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Epicor Kinetic Reports Help: BAQ, SSRS & Custom Reports

Unlock the power of Epicor Kinetic ERP with custom-built reporting solutions designed to help businesses streamline operations, improve financial clarity, and drive data-backed decisions. From BAQ reports to advanced SSRS reports, our team helps you create, customize, and manage every aspect of your reporting stack with accuracy, security, and efficiency.

Whether you’re a manufacturer looking to optimize production or a financial controller seeking cleaner reporting, we provide the tools and expertise to build smarter reports—tailored to your workflows.

ReportingGuru has been in business over 16 years, so we understand your industry, and the reports that are needed. We can help with the requirements and build the reports. We work as needed with no minimums and no retainer to help with your reporting needs. We don’t even ask for anything up front. Email, call, or fill out our contact form to speak with an architect.
Upgraded from Epicor 10 to Kinetic and had reports break? See our complete Epicor reporting guide for what typically goes wrong and how it gets fixed

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Excellent Communication and Top Tier Customer Service

With Report Development, one of the most important, but often overlooked, skills is Communication. Obviously it is necessary to have the required technical skills, but it is super important to have the necessary communication skills to gather the requirements and ask the right questions. Our team is 100% located in the US and has excellent communication skills. Without the communication barriers, we are able to meet with our clients as needed to help flush out any requirements or reporting obstacles smoothly and efficiently, which translates into saving our clients money. We’re proud of our team and how they interact and collaborate with our clients to build relationships and help meet all of their report development needs.

Top Customer Service

We always give same day responses to let our customers know when a report will be complete. This isn’t an extra charge; this is just how we do business by providing great Customer service.

We have a Project Manager that makes sure everything is going in the right direction. Our project manager will ensure that we get responses back to our clients to keep the ball rolling. And we ensure that reports are delivered on time to our customers.

We Believe in Great Communication

Our team members work 100% is the USA, and they are great communicators. At ReportingGuru, we understand that building reports is an iterative and collaborative experience. It’s imperative that our clients are able to relay requirements and the necessary feedback to our team and that we are able to understand and turn that around to deliver exactly what our clients are looking for. This may involve a phone call or a screen sharing session. For this reason, we hire report developers who really know how to talk to clients!

We Have worked with every industry

Every industry has different types of reports that are important to that specific industry. So, jumping in and understanding the business and having prior knowledge of the industry is important. Since we have been in business over 15 years, we have worked with almost every industry out there.

Our team members work 100% in the USA, and they are great communicators. At ReportingGuru, we understand that building reports is an iterative experience. For this reason, we hire report developers who really know how to talk to clients!

Financial Reporting

Maybe you need Balance Sheets, Income Statements, Aging Reports, Investor Packets, ETC.

Manufacturing Reports

Are there processes in your manufacturing process that can me improved with reporting?

Logistics and Distribution

Delivery management is information intense. Let ReportingGuru build our your logistics reports.

Medical Reporting

ReportingGuru can setup and build hospital and medical reports.

Insurance Reporting

Whether is it the statistical analysis or the compliance reporting, ReportingGuru can help.

Lots more Industries

We have worked with Farming, Poultry and Meat Processing, Sign Companies, Equipment Maintenance, Private Equity, Metal Recycling, Utility Companies, Home Builders, Retail Sales, Mining, Engineering, Law Home Sales, Waste Management ..ETC

You can expect the following:

ReportingGuru understands your business requirements
ReportingGuru helps make sense of your data with analysis
ReportingGuru helps build report and dashboard specifications if necessary
ReportingGuru sets up BIRT if necessary and optimizes if necessary
ReportingGuru writes the complex database reports and dashboards
ReportingGuru does the database programming if necessary
ReportingGuru integrates multiple applications or locations together if necessary
Use ReportingGuru On Demand - As Needed
No weekly or monthly hourly minimums - we only bill for the hours we work
No up front cost. We don't expect any prepayments for our work.

