Create a baq containing the reports tables. This example uses baq aa-Test.



Executive Analysis->Business Activity Management->Setup->Business Activity Query->analyze->Test->Verify data meets report requirements.

Executive Analysis->Business Activity Management->General Operations->Baq Report Designer->File->New Report Definition->Report ID->Test->Baq ID->aa-Test->Crystal Report->Test.rpt

Executive Analysis->Business Activity Management->General Operations->Baq Report Designer->File->New->Option Field->JobMtl.JobNum->Actions->Generate Sample Data->Save Report Directory in message box

Executive Analysis->Business Activity Management->General Operations->Baq Report Designer->Actions->Baq report actions->Local Reports Directory->save for later

Start Crystal Reports->File->New->Blank Report->Database Expert->Create new connections->Ado.net->File Path->Enter sample Data directory from above->C:\_BAQ Reports\Reports\SampleData\Test_Data.xml

Crystal Reports->Database Expert->Report Dataset->Press >> to move dataset to right pane->OK->OK->Ignore message "Your current link configuration contains multiple starting points"

Crystal Reports->Field Explorer->Baq Report Result->Drag and drop fields into report detail section.

Crystal Reports->File->Save as->save into file path from above steps

Epicor->Executive Analysis->Business Activity Management->General Operations->Baq Report Designer->Actions->Deploy Baq Report->

Epicor->System Management->Security Maintenance->Menu Maintenance->Choose menu to add report->File->New Menu->MenuId->Use value similar to other menu items in same group->Program type->Baq Report->Report->Test->Save->close

Epicor->System Management->Security Maintenance->Menu Maintenance->Choose menu to add report->File->New Menu->MenuId->Use value similar to other menu items in same group->Program type->Baq Report->Report->Test->Save->close

Close epicor application and restart to load new menu item

Close epicor application and restart to load new menu item