With the Kinetic Browser Only upon us, most whom I work with are on premis or very delayed flex. When running reports many are noticing that when the PDF renders and they go to save the file the filename is what appears to be the Report System Task GUID and not the Classic more Descriptive Filename…

As far as I know the only way to control the name of the pdf that is generated is by creating a routing rule (APR).

APR is my first answer like @aosemwengie1 said. Another option is a BPM that @klincecum made on Ice.BO.ReportMonitor.Update. [image] PO number doesn't match filename Kinetic ERP At one point @klincecum posted a Post-Processing BPM on Ice.BO.ReportMonitor.Update that would…

Yo, I made an idea for this- and I would hope it could be standard functionality and not something you had to do in APR. I see many here have created code to do it. Allow Custom SSRS PDF Name Generation | Epicor Ideas Portal

[image] utaylor: I made an idea for this Voted. [image] utaylor: I see many here have created code to do it. Can’t wait for Epicor on things like this. You’ll die waiting. Maybe this will come with Bold Reports though.

I agree, but there’s so many of us that wish the feature was there- which is why I put in an idea- to gather enough support that they’d prioritize it.

SSRS PDF Report Filenames

Kinetic ERP

chaddb (Chadd Blanchard) April 27, 2026, 1:41pm 3

APR is my first answer like @aosemwengie1 said. Another option is a BPM that @klincecum made on Ice.BO.ReportMonitor.Update.