⭐ Description

This detailed walkthrough provides a step-by-step guide to customizing reports in Epicor ERP 10.2.300, making it an invaluable resource for ERP administrators, power users, and technical consultants. Led by Dylan Anderson of Kodabears, the tutorial covers the full lifecycle of duplicating, modifying, and customizing Epicor SSRS reports, ensuring users can safely extend system reports without corrupting base definitions.

The training begins with creating a copy of the Report Data Definition (RDD), demonstrating best practices for selecting system-based definitions to ensure data completeness and compatibility. Users learn how to add new tables—such as the Part table—expose additional fields like Net Weight and Net Weight UOM, and manage field exclusions to cleanly integrate custom data elements.

The guide also explains how to build relationships between Epicor tables, emphasizing proper linking through shared keys (Company and PartNum) to avoid duplicate rows and maintain data integrity. Once the RDD updates are complete, the tutorial moves into Report Style maintenance, showing how to duplicate the system SSRS report style, update the data definition reference, sync the dataset, and prepare the customized report for final editing.

The final section demonstrates how to access and edit the customized SSRS report via SQL Server Reporting Services (SSRS), including navigating the report portal, locating custom report folders, and opening the master report in Report Builder for layout and field modifications.

By following this tutorial, Epicor users gain the skills necessary to tailor system reports, pull in new data fields, adjust labels, and build professional-grade output that meets business requirements—with no core code modifications and full upgrade compatibility. This is a must-watch for anyone responsible for Epicor report customization, SSRS development, or ERP data extension.

🔑 High-Value Keywords

• Epicor ERP 10.2.300 report customization

• Epicor report data definition tutorial

• Epicor RDD modification

• How to add tables to Epicor reports

• Epicor SSRS report customization

• Duplicate Epicor report style

• Sync SSRS dataset Epicor

• Epicor Part table fields

• Adding net weight to Epicor reports

• Epicor report builder tutorial

• Epicor custom report development

• Epicor report relationships

• Epicor table linking company partnum

• Modify Epicor sales order pick list

• Epicor system vs custom report definitions

• SSRS custom ERP reports

• SQL Server Reporting Services Epicor

• Epicor 10 report training

• Epicor technical customization guide

• Report data definition best practices

• Epicor report portal navigation

• Custom report folder Epicor

• Epicor SSRS master report editing

• Epicor power user training

• Epicor Kodabears tutorial