You Can Feel Confident That The Job Is Being Done Right Because of...

We're So Easy to Work With

We’re here to make your life easier. This means that we’ll tailor our services to your particular circumstances. For example, you don’t need an existing reporting system. If you have one, that’s great, but we’ll be happy to look at your needs and then design a system which is suitable. As well, we may recommend software platforms, but we’ll never try to sell them to you.

We actually know some programs which are free. We’re happy to share all of the knowledge and wisdom that we’ve gathered through the years with you and your team.

We specialize in report writing and database development and integration. We know how to extract information from every popular program out there. We’re also able to develop or integrate databases, with a mind to helping out clients reduce workloads at their workplaces.

For example, if you currently have staff members entering the same information in different databases, you’re wasting valuable time and money. When we create a database for you or perform software integration, your team members will only need to add information once!

All of our services are designed to lower your operating costs. When you use our company on an as-needed basis, you won't need to hire a full-time report developer to work at your place of business. Instead, you'll be able to get reports and related services when you need them and just pay as you go! It'll be way cheaper and you'll get reports which are custom and which are created by report developers who know everything about your particular software platform.

Talk To An Expert Today

As you can see, there’s no downside to hiring our company. You’ll get your reports and other services that you want, such as database integration, and you’ll pay less than you would if you had the same tasks performed by a full-time staff member at your workplace.

As well, you’ll access expertise from our team, as well as great communication.

We know that report creation is an iterative process and this is why our team members go out of their way to build strong bonds with clients. They talk and share information with them regularly, in a streamlined and efficient way.

To discuss your needs with us, just call or email (or fill out our convenient online form, on the right side of this Web page) in order to access caring advice from app and ERP report experts. We look forward to showing you just how affordable and accurate our reports and related services really are!

Epicor Kinetic Reporting Features We Support

We help you get the most from your Epicor Kinetic ERP by building reports that are accurate, insightful, and easy to use. Our services include:

Designing custom BAQ reports to match your workflow
Enhancing SSRS reports for financial, operational, and executive reporting
Structuring and maintaining your report data definitions (RDDs)
Adding intelligent filters and parameters
Automating reporting delivery through Epicor’s scheduling features

All solutions are built within your licensed instance of Epicor Kinetic, hosted on-premises or in the cloud.

Why BAQ Reports Are Essential for Everyday Users

We help you unlock the power of BAQ (Business Activity Query) reporting—ideal for non-technical users who want to generate actionable data without coding.

Our services help you:

Create custom BAQs from scratch or refine existing ones
Apply parameters to focus output based on location, customer, time period, or other metrics
Train internal users on how to safely build or modify their own BAQ queries
Ensure BAQs are compatible with BAQ Report Designer and downstream reporting tools

Our clients include manufacturers across Canada looking to improve reporting accuracy without relying heavily on IT or development teams.

Custom SSRS Report Development for Financial & Operational Clarity

If your reporting needs go beyond standard BAQ output, we specialize in creating SSRS (SQL Server Reporting Services) reports integrated with your Epicor Kinetic data.

We build SSRS reports that offer:

Executive-level visibility into financial performance
Print-ready formats for audits and compliance
Custom visualizations and layout enhancements
Full integration with your RDDs and BAQs

Need to tailor your reports for regulatory or bilingual presentation across provinces in US & Canada? We’ve got that covered too.

Report Data Definitions (RDD): The Backbone of Your Reports

An effective report data definition (RDD) is critical for getting the right data in the right format. We configure and troubleshoot RDDs to ensure your reports are pulling clean, structured, and compliant data.

Our RDD services include:

Mapping BAQ fields to SSRS datasets
Adding or modifying input fields and external data
Ensuring data accuracy across every report
Avoiding issues during Epicor upgrades or version changes

We work directly in your Epicor instance, so no third-party tools are required—just your existing platform and our expertise.

