used BAQ Reports, I went straight to SSRS from the start and I’m not sure if it is the same thing. Also, we’re on prem. I may be off, but I don’t think it needs to generate a new RDL, it just needs the source updated. And that is exactly what that Sync Dataset does.
When I’ve done BAQ Reports, if you make a change in the query AFTER the SSRS report has been created, you have to recreate the whole SSRS report as it doesn’t have the DB connections built within the string. I believe there’s a way to update the connection string within Report Designer by right-clicking on the dataset and going into the properties.
I found it easier to create a new SSRS report but I didn’t have much going on in my report where trashing it wasn’t a huge deal.
I have tried syncing and I am just wanting it to create a new one so I can see what it labels the parameters as and the random datasets it makes for it to go to where it needs to. I have manually added the objects before but this time its acting funny when I try to do that and not allowing for that.
This is not a BAQ Report where you make the report straight from the baq it is using the report style for creating the report since this will end up being a menu item.
I have a BAQ that is connected to a RDD (Report Data Definition) and a Report Style pulling that RDD
This is not a BAQ Report where you make the report straight from the baq it is using the report style for creating the report since this will end up being a menu item.
I’m not sure what you mean by it’s not a BAQ report. If you used a BAQ to get data, it’s a BAQ report? The underlying RDL is using a BAQ to accumulate the data from the database. Once that changes, the connection string on the SSRS report doesn’t update automatically. There’s a way to type it in but I haven’t been able to get it to work personally.
Now that I have added the columns to pull from the BAQ my SSRS report wont upload and errors out.
This leads me to believe that you altered the BAQ after creating the SSRS report which won’t get the new query.
I have also tried to just generate a new RDL from report style and it gives me the prompt and appears to go through but then when downloading it’s the same report I uploaded
I think this is due to the fact that you didn’t change the file path when you uploaded via Report Style. When you uploaded, you replaced the default file that is generated for that report with the report you styled. When I download a report from Report Style, I download as normal but then change the file name
Default file
Updated
Once I downloaded the SSRS file, I renamed it on Epicor and then renamed the physical file to match. Then when I upload, it goes to the named location I gave and not the default.
I also checked out your previous history and I’m not sure why you chose to you Report Style for the report. There’s a process to handle all of it within the BAQ Report Designer module. I only use Report Style to alter or change reports that are canned Epicor reports. If I’m creating a report, I use BAQs and pull them into BAQ Report Designer, download the SSRS there, make modification, and re-upload. The RDDs in the Report Style add a layer of complexity that’s not beneficial for BAQ reports.
The reasoning that at least I’m understanding is in the BAQ Report Builder instead of Report Style is that I also need to allow for these to be scheduled and have a drop-down parameter.
If these things are possible within the BAQ Report Builder and not have to make it a dashboard I’d love to learn how to. I am currently uploading updates to the SSRS, but I guess that makes sense the Report Style only updating properly with the BAQ the first time it’s made if I am understanding you correctly.
This is something I’m newer too and I am used to having on prem access and getting to run the query all I want in SSMS and just using Visual Studio to live test until it fully gets uploaded and pushed up. So, it may also be me being used to having full freedom of report building and querying and I’m trying to make Epicor do something it’s not able to possibly?
I’m not on-prem, we’re cloud. I’m not sure how much of the process is different but to schedule the report, You’d/I’d use the System Agent which is a completely different module. That’s done after report creation of course. As for parameters, there options to set those up within the BAQ Report Designer menu:
I’m not a pro on setting those up but there’s plenty of information on this forum regarding that.
I guess there is something specific about setting parameters up but I’ve never had to do this. I’ve only used options and filtering by internal records rather than input. I left the above still so you also know that mostly everything can be setup in BAQ Report Designer.
Stepping in to clarify the confusing terms “BAQ Report” and a “Report with a BAQ”
If you use the BAQ report designer it is a BAQ Report. It does all the BAQ Reporty stuff for you RDD, Report Style etc.
If you create an RDD and a BAQ as a data source and then create a Report style to use the Created RDD then Create the SSRS report from the standard template (which is automatically installed when Kinetic is installed). Some times have heard it called a “Dynamic BAQ Report” although the help does not seem to mention that term in the help it does talk about BAQ/EI Reports though, once again it depends on what help you are looking at Classic vs Kinetic
Kinetic Help mentions:
Creating SSRS Reports Using Business Activity Queries (BAQs)
Classic Help mentions:
BAQ/EI Reports and custom BAQ report
Which ever way you create a report from a BAQ, just let’s not forget there are two different ways.
I have always found the custom BAQ report a quick way to generate a list.
