Dashboard Report

Epicor ERP 10
1

First off, are Crystal Reports still the only way to add reports to a dashboard? I’m on 10.2.300, but working on a solution for a user on 10.2.700 (SaaS based).

Following the ICE documentation for adding a report to a dashboard, you end upmaking a CR .rpt file from a query selected in your dashboard. But this only includes data from the BAQ selected.

Is there a way to make a BAQ report based on a different - but related - BAQ, and use that report with the dashboard’s native reporting functions?

For example, Say my dashboard has two Querys: Qry_OH (think OrderHed), and Qry_OD(think OrderDtl). Qry_OD is filtered based on which record is selected in Qry_OH.

When I select a row Qry_OH, only the records in Qry_OD show for the OrderNum in Qry_OH.

Now I want a report that shows Release info for the record selected in Qry_OD. But it looks like the report generated in the dashboard designer, will only have info from Qry_OD.

I can make a BAQ report that shows the Order Releases for a specified OrderNum & OrderLine. Any way to have that report run instead of the one that the dashboard builder created?

I can select my BAQ Report that I made, but it doesn’t connect to the dashboard. It just runs full open. Any easy way to have that BAQ report filtered based on the dashboard selection?

I could make a non-epicor CR rpt (one that directly queries the DB - via SQL or ODBC or something) with OrderNum and OrderLine as parameters. Then use that as a sub-report in the one that the dashboard builder made. Hollow out the dashboard builder made one, and have my sub-report take up the whole space, and get it’s parameters from the values passed via the dashboard.

Thoughts?

2

First off you can only have CR reports in a Dashboard.

BAQ report and Dashboard report are two different animals. They do not work together.

Dashboard report uses all the queries that are in the dashboard even if they are unrelated. Each query can be used to make a different report. Now these reports can be linked in CR if there is a common link and used as a subreport.

If these queries are unrelated each can be used to create a separate subreport and put in the footer of the main report. As a result they all show as one report in the Dashboard.

We have done quite a few dashboard reports like this. Now we are starting to convert them into SSRS since you can use more than one query in it now with E10.

Vinay Kamboj