Data Intelligence

Epicor Reporting & Analytics Services

Engineering custom SSRS forms, building interactive Power BI models, and configuring Epicor Data Analytics (EDA) for executive overview.

Business Intelligence

Turn Complex Database Rows Into Actionable Business Trends

Decentralized spreadsheets and paper reports prevent management from viewing real-time financial margins. I build integrated reporting systems that pull values dynamically from core ERP tables, exposing trends across shipping status, part sales, scrap ratios, and supplier delivery delays.

This ensures that your leadership team makes decisions based on real-time numbers, not estimated projections.

With offshore consulting operations in India, I help manufacturing entities in the UK, Europe, and India achieve clean SSRS templates and real-time business summaries.

SSRS Form Customization

Adapting layouts for Invoices, Purchase Orders, Packing Slips, and Job Traveler documents.

Power BI Dashboard Sync

Deploying secure REST OData connection feeds to query database rows without direct SQL connections.

Epicor Data Analytics (EDA)

Configuring custom analytics cubes to monitor year-over-year margins and production statistics.

Technical Deep Dive

SSRS Architecture & APR Routing

SQL Server Reporting Services (SSRS) handles standard customer documents in Epicor. When an operator triggers a print action, the system executes a **Report Data Definition (RDD)**, which pulls records from multiple tables into a temporary reporting database schema.

To build clean, upgrade-compatible layouts, I modify reports without altering standard RDD structures. By copying standard definitions to custom suffixes (e.g. ARForm_Custom) and editing the .rdl files inside SQL Server Report Builder, I add fields, adapt calculations, and integrate industry-standard barcode fonts (like Code 128 or DataMatrix).

For bulk document dispatching, I configure **Advanced Print Routing (APR)** parameters. This allows the system to automatically break a batch print (such as 500 invoices) by Customer ID, generate separate PDFs, and email each file to the customer's accounts payable inbox.

Power BI Connectivity via OData Feeds

Connecting Power BI to Epicor Cloud requires OData feeds rather than direct SQL links. We configure a secure BAQ in Epicor, filter the necessary columns, and expose it via the REST API Svc.

Inside Power BI, the OData connection uses standard credentials mapping, fetching data directly from the BAQ REST URL. This keeps the database secure, bypasses local firewalls, and allows executive dashboards to refresh automatically on a scheduled timer.

Hire an Independent Epicor Reporting Consultant for Custom SSRS & Power BI

Standard templates rarely cover the customized billing, shipping, and parts labeling requirements of enterprise clients. As an experienced Epicor ERP Consultant, I configure SSRS forms and design secure Power BI layouts that reflect the exact needs of your accounting and warehouse operations.

Furthermore, I optimize the underlying SQL Server queries, cleaning up nested loops and adding database indices to make sure reports generate in seconds, preventing system lockups during peak hours.

I regularly build custom SSRS reports and coordinate data feeds for clients across the UK, Germany, France, Netherlands, and India, bringing robust operational metrics to planning screens.

FAQ

Reporting & Analytics FAQs

Technical answers to Power BI connectivity, SSRS customizations, and EDA configurations.

Power BI connects directly to Epicor Kinetic Cloud or On-Premise environments using OData REST feed API endpoints. This pulls transactional metrics dynamically without running direct SQL database queries, ensuring cloud security policies are maintained.
Yes, I regularly customize standard SSRS layouts to add custom logos, barcode fonts, specialized invoice calculations, and tracking values, matching specific client formatting and shipping demands.
EDA is a cloud-based business intelligence tool that compiles historical data from multiple modules into trend analysis cubes for executives. Interactive dashboards, on the other hand, provide immediate, raw database grid results for floor operators handling active order lines.
APR is a module that allows automated distribution of SSRS reports. For example, it can automatically break a batch of customer invoices and email each PDF to the respective customer's accounts payable address, with custom email bodies and attachments.

Build High-Performance Reports Today

Speak directly with a senior reporting specialist to rebuild slow SQL queries, update SSRS layouts, or configure Power BI dashboards.