CUSTOM REPORTS MADE EASY: HOW EPICFORCE TECH BUILDS CROSS-MODULE EPICOR REPORTS

Custom Reports Made Easy: How Epicforce Tech Builds Cross-Module Epicor Reports

Custom Reports Made Easy: How Epicforce Tech Builds Cross-Module Epicor Reports

Blog Article

Introduction: The Challenge of Reporting Across Epicor Modules

Epicor® ERP is packed with data. But for many organizations, that data is spread across multiple modules—Finance, Inventory, Manufacturing, CRM, and more. And when it comes time to generate a report that pulls from multiple sources, most users hit a wall.

That’s where Epicforce Tech comes in. Our team helps companies unlock their full ERP potential by designing custom, cross-module reports that are easy to use, visually clear, and built for real-world business decisions.

In this post, we’ll explore how Epicforce Tech simplifies complex Epicor reporting challenges—helping teams move from fragmented data views to unified, actionable insight.

Why Cross-Module Reporting Is Essential (But Often Overlooked)

Most default Epicor reports are module-specific. That means:

  • Finance reports don't talk to operations data

  • Inventory views don’t reflect sales performance

  • Manufacturing dashboards lack purchasing context

This separation creates blind spots and slows down decision-making. Cross-module reporting solves that by connecting the dots across departments and data sets—giving business leaders the full picture.

But building those reports isn’t simple. It requires:

  • Deep understanding of Epicor’s data structure

  • Experience with BAQs (Business Activity Queries)

  • Skill in linking tables across modules

  • A strategy to make complex data digestible

That’s exactly what Epicforce Tech delivers.

Epicforce Tech’s Approach to Cross-Module Report Building

We don’t just write queries—we solve business problems. Every report we build starts with a clear understanding of what decision needs to be made.

Here’s how our process works:

1. Requirements Gathering and Use Case Mapping

We start by asking:

  • What question should this report answer?

  • Who will use it, and how often?

  • Which modules contain the necessary data?

This step ensures we build the right report—not just another data dump.

???? Example:
A production manager needs a report that shows open jobs, tied to raw material availability and vendor delivery timelines. That pulls data from Job Management, Inventory, and Purchasing—a cross-module use case.

2. Data Source Identification and BAQ Development

Our team identifies and links relevant data tables across modules using:

  • Business Activity Queries (BAQs)

  • Subqueries and joins to merge data from different sources

  • Calculated fields to align data (e.g., unit conversions or timestamps)

We ensure:

  • Query performance is optimized

  • Duplicates and mismatches are eliminated

  • Joins reflect your unique ERP structure and business logic

3. Report Output Design and User Experience

Even the best data is useless if it’s hard to read.

Epicforce Tech designs reports that are:

  • Visually clean and logically structured

  • Grouped by business logic (e.g., by warehouse, customer, job number)

  • Equipped with filters, drill-downs, and export options

Whether it’s a Crystal Report, SSRS, or Epicor dashboard, we tailor the presentation to the user’s workflow.

4. Validation, Testing, and Refinement

Before final delivery, every report goes through:

  • Functional testing (does it pull the right data?)

  • User acceptance testing (is it easy to use?)

  • Performance testing (is it fast enough to run daily or hourly?)

We also compare against Excel exports or legacy reports to ensure accuracy.

5. Deployment and End-User Training

Once validated, we:

  • Deploy the report into your Epicor environment

  • Train end-users on how to filter, interpret, and use the report

  • Document key metrics and data sources for audit trail and compliance

We make sure your team doesn’t just have a report—they know how to use it to make smarter decisions.

Popular Cross-Module Reports We Help Build

Epicforce Tech has helped dozens of Epicor clients create reports that span multiple modules. Here are some examples:

Report Type Modules Involved Use Case
Job Cost vs Quote Variance Estimating, Production, Finance Analyze actual vs. planned margins
Inventory Valuation by Customer Demand Sales, Inventory, Forecasting Prioritize stock replenishment
Late PO Impact on Production Purchasing, Job Management, MRP Identify supplier issues causing delays
Cash Flow Forecasting AR, AP, GL Predict financial health and cash availability
Sales Performance by Product Category Sales, Inventory, CRM Inform product strategy and sales efforts

Each report is customized to reflect your data, your terminology, and your team’s real workflow.

Report Formats We Work With

Epicforce Tech supports cross-module reporting in all major Epicor-compatible formats:

  • BAQ Reports: Fast, internal Epicor reports for operational teams

  • SSRS (SQL Server Reporting Services): Flexible, powerful reports with tabular or chart-based output

  • Crystal Reports: Common in legacy Epicor deployments; suitable for formal print-outs

  • Epicor Dashboards: Interactive views with real-time filters and drilldowns

  • Excel/CSV Output: For finance or ops teams that need to manipulate data manually

We help you choose the right format for each audience and report type.

Customization Beyond Standard Reports

Epicforce Tech doesn’t just reformat existing reports—we:

  • Add dynamic parameters for user input

  • Introduce automated alerts or email triggers

  • Implement role-based access control

  • Integrate external data sources, where needed (e.g., shipping APIs or supplier databases)

  • Enable batch generation or scheduling for regular distribution

This turns your Epicor reporting engine into a real strategic asset.

How We Align Reporting With Your Business Goals

Every report we build is tied to a larger outcome:

  • Reduce waste

  • Improve visibility

  • Accelerate decision-making

  • Increase accuracy

  • Ensure compliance

We help organizations move away from firefighting with ad-hoc data—and toward proactive decision-making backed by accurate, unified information.

Case Study Snapshot: Accurate Job Costing Through Cross-Module Reporting

Problem:
A manufacturing firm had no reliable way to compare quoted vs. actual job costs across the business. Job overruns weren’t caught until after invoicing.

Solution by Epicforce Tech:

  • Merged data from Estimating, Production, Labor, and AP modules

  • Created a real-time Job Cost Variance Report

  • Set up email alerts for jobs that exceeded 110% of budget

Result:

  • 35% drop in unplanned job cost overruns within 6 months

  • Finance and production teams aligned on profitability metrics

Why Choose Epicforce Tech for Epicor Reporting

What makes our reporting services unique?

✅ Epicor-Specific Expertise: We know the data schema inside and out
✅ Cross-Functional Thinking: We speak both tech and business fluently
✅ Custom-Tailored Workflows: Every report fits your team—not the other way around
✅ Ongoing Support and Iteration: Reporting needs evolve—we grow with you

We don’t just build reports. We solve reporting bottlenecks.

Final Thoughts: The Right Report Can Change the Way You Work

If your team spends more time pulling reports than using them—or worse, doesn’t trust the data—it’s time for a change. With the right partner, cross-module reporting in Epicor doesn’t have to be hard.

Epicforce Tech brings clarity to complexity. We help you build reports that reveal trends, connect departments, and lead to smarter decisions.

???? Let’s Simplify Complex Reporting—Together

If your Epicor reports aren’t telling the full story, it’s time to build ones that do. Connect with Epicforce Tech to design reports that bring clarity, accuracy, and cross-functional insight to your business.

???? info@epicforcetech.com
???? (888) 280-5585

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