Modifying Reports

Greetings.

I am having issues trying to modify the appearance of the standard quote form. Initially, I copied the standard report style and tried to make the changes I wanted in report builder and then import it back in.

This is pretty easy for doing something simple like adding our company logo. However, I wanted to change one of the fields to show the specific salesperson’s phone number instead of showing the company fax line. To do this, I figured I would have to change the report data definition, so I made a duplicate of the standard one (QuotForm) and tried to add a new table, but I can’t tell exactly which table I need or how to make the fields I need available when I’m editing in Report Builder (I am extremely new to Report Builder and its syntax, learning it on the fly).

I can’t even tell where the fields I am trying to change are coming from. The only place I can see the fax line coming from is the QSalesRP table, but the FaxNum field doesn’t appear in the list of fields to include/exclude.

If anyone has any tips or resources I can use to follow along step by step, that would be appreciated.

Edit: I am currently using “Epicor ERP SQL Server Reporting Services for Epicor ERP” user guide, but it is not terribly clear about how to add specific fields, or describing the syntax used in Report Builder

First off, it’s far from straight forward.

I believe the following would do what you want:

  1. Copy The QuotForm RDD to QuotForm_001

  2. Add the table SalesRep (File -> New -> New Table)

  3. Add new Table Relationship. Name it QSalesRepToSalesRep (File -> New -> New Relationship). Set the relationship fields as shown
    3.1 image

  4. Save the RDD

  5. Open the QuotForm RDL in SSRS Report Builder

  6. Save as to QuotForm-test

  7. close SSRS Report Builder

  8. Open Report QuotForm

  9. Create a new style, identical to the “Standard - SSRS” (the style num and description will have to be different)
    9.1 Change the DDR to QuotForm_001
    9.2 Change the Report Location to the file saved in step 6

  10. save the new style

  11. click the Sync Dataset button I NORMALLY AVOID EVER USING THIS!!! But is needed in this case.

  12. open the RDL created in step 6

the DataSet should now include the SalesRep fields.
image

2 Likes

Calvin,

Thank you for your reply! I always saw people on here saying NEVER mess with the Sync Dataset button so I never even though to use it.

I am having some issues with the steps you laid out in your response. After clicking the Sync Dataset button and opening the RDL, it still does not show the correct fields. It looks the same as it did on the standard report:

image

It show the SalesPerson dataset but it does not include OfficePhoneNum in the list. Is there some other step I am missing to actually indicate certain fields to be included?

NEVER MESS WITH THE SYNC DATASET is the right answer 99% of the time.

If you ever need to do it. definitely first backup the RDL (report file) you’re synching.

I didn’t mention that as the RDL the style pointed to was one you just made as a copy of the Standard - SSRS one.

The reason to not do it, is that it totally changes the structure of the dataset passed to the report.

Here’s the dataset from the original QuotForm RDL

image
(not shown, but the SalesPerson “table” only has 6 fields)

And here it is from the one after the synch

image
There’s a new Company table, and not shown, but the SalesPerson “table” has like 100 fields

Duly noted!

Also, I figured out my issue. I just had to re-download the report after the sync dataset. I was opening up the version I had saved locally, without any changes made.

Thanks so much for your input!

1 Like

Good afternoon gentlemen, Jrademacher is far ahead of myself! I just want to know how to add our logo to our reports/forms. I also need to know how to make each of our sites print out on the appropriate forms.