In the fast-paced world of enterprise operations, data is more than just numbers—it’s the lifeblood of every strategic decision. Yet, too often, businesses struggle with disconnected data, clunky reports, or underutilized tools that limit the insights Epicor® can provide.
That’s where Epicforce Tech comes in—not to sell you more, but to help you get more from what you already have.
Whether you’re using Epicor® Kinetic, Epicor® ERP 10, or planning an upgrade, we help clients transform their reporting systems from confusing to crystal clear—without complexity, without compromises.
Why Reporting in Epicor® Matters More Than Ever
Most businesses today don’t suffer from a lack of data. They suffer from a lack of actionable visibility. Epicor® provides a powerful reporting backbone, but many organizations:
- Underutilize built-in tools like BAQs, SSRS, and Dashboards
- Fail to align reporting with business goals
- Struggle with fragmented reports across departments
The result? Lost time, bad decisions, and missed opportunities.
At Epicforce Tech, we help you unlock better business insights by cleaning up, customizing, and optimizing your Epicor® reporting stack.
What Makes Epicor® Reporting Powerful—When Set Up Right
Epicor® offers a variety of native tools, each with strengths:
1. Business Activity Queries (BAQs)
- Core to data extraction and dashboarding
- Custom BAQs can power smart alerts, automations, and data visualizations
- Often misunderstood or left unused due to lack of training
2. SSRS Reports
- Offers rich formatting and printable layouts
- Ideal for financial reporting, operations summaries, shipping docs
- Highly customizable but requires thoughtful design to avoid clutter
3. Dashboards
- The go-to for daily visibility across departments
- Interactive, real-time, and user-friendly—but need clean BAQs and good UX
When these tools are connected, aligned with KPIs, and structured around your business flow, they become a strategic asset instead of a technical burden.
The Common Reporting Pitfalls Businesses Face
Most reporting issues we encounter fall into a few buckets:
| Problem | Impact |
|---|---|
| Outdated BAQs | Incorrect/incomplete data in dashboards |
| Poor SSRS design | Users stop using reports altogether |
| Department silos | No unified data view |
| Manual reporting workarounds | Time wasted, error-prone processes |
| Lack of training | Tools exist, but no one knows how to use them |
Epicforce Tech specializes in solving these problems at the root—not with more tools, but with better setup, structure, and support.
How Epicforce Tech Helps Unlock Business Insights with Epicor® Reporting
We don’t reinvent the wheel—we make it spin faster, smoother, and smarter. Here’s how:
1. Audit Your Existing Reports & BAQs
We begin by understanding:
- What reports exist
- Who uses them
- Which are trusted vs ignored
- What’s missing from your visibility stack
We map all reports and queries back to business processes, surfacing gaps and redundancies.
2. Redesign Reports to Be Action-Oriented
Instead of bloated PDFs or overcomplicated spreadsheets, we help you build reports that:
- Deliver only what’s needed
- Highlight exceptions or red flags
- Are visual, interactive, and role-specific
No more scrolling through pages—your team gets answers at a glance.
3. Create Unified Dashboards for Real-Time Ops Visibility
We build central dashboards for:
- Sales performance
- Production bottlenecks
- Inventory alerts
- Financial summaries
- Customer service metrics
All driven by clean BAQs and intuitive logic—no guesswork.
4. Train Teams to Use, Interpret, and Iterate
What good is a powerful report if no one knows how to use it?
We provide:
- Role-based training
- Documentation and walkthroughs
- Governance recommendations
So your team becomes self-sufficient, confident, and proactive.
5. Build Custom KPIs That Drive Real Action
Every business is different. We help define KPIs that:
- Align with your goals
- Encourage accountability
- Are measurable and trackable over time
We also integrate metrics with alerts or workflows using BPMs, emails, or push notifications—so you’re always ahead.
Real-World Reporting Use Cases We’ve Solved
Here are just a few examples of how Epicforce Tech has transformed reporting:
Manufacturing: Real-Time Production Tracking
- Built custom dashboards showing daily vs. target output
- Integrated machine data with operator performance
- Created automated downtime alerts and visual heatmaps
Finance: Month-End Close Accuracy
- Replaced manual Excel reports with a fully automated SSRS pack
- Integrated GL and AR aging for faster reconciliation
- Delivered drill-down capabilities to spot issues early
Sales: Pipeline & Forecasting
- Designed multi-source dashboards (CRM + ERP) for pipeline visibility
- Created custom quote aging reports to focus follow-ups
- Used conditional formatting to flag at-risk deals
These changes resulted in faster decisions, less rework, and improved trust in data—a game-changer across departments.
Epicor® Reporting: Tools vs. Outcomes
It’s not about what reporting tools you have—it’s about how you use them.
| Tool | Bad Outcome | Optimized Outcome |
|---|---|---|
| BAQ | Redundant queries, slow load times | Fast, lean queries that power dashboards |
| SSRS | Overdesigned, no one reads them | Clear, formatted, used in reviews |
| Dashboard | Confusing, ignored | Role-based, mobile-friendly, real-time |
| KPI | Vanity metrics | Actionable insights tied to goals |
Epicforce Tech helps businesses cross this chasm from clutter to clarity.
Are You Ready for Advanced Analytics?
Once your reporting foundation is solid, you can build upward with:
- Predictive analytics using AI/ML
- Data warehouse integrations
- Power BI or Tableau connectors
- API-powered insights in external portals
Epicor® can handle this—but only when the basics are done right. That’s where Epicforce Tech ensures your reporting doesn’t just look good, but sets you up for the future.
Epicor® Reporting Checklist: Is Your Setup Optimized?
Ask yourself:
- Are your reports aligned to business goals?
- Do users trust and use the data?
- Can leaders make decisions in real-time?
- Are dashboards intuitive and role-specific?
- Is reporting agile enough to evolve with change?
If the answer isn’t a confident yes, it’s time to optimize.
Let’s Turn Your Epicor® Reports into Business Advantage
Reporting shouldn’t be an afterthought—it should be your decision engine. With better insights, you unlock:
- Faster decisions
- Proactive planning
- Real operational visibility
- Higher productivity
At Epicforce Tech, we don’t sell software—we unlock the power of what you already have. Our team works hands-on with your processes, people, and priorities to ensure your Epicor® reporting stack works for you, not against you.
Ready to See What Your Data Is Truly Capable Of?
Let’s build reports that drive action—not confusion.
Reach out to Epicforce Tech today to schedule a reporting audit or dashboard revamp. Your business decisions will thank you.
Read More:
Beyond Standard Reporting: Custom Reports with Epicor Application Studio by Epicforce Tech
Epicor SSRS Reports: Streamlining Business Reporting for Efficiency and Insight
From Blank System to Functional ERP—How Epicforce Tech Guides Epicor® Success
How Epicforce Tech Simplifies Complex Epicor® Logic with Modular Customizations
From Blank System to Fully Functional—How We Guide Your Epicor Buildout
