SSRS Report uploading zipped to Cloud

Ew, Kinetic. Yep, no surprise there! Sorry overlooked that one. I will test now. If I don’t like it, I’ll open a Support Case.

Well I’ll be, they got this one documented and everything.

Designing the Report

The SSRS Report Designer is the Kinetic application you use to download the report .zip file. This .zip file contains the .rdl file that you open in your design tool.

  1. Review the report information on the Design and Test card.
  2. Select the Overflow menu and Download. The .zip file downloads to your local machine.
  3. Open the file in Microsoft™ SQL Server Report Builder™ or a similar SSRS report design tool.
  4. Make the changes you need to the report.
  5. When you finish, save the report as a .zip file.

So, yes, you need to DL them in ZIP and then put them back in as ZIP.

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:expressionless: meh. Classic is here to stay :smiley: because it just works.

Somehow it should download into the zip folder, save your changes in that same zip folder and upload it from that zip. It seems like you can’t save as in a zip folder?

Most Companies block .zip files so that will be definitely an extension that will cause some trouble with anyone using something like ZScaler.

But I recommend you use 7-zip https://www.7-zip.org/

It may contain sub-reports so it’s not always just one RDL. I guess I would download the ZIP, extract it, do the work, drag the files back into the ZIP, then upload it. :person_shrugging:

TBH, the download/upload folder was confusing until you just picked one folder and went with it…

Yes, it’s the extracting part of it that is more annoying now with zip where previously you could download, save and upload all in one location. Now you have to extract it and drag it back to the zip. Is this the new process with Kinetic? The issue I see is that whenever you need to download multiple report styles into the ‘report.zip’ it overrides the previous one so you only have one .zip folder with only one .rdl report…correct?

I imagine you can rename the file to whatever you want to prevent the overwriting. When you upload, just choose the file you want to upload. (PackSlip.zip for example)

Does generate for design not work anymore?

I believe the generate for design works with only BAQ Reports and not standard SSRS reports?

It works for ANY custom report including SSRS reports - its basically the only way I modify reports anymore. (But I’m on 2021.2 - that’s why I’m asking if they took that away in 2022. That would be really awful).

The generate for design is used to capture the GUID. I’m trying to download the .rdl file to modify it using the GUID but I believe this is not available for Cloud.

Unless the functionality is drastically changed in 2022, generate for design is the entire process, it is not just to capture the GUID. Have you tried these steps?
https://epiccare.epicor.com/epiccare?id=epiccare_kb_article&sys_id=49928dc3db41405c4e4aed72ca961952
Its KB0074883 if the link is bad.

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Generate for Design is still available and is also available for Cloud Customers. The Web UI was likely done to mimic how the Smart Client worked but the Smart Client could also do the Un-Zip. I will review as interactions with Desktop applications is not possible due to Browser sandbox limitations.

This might be another area for the Edge Agent…

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You can rename the zip file that gets downloaded to avoid overwriting and to keep zip files separate per report. Then after updating the SSRS you have to do a “Save As” and select the renamed zip file.

Not loving this…Kinetic doesn’t get any easier to sell :frowning_face:

Has anyone put a suggestion in Epicor Ideas yet to go back to Downloading and Uploading single files and not zip files?

Rich has mentioned they are looking into something above.

Okay, mine don’t download as a zip file but I am on the Cloud Kinetic Epicor.
1.Open up Report Style.
2. Select the Report ID you would like to work on
3. Select the style you want to download
4. Click on Actions > Download SSRS Report
5. Window pops up, you navigate to the local folder you want it downloaded to and it then downloads your .rdl files to the folder. It will put in the folder structure of whatever is shown in the Report location of Report Style Maintenance. (mine is reports/CustomReports/xxx) (xxx is the name of the .rdl report)
6. Find the files in the local folder you downloaded the .rdl to
7. Use report builder to make the necessary changes
8. Save the report to the local folder you downloaded the .rdl to.
9. Copy the reports/CustomReports/xxx to your C: drive making sure that the report you want to upload is the only report in the CustomReports folder.
10. Go back to the Report Style Maintenance and click on Action < Upload SSRS report and the changed report is automatically uploaded. You should get a success message.

Let me know if I have been doing this all wrong but it has worked for me!!

thanks,

Jill Schoedel

P.S. This is all done in the Classic environment. Sorry I forgot to mention that.

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Yes, that makes sense.

But can you imagine if any browser allowed a website to download a zip-file and unzip it?! Yikes!

:scream:

Are you seeing the same issue if you do it in Kinetic?