Epicor Advanced Financial Reporting User Guide Disclaimer This document and its contents, including the viewpoints, dates and functional content expressed herein are the proprietary copyrighted property of Epicor Software Corporation, are intended for informational purposes only and are believed to be accurate as of its date of publication However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor support representative, account manager and/or consulting personnel All information contained herein is subject to change 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that the software will be compliant and up to date with such changes All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document Epicor, Business Inspired and the Epicor logo are trademarks of Epicor Software Corporation, registered in the United States, certain other countries and/or the EU All other trademarks mentioned are the property of their respective owners Copyright © Epicor Software Corporation 2014 All rights reserved No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation 10 Revision: May 07, 2014 12:43 p.m Total pages: 255 sys.ditaval Epicor Advanced Financial Reporting User Guide Contents Contents Introduction Chapter 1: The Advanced Financial Reporting Environment .10 How AFR Works 10 Primary Environment Requirements 12 Network Servers 12 AFR Installation Options 12 Report Server 13 Logon Server 13 Financial Data Security Manager 13 Workstation Environments 13 Epicor Applications 14 Advanced Financial Reporting Applications 14 License Requester 14 Replication Monitor .15 Report Designer .15 AFR Report Server 16 Viewing Reports 17 Financial Data Security Manager 17 Report Layout and Formatting Tools .18 Microsoft SQL Server Report Builder 18 SQL Server BI Studio .20 Summary .20 Chapter 2: AFR Data Replication 21 AFR Replication Monitor 21 AFR Replication Monitor Installation .21 Granularity 22 Replication Types 22 Operational and Setup Tables .22 Daily Balances Aggregation 23 Using AFR Replication Monitor .24 Launch AFR Replication Monitor 25 Create Replication Tasks with AFR Replication Wizard 26 Select ERP Source 26 Select ERP Database 27 Select Companies and Books to Replicate 27 Set Company and Fiscal Year Granularity .28 Set Daily Balance Aggregation and Task Prefix .29 Review Tasks for Creation 31 Advanced Financial Reporting | 10 Contents Epicor Advanced Financial Reporting User Guide Enter Security Credentials and Create Tasks 33 Initialize Replication Tasks .34 Monitor and Change Replication Task Status 35 Summary .36 Chapter 3: Setup and Configuration 37 Configure Logon Server .37 Request License 41 Report Components Setup 42 Configure Report Designer 42 Create New Report Definition Database 43 Report Designer Settings .44 Summary .47 Chapter 4: Designer Settings and Tools .48 Report Designer Settings 48 General Settings 49 RDL Settings 51 Preview Settings 52 Default Formats 52 Export Report Elements 53 Import Report Elements .54 Import Management Reporter Reports 56 Import FRx Reports .57 Load Style Theme 58 Summary .59 Chapter 5: Row and Column Sets 60 The Epicor AFR Report Designer 60 Row Sets 60 Create a Row Set 61 Row Definitions 61 Use the List Sheet 61 Enter Row Definition Details 64 Create a Row Expression .66 Row Sum Type .68 Expression Row Type 69 Expression Syntax 72 Format Each Row 73 Row Set Drill-Down Reports 74 Set Up a Row Set Drill-Down Report 74 Individual Row Drill-Down Report 75 Row Set Versions 76 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Contents Create a Row Set Version 77 User-Defined Properties 78 Query 79 Create a User Property 79 Copy a Row Set 81 Copy and Paste Rows 83 Row Grouping 85 Renumber Rows 88 Row Set Wizard 90 Select Chart of Accounts .91 Set Partitions and Sections .92 Fill Sections 94 Set Row Formatting .96 Generate the Row Set 98 Column Sets 100 Create a Column Set 100 Establish Column Definitions .102 Create a Column 102 Unposted Balances .105 Set Column Numeric Format 106 Define Column Period/Date Filter 107 Report Parameters 108 Date Parameters 110 Define Column Account Filter .111 Define the Column Book Filter 113 Define the Budget Filter 116 Create a Column Expression 116 Row Properties .120 Cell Properties 121 Column Properties 121 Math, Constants, and Logical Parameters .122 References 123 Financial Data Fields .124 Dictionary Parameters 125 Column Expression Assistant .126 Generate Multiple User-Defined Columns 126 Select Fiscal Periods and Ranges 128 Select Fiscal Years 129 Review Columns 129 Generate Predefined Groups of Columns .131 Update Single Column 133 Launch Column Expression Assistant when Creating a New Column 136 Column Set Wizard .137 Copy the Column Set 140 Summary 142 Advanced Financial Reporting | 10 Contents Epicor Advanced Financial Reporting User Guide Chapter 6: Report Design 143 Reports 143 Create a Report 144 Column Sets .145 Report Parameters 146 Available Parameters 149 Presentation Options 149 Book Selection Type 151 Period and Date Range Selection Type 152 Simple Currency Conversions 153 Options 154 Body 157 Headers and Footers 159 Define the Report Header and Footer 159 Header Footer Expressions 160 Report Preview 161 Preview the Report .161 Reporting Trees 164 Create a Reporting Tree 165 Create a Node 166 Define Child Nodes 169 Parent and Child Node Logic .170 Copy a Reporting Tree 171 Reporting Tree Wizard 172 Final Data Results .175 Dictionaries 175 Create a Dictionary .175 Create a Definition .176 Copy a Dictionary .179 Report Security 180 Security Setup .180 Assign View Rights .180 Assign Edit Rights .181 Report Element Security 182 Assign Edit Security Rights on the Current Element 182 Copy a Report 183 Generate an RDL File 184 RDL Parameters 186 RDL Merge 187 Merge on Save Setting 188 Automatic Merge on Save 188 Manual Merge on Save .191 Save and Merge RDLs 194 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Contents Refresh the RDL List 195 