Add Powerful Filters and Parameters to Save Time

A well-built report isn’t just about the data—it’s about filtering and interacting with that data efficiently. We customize every report to include smart parameter fields that let your users generate exactly what they need—fast.

Examples:

Filter by customer, region, or date range
Create version-specific reports for compliance in both U.S. and Canada
Separate operational vs. financial summaries on the same dataset

This approach not only enhances efficiency but gives leadership the real-time insight they need.

Financial & Manufacturing Reports for Canada-Based Companies

We specialize in creating financial and manufacturing reports tailored for Canadian businesses using Epicor Kinetic ERP.

Popular reports include:

Profit & Loss, Budget Variance, General Ledger
Accounts Receivable/Payable Aging
Work Orders, BOM summaries, Resource Downtime
Inventory tracking and demand forecasts

Our goal is to help you meet reporting needs while ensuring alignment with Canadian tax, audit, and industry compliance standards.

Cloud-Ready Reports & Automation (On Your Instance)

Already on Epicor Kinetic Cloud? We can set up automated report delivery using your internal scheduler and permissions. No external plugins or software required.

We’ll help you:

Schedule recurring reports to email or shared drives
Configure user-level access and internal sharing
Save staff time on repetitive data exports
Reduce risk through automated version control and consistent reporting

We build the reporting logic; your system does the rest.

Support Beyond Reporting: Documentation, Training & Forums

In addition to building reports, we support your team through:

Internal documentation on report usage
Walkthroughs and training sessions for admins and end-users
Directing your team to Spiceworks Community and Epicor forums for additional support and updates

Being active in Epicor’s user communities helps you discover new tools, trends, and smart reporting solutions—especially for advanced users managing financial and manufacturing operations in Canada.

Who We Serve

Our Epicor reporting services are ideal for:

Mid-size to large manufacturers using Epicor Kinetic ERP
Financial teams seeking detailed, compliance-ready reports
Operations and inventory managers needing real-time visibility
Businesses that require localized reporting formats

All projects are performed remotely, securely, and within your Epicor environment. No software sales, no license fees—just focused reporting expertise.

Let’s Build Your Epicor Reports

We’re ready to support your team with high-performance Epicor Kinetic reports—without touching your licensing or ERP setup.

Our Promise:

We don’t sell software—we build reports inside your Epicor
You keep full ownership and control
Everything is customized to your industry, team, and regulatory needs

Ready to discuss your project?
Let’s explore your goals and show you how better reporting can drive smarter decisions.

Common Questions

1. What Makes Reporting in Epicor Kinetic So Powerful?

The Epicor Kinetic ERP platform is designed to simplify complex reporting tasks across departments. From financial summaries to production logs, users can generate data-rich reports that align with internal KPIs and external compliance.

Kinetic reports are customizable and support a wide array of report styles including SSRS reports, BAQ reports, and dashboards. With intuitive access to data, users can build reports without coding expertise, thanks to no-code interfaces. This feature is especially critical for manufacturers needing accurate, real-time insights to improve performance.

By providing a secure, centralized platform for report management, Epicor ensures that teams across Canada and globally have consistent access to critical business data.

2. What is BAQ and Why Should You Use It?

BAQ stands for Business Activity Query—a core tool within Epicor’s reporting ecosystem. It allows users to generate structured queries from various ERP tables, enabling dynamic report creation.

Here’s why you should consider BAQ:

It enables internal teams to pull data effortlessly without involving developers.
The BAQ Report Designer offers a visual, drag-and-drop interface for connecting tables and fields.
You can filter results based on parameters, which makes it easy to reuse the same query across multiple reports.

Manufacturers in Canada, for example, can use BAQ to gain visibility into inventory, supplier performance, and shipping lead times—all without writing SQL manually.

3. How to Create a Custom Report Using BAQ Report Designer

To create a report using the BAQ Report Designer, follow this general step-by-step guide:

Build your query:
- Select the fields you need from Epicor’s database.
- Use joins to associate related tables.
- Apply filters for relevant input conditions.
Define your report style:
- Choose between Classic or SSRS formats.
- Customize layout using the report designer screen.
Configure the Report Data Definition (RDD):
- This step maps BAQ output fields to the report layout.
- You can also add external data sources if needed.
Save and run the report to test the output.

