Seeking Feedback on Epicor's New Reporting Tool Plans?

Sure, we do create a specific Login and lock it down to the minimum that it needs:

Which I know is still not the most kosher, but is it egregious enough to tell the business they cannot have the feature they want?

My only argument here is there is often no actual alternative besides saying no to the request.

2 Likes

When the request from non-IT people is of a technical nature, I have less trouble saying, “Hang on. What’s the business problem we’re trying to solve? How can we get there in a way that is easy to maintain, keeps our Cyber Insurance less expensive, and doesn’t jeopardize our customer’s intellectual property? What amount of loss are you willing to accept with the requested solution? I mean, is a paper report our only option?”

1 Like

:clap: :clap: :clap:

1 Like

Exactly, I feel like there was an idea out there to add the ability to do this or add aliased tables that are repeats of tables already included in the RDD.

1 Like

I may be wrong on this, but I can’t think of an instance in which you can’t use the normal report data. Specially since they added BAQ RDDs

1 Like

Brain foggy… did they add the ability to put BAQs in out of the box RDDs?

1 Like

I haven’t tried since 24.x so I just tested in 25.1 and can’t add a BAQ to a copy of ARForm RDD.

1 Like

That or add a copy of a table in the RDD already as an alias (i.e. adding InvcDtl again or Customer, etc.)_

1 Like

Thanks for confirming that Randy.

1 Like

What I mean is @Randy, sometimes there are some linked tables in an RDD that are linked on a key in say, invcdtl, but I need them to be linked on a different table as well as that table. Maybe I am overthinking it, but that’s a common scenario I run up against.

1 Like

Looks like a no

1 Like

The combination of these two gaps is what drives people to hit the db directly. If you could add the same system table twice, and/or you could combine tables and baq data sources within a single rdd, there would never be any reason why you would NEED to hit the db. But unless you want to build system reports from scratch with a baq data source (and who has time for that, especially when its something super complicated like a traveler or invoice?) sometimes there really is no other choice.

I really hope Epicor has it in the roadmap to address this.

7 Likes

From your post to ceiling cat’s ears.

ceiling cat GIF

4 Likes

Right, I believe this has been the main driver of when we’ve hit the db directly. Things like needing to see subordinate Job information on a “parent” Job Traveler, etc. I don’t think we have any truly super critical needs but it comes up a lot in everyday requests.

3 Likes

Same here. Our needs are recursive Lot tracking page for the customer. Only solution I can think of is to pre-summarize in a higher record and then expand it in the report. :person_shrugging:

2 Likes

Hopefully Bold Reports offering will be full featured so you can combine any number of data sources including direct REST.

6 Likes

Adding some functionality context…

Documentation is here. They’re delightfully adequate! Surely Epicor docs will direct users to these docs. Maybe bookmark them just in case. :wink: There’s also a free trial if you want to take the future functionality for a spin.

WebAPI is a data connection option, if a supporting package is installed. Supporting HTTP calls comes with security and compliance considerations, proceed accordingly.

Anyhow, this is how talking to REST works in BoldReports.

Dunno if that’s relevant to RDL reporting though. BoldReport’s RDL compatibility cuts off at 2008 R2. Supporting web API as a data source would require extending RDL. But that could have happened? Maybe it’s spelled out in the docs, surely a free trial would answer these questions and more, I just haven’t had the time to dig that deep.

5 Likes

My understanding is Bold Reports calls everything ‘RDL reports’. they extend the RDL schema for things like webAPI without breaking compatibility using custom rd: namespaces. BR uses these, SSRS ignores them.

WebAPI is included with BR Embedded. Assuming Epicor is hosting the viewer & designer, it’s simply a nuget they would register if they want us able to use it.

Our hope is they don’t stunt the offering they embed so we get the full capabilities of BR with respect to mixing datasource types including at least Epicor webAPIs.

Shucks, why not even 3rd party REST. Its just JSON.

3 Likes

Looks like they have (2) options for trial.

2 Likes