Convert RDLs .195 Use the RDLs Sheet Functionality 196 Summary 197 Chapter 7: Report Layout 198 The AFR Report Project 198 Report Template Creation 198 Create a Report Template 199 Pre-Defined Reports 201 Microsoft Business Intelligence Studio 202 Report Items Design 204 Edit the Report Title 204 Add Text Boxes 206 Add a Company Parameter Box 206 Display the Modified Report 207 Data Regions .210 List Data Regions 210 Add a List 210 Add Text Boxes 213 Display the List Data Region 214 Changing RDL Project Properties 216 Deploy All RDL Files in the Project 217 Summary 218 Chapter 8: Report View and Use 219 The AFR Report Server .219 SSRS in AFR .220 SSRS Access Rights .221 Launch SQL Server Report Builder .222 Batch Report Schedule 223 Create Subscription in Reports .227 Report View .229 Navigate to the Report 229 Report Parameters 231 Modify Report Parameters 231 Modify Reports with Advanced Currency Conversion 232 Report Viewing Controls .234 Use Report Viewing Controls .235 Exporting Reports .235 Export a Report 235 Viewing AFR Reports in Excel .237 Generate a Report in Excel 238 Adjust Report Parameters 239 Advanced Financial Reporting | 10 Contents Epicor Advanced Financial Reporting User Guide Summary 241 Chapter 9: Financial Data Security .242 The AFR Financial Data Security Manager 242 Launch the AFR Financial Data Security Manager 242 Log on to the Financial Database 243 Upgrade a Financial Database .243 Navigation 244 Navigate in the Application 244 Security Levels 245 Account Sets 245 Create an Account Set 246 Account Masks 246 Create an Account Mask 246 Users and User Groups .248 Assign a User Permission to an Account Set 248 Activate AFR Financial Data Security 249 Refresh Security Settings .250 Summary 250 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Introduction | Introduction This user guide is a reference book that explores the Epicor Advanced Financial Reporting (AFR) applications The guide is aimed at use of the AFR application after installation, from preliminary configuration through report generation and viewing It begins by describing the various components that make up the AFR environment, including data replication, which is required to make your financial data available to AFR, and some basic setup steps to take when you first start using the AFR Report Designer The user guide then examines the elements that make up an AFR report definition: row sets, column sets, report parameters, reporting trees, drill-downs, and also looks at the expressions used to retrieve required data from you AFR financial database Learn how to generate RDL files and view reports in a web browser using Microsoft SQL Server Reporting Services (SSRS), or alternatively in Microsoft Excel The guide also touches on the third-party products you can use to fine tune your report layouts, such as Microsoft® Business Intelligence Development Studio and Microsoft® SQL Server® Report Builder Finally, the guide addresses how to set up data security and restrict access to confidential company financial data stored in AFR financial databases Advanced Financial Reporting | 10 Chapter | The Advanced Financial Reporting Environment Epicor Advanced Financial Reporting User Guide Chapter 1: The Advanced Financial Reporting Environment Epicor Advanced Financial Reporting, or AFR, is a complete toolset you use to create custom financial reports specific to the needs of your organization The reports you build will contain financial information from various sources you define - you can set up each report to pull information from one or multiple general ledger (GL) books across multiple companies, from multiple ERP systems, for example, Epicor ERP, Prophet 21, iScala Through the AFR toolset, you first link to a Microsoft® SQL Server® database instance that contains current, regularly refreshed GL data from your Epicor application This instance must be a replicated database, based on SQL Replication, set up through Epicor’s AFR Replication Monitor The AFR Report Designer is used to define the basic elements of the reports - row sets, column sets, report parameters, data filters, and formatting of the reports Each report row can also have additional drill-down reports defined for it this feature enables report rows to link to another report, for example a report with more detail Using the Report Designer, you can build report definitions, preview them to verify current data displays as expected, and upload Report Definition Language (RDL) files, which enable users to view reports in a web browser, via SQL Server Reporting Services (SSRS) Once you set up your report, you can further refine the look and feel in either Microsoft® Visual Studio® or Microsoft® SQL Server® Report Builder You can use these report layout and formatting tools to fine-tune the overall look of each financial report When you finish refining the layout of your financial reports, users can view them in a web browser or in Microsoft® Excel® Reports can be printed, or exported in various file formats, or you can schedule a batch of reports to be created at regular intervals Based on the report parameters you define in the report, users can filter data, or change the parameters to view different data, for example, change the report currency, change the report dates, or filter by GL accounts This chapter details the overall server environment you need to have in place before you can use the Epicor Advanced Financial Reporting toolset Besides the AFR applications and replication tools you install from Epicor, some Microsoft® applications are also required for your environment to work properly This chapter describes these applications and their purpose within the environment, so you can be more familiar with the required AFR elements How AFR Works Epicor Advanced Financial Reporting interacts with an Epicor application through a report server This server pulls the general ledger data from your active