Can't use new tables/fields in reports

Kinetic ERP
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1

Hi!
We’re in epicor implementation phase, I’m making reports we’ll be using.
All I want to add is bank account information from BankAcct table joined to customer, which is joined to orderhed.
The bank account info is chosen from the customer ‘preferredbank’. I can’t however see any mention of the bank part, anything I’ve added at all really, in any of the datasets in report builder.

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I have trailed through whatever I can online including epiusers, but cant find why I am unable to call from BankAct
I have no exclusions in bankacct table, mainly because it previously wouldn’t give me any proper table joins previously.

Here are the table joins:

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What I’m missing must be standard but is surely RDD related else it wouldn’t be regenerative right? I can’t get it to work following any previous threads
Thanks

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A few things come to mind that you can review and verify…

First, when I add relationships, and I want to USE data from the added table, I will set the Relationship Type to “Output”, not “Definition Only”.

Secondly, you’ve added the tables to your RDD. But in the RDD, did you go into the Report Table / Detail and un-exclude the columns you want to use in your report? They will all be excluded by default.

Edit: Sorry you already verified that portion:

Thirdly, just adding the table to the RDD is not going to make the fields magically appear in your Report Builder RDL file. You have to manually add them to your dataset query AND add them as query fields.

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