Epicor SSRS Report Template Checklist (Free)

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10 critical items still open - these are the highest-risk gaps.

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Requirements and setup

Business owner, audience and delivery method (print, email, dashboard) are namedCRITICALExisting standard report checked first, so a copy is really neededReport ID, description and version note agreed using a naming conventionSource report style cloned instead of editing the standard oneCRITICALDeveloper works in the Test environment, not LiveCRITICALSample documents (long, short, multi page, foreign currency) identified for testing

Data definition

Report data definition created or cloned with only the tables neededCustom UD fields or BAQ joins added to the data definition and testedCRITICALReport data refreshed after any change to the data definitionCalculated fields moved into the data definition or BAQ where possibleRow counts compared between the report and the on screen documentCRITICALNulls and zero values handled so no blank labels appear

Layout and formatting

Page size, orientation and margins match the printer or PDF targetCompany logo and legal entity details come from data, not a fixed pictureHeader repeats on every page for multi page tablesLong descriptions wrap or can grow without overlapping the next rowCRITICALNumber, currency and date formats follow the site and customer localePage numbers use Page X of YSubtotals and totals reconcile to the transaction in the ERPCRITICAL

Parameters and runtime

Parameter defaults are sensible and do not run for all historyMandatory parameters are marked so the user cannot run an empty reportReport runs through the correct report style for each document typeRun time with a realistic data volume is acceptableCRITICALEmail and print routing tested if the report is sent automatically

Security and release

Menu or action access granted by security group, not to everyoneCRITICALNo sensitive costs or margins appear on customer facing outputCRITICALReport exported from Test and imported to Live through change controlPrinter or PDF output verified in Live with a real documentRollback plan: previous style kept and not deletedSupport notes and screenshots stored with the change record

Critical items should all be checked before release. Report builder screens and names vary by Kinetic version, so adapt wording to your environment.

Cut down on one-off report requests

Optional: see how a read-only ERP assistant can answer common questions without a new report each time.

Optional. The tool and every export work without this. No spam.

How to use the checklist

Work through the groups in order and tick items as you verify them. Export the completed list to PDF or Excel and attach it to the change request. The groups follow the real order of a report project: agree the requirement, shape the data, design the layout, test parameters and runtime, and then release with security in place. Items marked critical are the ones that most often cause an incident or a rework.

Where reports usually go wrong

Reports break on edge cases more than on the happy path. A line description longer than expected overlaps the next row, a foreign currency order shows the wrong symbol, or a document with fifty lines runs past one page and loses its header. Test with documents that are deliberately awkward: longest description, many lines, foreign currency, zero value lines and missing optional fields. Compare totals with the screen and with a BAQ, not by eye.

Test the longest description in your data
Test a multi page document
Test a foreign currency document
Test with a user who has limited security

Data definition discipline

The report data definition is the contract between Epicor and the layout. Keep it as small as the report needs, because every extra table slows down the run. Put joins, formulas and filters in the data definition or a BAQ, so the layout only formats. When you add custom fields, refresh the report data and confirm the field arrives with real values, not just the column name.

Security and promotion

A report copy often exposes more than the original, for example unit cost on a quote. Check what each audience sees. Promote through the same change control as any other change and keep the original style available so you can revert. Record who approved the output, as users will quote this version later.

Frequently Asked Questions

Should I edit the standard Epicor report style or copy it?

Copy it. Editing the standard style makes upgrades harder and removes your fallback. Clone the style with a new ID, change the copy, and keep the original available for comparison and rollback.

Why does my SSRS report show no data in Live?

Common causes are a report data definition not refreshed after a change, a parameter filter excluding all rows, missing security on the underlying tables, or a layout referencing a field that is empty in Live. Compare the data set in both environments.

Do I need a BAQ for an SSRS report?

Not always. Standard reports use their own data definitions, but a BAQ is a common way to add joins and calculated fields for a custom data source. Choose whichever keeps the logic in one tested place.

How do I check report totals are correct?

Compare the report total with the transaction on screen and with an independent BAQ or SQL query for the same document. Test at least one multi page and one foreign currency document, since totals often fail there first.

If report requests keep piling up, Netray can discuss a read-only assistant that answers common data questions directly from your ERP so fewer custom reports are needed.

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Epicor SSRS Report Template Checklist