With the BAQ Report Designer, users can go from scratch to production-ready reports without deep software coding knowledge.

4. Epicor SSRS Reports: Best Practices for Customization

SSRS reports (SQL Server Reporting Services) in Epicor offer deeper customization, especially when complex financial or manufacturing layouts are required.

Here’s how to get the most out of Epicor SSRS:

Start by exporting your RDD-based dataset into an SSRS-compatible file.
Use SSRS tools to tailor layout, colors, and graphs for stakeholder-friendly formats.
Link parameters like date range or customer to enable dynamic filtering.

For users in industries like manufacturing, SSRS reports help consolidate resource usage, cost tracking, and supplier management into a single, printable format—ideal for audit trails and decision-making.

5. Filtering Report Data: A Smart Way to Tailor Your Insights

Effective filtering is what transforms static reports into actionable insight. Whether you’re using BAQ or SSRS, applying parameters allows you to generate multiple views of the same data.

Examples of smart filters:

By customer or location (especially useful for businesses operating in both the U.S. and Canada)
By date range or status (e.g., open vs. closed invoices)
By resource usage or production line

Proper use of filters enables stakeholders to make strategic, data-driven decisions while reducing the clutter of unnecessary information.

6. How to Leverage Report Data Definitions (RDD)

The Report Data Definition (RDD) is the underlying framework that maps your report’s input to the Epicor database. Think of it as the engine behind your reporting process.

Why RDD matters:

It allows you to include internal and external data.
You can manage report styles, field relationships, and filters all in one place.
It integrates seamlessly with SSRS and BAQ Report Designer.

Use cases:

Adding a field for tax codes when building reports for Canada.
Creating combined datasets for production and shipping task overviews.

RDD is essential for ensuring accuracy, especially in financial and operational reporting.

7. Building Financial and Manufacturing Reports in Epicor Kinetic

Epicor Kinetic shines when it comes to financial and manufacturing reports. With dynamic tools like BAQ and SSRS, businesses can gain visibility into everything from order entry to invoicing.

Examples of financial reports:

Profit and Loss
General Ledger summaries
Customer aging reports

For manufacturing:

Resource usage and downtime
Bill of Materials analysis
Vendor performance metrics

These reports not only improve day-to-day decisions but also help ensure compliance with industry standards and tax requirements across Canada and the U.S.

8. Can You Run Reports Automatically in the Cloud Version?

Yes, Epicor Kinetic’s cloud version supports automated reporting. You can schedule reports to run at specific times, save them to a file location, or email them directly to stakeholders.

This functionality helps you:

Save time on repetitive tasks
Reduce errors by automating report generation
Improve communication across departments

Automation is especially helpful for recurring financial reviews or executive summaries that need to be delivered weekly or monthly without manual intervention.

9. Spiceworks Community & Forums: Where Users Share Reporting Hacks

For users looking to connect with others and get practical tips, the Spiceworks Community forum is a goldmine. You’ll find:

Discussions on best report formats
Tips on optimizing BAQ performance
Templates and downloadable SSRS examples

Whether you’re in Canada or anywhere globally, the forum provides global support, fostering a space where you can gain new skills, discover undocumented features, and solve unique ERP challenges.

10. How to Simplify Your Reporting Workflow and Save Time

To simplify your reporting process, consider these best practices:

Standardize report styles across departments.
Use templates for repeatable reports.
Assign a reporting resource or champion within each team.

Also, consider integrating BI tools to expand visualizations and interactive dashboards beyond static reports. These enhancements provide a more intuitive, actionable view of business data.

A smart, efficient report workflow doesn’t just support compliance—it helps you boost productivity, respond faster, and adapt quickly in changing markets.