How To Customize a Report Style and RDD in Epicor Kinetic

Learn how to create a new Report Style and modify its Report Data Definition (RDD) in Epicor Kinetic. In this walkthrough, Gerardo Andrade explains how report generation works and demonstrates how to duplicate an existing Report Style, create a custom RDD, make an excluded field available, modify the report in Microsoft Report Builder, and upload the updated SSRS report to Kinetic. If you’d like more information on these topics, reach out to us at https://www.mayantechs.com/lets-talk. Chapters: 0:00 Introduction 0:24 How report generation works 1:50 Report customization overview 2:10 Creating a new Report Style 4:02 Downloading the SSRS report 4:40 Editing the report in Report Builder 5:02 Identifying the field to add 5:37 Previewing the original report 6:20 Reviewing and duplicating the RDD 6:58 Making the new field available 7:46 Modifying the RDL 8:35 Adding the field to the report 9:07 Uploading the updated SSRS report 9:50 Testing the customized report Don't forget to subscribe to our channel for more expert-led content on ERP solutions, and be sure to connect with us on social media: 🔹LinkedIn:   / mayantechs   🔹Facebook:   / 318800254967754   🔹X (Twitter):   / mayantechs   🔹Instagram:   / mayantechnologies   For more information about us, visit our website: https://www.mayantechs.com. Thank you for watching! Stay tuned for more valuable content.