Report Builder - Add a datasource

Kinetic ERP
,
1

Hi,

We are on the cloud, so in order to update SSRS reports, I just download and upload the files.

In report Builder, I am trying to add a field from a table that is not listed (CashBDtl). Where would you actually go to add new fields/tables?

I am just modifying the delivered BankReconEdit report and making a custom file, and want to include the CashBDtl.UserReference field. Only the CashBHed record is available in report builder.

Thanks in advance your help
Pete

image
image819×868 39.1 KB

2

Pete,

Do you have access to report style maintenance in epicor?

Every report runs off of data that is generated from a report data definition.

So first and foremost you have to make sure that the report data definition, defined on this report style, includes the CashBDtl table.

There are several links on this site showing people adding a table to a report data definition and then adding it to the report.

3

Thanks Utah - That helped. I do see the table/field in report definition and its tied to the correct Report style.
image

Its just in report builder , I only see the CashBHed table.

I’ll keep digging into it.

4

so now look at the dataset in the report builer.

Study the query closely.

You will see that it joins all or some of those tables together.

What you will need to do is determine how the cashbdtl table fits into your query and adjust it accordingly.

You may also wish to create a new dataset and write your own query depending on your intentions.

Let me know if you would like to connect to discuss it via teams or something.

2 Likes
5

Thanks Utah - think that gets me going! appreciate your help.

1 Like