SSRS: Adding a bespoke .rdl to menu maintenance

Hi everyone, happy Friday :waving_hand:

I’m hoping someone might be able to help me with an SSRS printing issue I’m working through.

I’ve set up my first bespoke label using SSRS, that is now ready for testing :crossed_fingers: I’ve set up the report style / RDD, and the label has 1 parameter which is JobNum. I’m now looking to add this label to Menu Maintenance, does anyone know how I might go about doing that please?

Thanks so much in advance for the help and support from this community as always!

It looks like you have it mostly correct. I would make sure the program type is set to kinetic app. Set then you wont have a classic program box, it will just be a kinetic application box. make sure it links to the right report. Then close/open kinetic to refresh. At least close/reopen the browser tab. You don’t necessarily have to logout/in.

One last thing, you name contains a bunch of spaces, which might make it harder to find.
Good luck!

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@mto29 you need to change the program type (circled in green_ to “kinetic app” and then you need to make the “kinetic application” (circled in red) the file for your report.

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Something like this:

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That’s great thank you so much both for your help! :slight_smile:

I’ve just started to make these adjustments and am a bit stuck on the Kinetic application section. How do I generate a program path please?

So far I’ve created

  • Report Style
  • Report Data Definition
  • Created a blank .rdl on SSRS/Report Builder, now named at KitLabel_TT with the relevant fields.
  • I’ve stored it in reports/CustomReports/KittingLabels/KitLabel_TT

Go to the overflow menu in report style maintenance and choose “preview application”

Thanks Utah, here are the options I have available

I try Generate Form and get the below error:

Business Layer Exception

Cannot generate the Kinetic Dynamic Report because there is no style that references a Report Data Definition.

Error Detail
============
Description: Cannot generate the Kinetic Dynamic Report because there is no style that references a Report Data Definition.
Program: Ice.Services.BO.Report.dll
Method: GenerateReportParamsScreen
Table: undefined
Field: undefined

Is that an actual report data definition?

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Did you upload your style after you saved it?

Aha, thank you! I think this is the missing step. I haven’t done this.

So I’ve downloaded the .rdl file and moved into a Zip folder

When I try to upload, I get this error

Is there a way from report builder or alternative way to upload this rdl file please? :slight_smile:

do not put the rdl in a zip folder. Leave it in the location that Epicor put it when you downloaded the report style. I have the customreports folder on my desktop, so when I want to upload a report, I point right to the actual RDL.

Ah ok, thanks, so is the correct process to

  • Create a Data Defitintion
  • Create new report style
  • Go to overflow menu then create SSRS Report? Which then creates the structure?

I think here is where I’ve missed a step, because I’ve headed over to Report Builder, built an .RDL from scratch/blank template. And now I’m trying to link it back to the report style to be able to Generate Form and that seems to be where the disconnect is.

  1. Build your RDD, or your BAQ to feed the report.
  2. Create a report style in Report Style Editor. You can’t see it or do anything here. You have to download the style, and edit it locally with Report Builder.
  3. Save your edited report in report builder, dont change the filenames or locations.
  4. Upload the style in Report Style editor and point to the style you just edited and saved.
  5. Generate the Kinetic application by going to the overflow and Generate Form. That should generate the actual report you need to put in the menu.

Nate,

I think between steps 1 and 2 where you say “download the report style” I’m pretty sure @mto29 has to click “create SSRS Report” so that they can then download it… is that right?

Then when you download it @mto29 the dataset is already in the .rdl and you can proceed to laying out the data and the fields as you did prematurely before.

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Yes! You have to “Create SSRS Report” before trying to download it. :slight_smile:

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Thanks both!! :slight_smile:

I’ve changed approach with this, and have tried creating a BAQ dataset as I keep getting the below error when selecting ‘Create SSRS Report’

First time creating a BAQ dataset also, so just wondered if I’m missing something from the below please?

As I get a blank error when I try to ‘Create SSRS Report’ doing it this way

It may be the underscore you have in the title of the report and/or the underscores that you have in the BAQ name.

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That was the issue! Thanks so much both!! :smiley:

Classic

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Sorry just to add on to this… something I overlooked is parameters. I’ve already done the above steps of creating the SSRS report and have since added a parameter into the BAQ. Do you know how I would get this to prompt when running the report please?