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Video Overview

Description

This step-by-step Epicor ERP training session walks you through creating a custom RDD (Report Data Definition) and SSRS report using multiple BAQs, filters, prompts, and criteria sets. The tutorial demonstrates how to build a report that displays open jobs and their demand links—including sales orders, target jobs, and stock/warehouse demand—using Epicor’s reporting tools.

You’ll learn how to construct and parameterize BAQs, use item-list parameters, configure date-range prompts, and avoid data duplication by separating JobHead and JobProd queries. The session covers the full workflow: creating BAQs, adding them to a new RDD, setting criteria sets, building prompts, creating filters, and linking data sources. It also explains how to generate a report style, assign the RDD, define report paths, add the report to the Epicor menu, and preview or refine the output in System Monitor.

Ideal for Epicor power users, analysts, and developers, this walkthrough gives clear foundational steps for building scalable, multi-source Epicor reports and lays the groundwork for more complex reporting, including job travelers and sub-reports.


Keyword List

  • Epicor RDD tutorial

  • Epicor Report Data Definition

  • Epicor BAQ training

  • Creating Epicor reports

  • Epicor SSRS report setup

  • Epicor open jobs report

  • Epicor job demand links

  • JobHead BAQ example

  • JobProd BAQ example

  • Epicor date range prompts

  • Epicor filter parameters

  • Item list parameter Epicor

  • Epicor custom report style

  • Epicor System Monitor report

  • Epicor report criteria set

  • Epicor criteria mapping

  • Epicor reporting tools

  • Epicor developer training

  • Building Epicor data sources

  • Epicor job traveler tutorial

  • Epicor education database examples

  • Multi-BAQ Epicor reports

  • Epicor subreport best practices

  • Epicor report menu setup

  • Epicor report path configuration

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