Perfect! Thank you 
And I appreciate all of the suggestions, I’ll be sharing this thread with our bookkeeper.
That would be me. I’m the Epicor admin partly because I worked with Crystal Reports years ago. Started with learning how to modify Epicor’s SSRS reports, then moved on to BAQs. They’re great! Especially with Kinetic’s BAQ grids. Thanks to the helpful info from the community here, I even learned how to set up emailing an excel version out weekly. 