Epicor ERP 9 and Epicor ERP 10 provide a wide variety of Reporting options depending on the type of information, the interactivity needed and the capabilities of the report writing person.
Out of the box, all of the built in reports and forms are built using Microsoft SQL Server Reporting Services (SSRS). In Epicor ERP 9 they used Crystal Reports which can still be used as an option in Epicor ERP 10. These are typically used for all of the standard printed output such as Invoices, Orders, Aged Receivables Report etc.
Epicor also includes embedded Dashboard capability. Unlike SSRS, these views are real time and dynamics. They will update as data changes in the system while being viewed and you can drill down to all related documents in the system wherever you see a key field like a part number, invoice number customer number as so forth.
For financial reporting, typically things like Income Statements, Balance Sheets, Cash Flow Statements and more, Epicor offers two excellent tools. The first is Advanced Financial Reporter (AFR) which is a financial reporting dedicated report writer. It can be thought of as a more modern version of the well known FRx report writer. Something many in the industry don’t know, but Epicor was the original creator of FRx so they have deep experience in this field.
Epicor also offers XLConnect which is Epicor’s version of Biznet’s exciting reporting tool that embeds into Excel. This allows users (almost everybody) who are familiar with Excel to create powerful financial reports that can also be automatically distributed to users on a schedule. Optional content packs offer access to other data such as AP or AR as well.
Optionally Epicor offers Epicor Performance Management (EPM) which is a Business Intelligence tool that can also be embedded with Dashboards that allows for ‘big picture’ analysis such as sales growth analysis and other trends.
Clients First also offers our own QlikView for Epicor which uses our experience with QlikView, the worlds most popular in-memory business intelligence tool and with the database schema of Epicor to bring our clients unmatched analytical and business intelligence for premier executive reporting. Our skills with QlikView also allow us to aggregate data from non-epicor data sources such as legacy ERP systems, CRM systems and such so that you can get one high speed aggregated view of all company operations across all systems.
The most important decision is to use the right tool for the job. This will ensure you get the easiest, fastest and most flexible reporting for your needs.