Epicor® ERP offers a powerful reporting engine that helps businesses generate the insights they need to manage operations, optimize processes, and drive growth. But using Epicor®'s reporting tools to their full potential often requires a deep understanding of how data flows, how queries are built, and how custom reports are created, deployed, and maintained.
That’s where many organizations hit a wall.
Standard reports might work in the short term, but every business eventually needs customized, role-specific, real-time reports that fit their workflows. And navigating the complexity of BAQs, SSRS, RDL files, and data models in Epicor® isn’t always straightforward.
That’s where Epicforce Tech makes the difference.
We’re not just Epicor® ERP experts—we’re your reporting optimization partners, offering consulting, training, and custom development to help you take full control of your ERP data.
In this post, we’ll explore how Epicforce Tech helps you master Epicor® custom reporting so your team can stop guessing and start knowing—with data that works the way you do.
Why Custom Reporting Is a Game-Changer in Epicor® ERP
Out-of-the-box reports in Epicor® can give you a baseline view of transactions, production, sales, or inventory. But growing organizations often find themselves needing:
- Modified layouts for customer invoices or POs
- Role-based dashboards for better visibility
- Cross-functional reporting (e.g., sales + inventory)
- Real-time decision support across locations
- KPIs based on custom fields or business logic
???? Fact: Over 60% of ERP users rely on Excel exports due to limitations in standard reports. (Source: TEC)
The problem isn’t that Epicor® can’t deliver—it’s that it needs to be tailored. And that’s where Epicforce Tech comes in.
Common Reporting Challenges in Epicor®
Even experienced Epicor® users face these roadblocks:
- Limited knowledge of BAQ (Business Activity Query) builder
- Difficulty customizing SSRS layouts
- Performance issues in complex reports
- No central ownership of reporting strategy
- Lack of user training on building or running custom reports
Without expert support, users often revert to:
- Manual spreadsheet manipulation
- Data dumps from multiple sources
- Delayed decision-making due to report backlogs
That’s why organizations need a structured approach to mastering reporting—and a trusted team to guide it.
How Epicforce Tech Helps You Master Custom Reporting
✅ 1. Full Reporting System Audit
Before we build or fix anything, we start by understanding what you have.
Our team conducts a reporting audit that reviews:
- Existing BAQs and dashboards
- RDL/SSRS reports and layouts
- Query performance and structure
- Data source mapping and joins
- Report usage (frequency, users, pain points)
We document what’s working, what’s slowing your team down, and what’s missing.
✅ 2. Custom Report Development (SSRS, BAQ, Dashboards)
Our consultants specialize in building and optimizing:
- BAQs (Business Activity Queries) – the foundation for real-time insights
- SSRS Reports – highly formatted reports with logos, headers, and branded output
- Dashboards – user-specific views for operations, finance, sales, and inventory
- Scheduled reports – emailed automatically to users or stakeholders
- Mobile-ready reports – for teams on the floor or in the field
Whether you need new reports or want to optimize legacy ones, Epicforce Tech delivers clean, fast, and user-ready outputs.
✅ 3. Performance Tuning and Optimization
Slow reports = lost productivity.
We optimize performance by:
- Simplifying overly complex queries
- Indexing data sources properly
- Caching frequently used results
- Reducing unnecessary joins or subqueries
- Organizing BAQs by security roles and data relevance
This ensures your team spends more time using reports—and less time waiting for them to load.
✅ 4. Report Training for End Users and Admins
Custom reporting isn’t just about development—it’s about empowerment.
Epicforce Tech offers tailored training programs to help your users:
- Build BAQs confidently
- Modify or clone existing reports
- Add custom fields to layouts
- Set up report subscriptions
- Understand performance implications of queries
We also support train-the-trainer models so your internal team can support users going forward.
✅ 5. Role-Based Reporting Strategy
One of the biggest sources of report clutter is giving everyone access to everything. We help define role-based report libraries, such as:
- Operations: Inventory movement, open POs, production exceptions
- Finance: Aged receivables, GL summaries, vendor balances
- Sales: Pipeline, forecast vs. actual, top customers
- Management: KPIs, profitability dashboards, SLA tracking
Each user sees what matters—nothing more, nothing less.
✅ 6. Report Governance and Version Control
Without structure, reporting environments quickly become messy. We implement governance policies that include:
- Naming conventions for reports and queries
- Change control processes
- Versioning and backups of RDL files
- Central documentation of report logic
This ensures consistency and avoids duplication or confusion across the organization.
✅ 7. Integration with Power BI and External Tools
Want to go beyond Epicor®'s native reporting tools?
Epicforce Tech helps clients connect Epicor® to Power BI, Excel-based dashboards, or third-party BI platforms. This includes:
- Data extraction via BAQs or REST APIs
- Data modeling for advanced analytics
- Visualizations that complement operational reports
Our team ensures your BI tools reflect real-time, reliable ERP data.
Real Client Success: Manufacturing Reporting Reimagined
A mid-size manufacturer was struggling with outdated sales reports and weekly Excel merges. Epicforce Tech provided:
- A full BAQ overhaul
- A new SSRS report suite (invoice, sales summary, order exceptions)
- Drill-down dashboards for sales managers
- Training for 12 users on building custom BAQs
- A Power BI integration for executive reporting
Result:
✅ Weekly report prep time dropped by 80%
✅ Managers began using real-time dashboards instead of exports
✅ User confidence and adoption surged in just 30 days
Why Epicforce Tech?
Here’s how we’re different:
| Capability | Epicforce Tech Advantage |
|---|---|
| Reporting Knowledge | Deep SSRS, BAQ, and Dashboard expertise |
| Customization Support | End-to-end report development and optimization |
| User Enablement | Training and documentation for long-term success |
| Speed & Performance | Focus on fast, reliable, role-based reporting |
| Strategic Vision | Helps align reporting with business goals |
We don’t just “build reports”—we build your reporting capability.
Conclusion: Reporting That Works for You—Not Against You
Epicor® ERP has powerful reporting tools. But without customization, performance tuning, and user empowerment, those tools often go underutilized.
Epicforce Tech brings the expertise, training, and hands-on development to help you build a reporting system that delivers clarity, speed, and value—across departments and roles.
Whether you need faster reports, better layouts, smarter dashboards, or confident users—we help you master it all.