I have created a new dataset for my job picklist. I now want to add that dataset to a new version of the report. I cannot seem to find where the dataset is. Thanks in advance for your help.

I don’t know. I used Report data def, copied job picklist to a new name, added some tables and relationships and saved it as type SQL Server Reporting Services. So now within Report Builder, I cannot browse and find the report.

The next step is to Copy Report Style in Report Style Maintenance. This will create the SSRS report in the Custom Reports folder that you are looking for. [image]

[image] randallweber: I used Report data def, copied job picklist to a new name, added some tables and relationships and saved it as type SQL Server Reporting Services. You should have left the RDD as type Base Definition. Then in Report Style, dup it like @bmgarver said, and change then RDD…

So far so good. But where do I define which fields I want from the linked tables. The new report runs fine without errors, but I cannot find where to choose fields from the new data definition.

You have to add them manually. For real. :scream: Search the online help for “Developing a Modified Version of an Epicor Shipped SSRS Report” It’s a step by step example. Specifically: [image]

[image] ckrusen: Developing a Modified Version of an Epicor Shipped SSRS Report GREAT! Exactly what I was looking for…

Well, that part would be easy if it was coming from the same table. Somewhere I have to create a join of the shiphead table in the expression? This is the part that is missing in the basic instructions.

No join needed in the report. Doing it in the RDD makes the ShipHead.TrackingNum a field in the ARForm data set in the report. Think of the RDD as a data view. It combines all those tables in the RDD into one dataset, named ARForm. Actually, several datasets but the others are “overhead” (Company…

Yes, I did all of that but added TrackingNumber - T1.TrackingNumber (not working) - is it supposed to be OrderDate?

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Epicor ERP 10

sweeti61 (cj) April 16, 2019, 8:39pm 14

Yes, that’s what I had already completed and then retraced my steps after your email. Should the Shiphead table be showing? I understand the full dataset concept. But then there is this post

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