database to an AFR financial database via replication, and makes this data available for use within AFR You then create a report definition in the Report Designer This report definition accesses data replicated from the active Epicor financial database, selecting the data for display using the report structure and layout specifications defined on the report The following illustration describes the Epicor Advanced Financial Reporting process: Financial data is first pulled from the source ERP financial database(s) through SQL Replication tasks This data comes from various general ledger tables located within the financial database If your company uses 10 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Report View and Use | Chapter Summary Use the available settings and the management functions to configure and manage the AFR environment within SSRS Use these features to define security permissions for specific users, create folders to organize the reports, and upload report RDL files and data sources into specific folders Once you have configured the environment, users can access the report folders in a web browser, to generate the available advanced financial reports Each report displays on its own page Users can modify the parameters on the report and then refresh to display the changes The report page also contains navigation tools to help users locate a specific page or piece of data they want to view Users can also export the reports into several different file formats The report can then be opened in third-party applications, or hard copies can be printed The AFR ODBC Driver enables setup of a data link between Microsoft Excel and the AFR application, so you can view reports, update parameters, and format the report according to particular display requirements Advanced Financial Reporting | 10 241 Chapter | Financial Data Security Epicor Advanced Financial Reporting User Guide Chapter 9: Financial Data Security AFR Financial Data Security is a utility which can be used to restrict unauthorized access to confidential company financial data stored in AFR Financial Databases This confidential data is retrieved at report runtime to generate financial reports and present them to end users according to their security access rights Use this program to set up data security at the company, GL book, or account level You can define sets of financial accounts to be restricted within a book’s chart of accounts (COA), and determine which users or user groups will have rights to view the restricted data There are three basic elements to the program: • Account Masks – Expressions analogous to the AccountSum row type expressions defined in an account filter You can filter by GL account masks, GL account ranges, and COA categories • Account Sets – Used to group several account masks together • Users or User Groups – Used to grant access to the financial data at different levels Account Sets and Account Masks are set up at the chart of accounts (COA) level Books and companies for which a user does not have access not display for selection in the Report Designer's Expression Builder, nor in the report parameters A user can select a restricted company/book ID in the report parameters, but if they not have security rights, data for that company/book will not display If a user does not have rights to any of the company/book IDs entered in the report parameters, they will receive an error, and the report will not launch at all The AFR Financial Data Security Manager You create new data security settings and update existing restrictions using the AFR Financial Data Security Manager Through this separate AFR program, you create the account sets, account masks, and user or user group permissions that determine what financial data users can view in their reports These options are available to secure your financial data, but activating these features is not a requirement to use AFR The security settings are optional for use Launch the AFR Financial Data Security Manager When you launch the program, log on to your AFR Report Data database This is AFR financial database This database is not the same as the Report Definition database, which you log on to when you start the AFR Report Designer In comparison, in the AFR Report Designer, you select an AFR financial database in the Database field in the Tools > Settings > RDL and Preview windows Main Menu Path: Start > Epicor Software > Advanced Financial Reporting > AFR Financial Data Security Manager 242 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Financial Data Security | Chapter Log on to the Financial Database When you launch the program, the Log on to Report Data DB window displays In the SQL Server field, enter the SQL server address Select the Use Windows Credentials check box to use your network ID, or enter your User and Password Select a financial database from the Database drop-down list You can select to create a new, empty financial database Normally you have already set up the AFR financial database at the replication setup stage Click OK Upgrade a Financial Database If the financial database you are trying to log on to was created in an earlier AFR version, the warning message Financial database version is invalid displays The AFR Financial Data Security Manager will upgrade any existing financial database that is not on the same version as the AFR Financial Data Security Manager so the program version matches the financial database being used If you not want to upgrade this financial database, click No Instead, you can create a new financial database when you log on, or you can the same in AFR Report Designer If you decide to create a new financial database, you will need to configure replication to replicate financial data to the new database If you want to upgrade the existing database, click Yes After conversion, you are logged on to the database Advanced Financial Reporting | 10 243 Chapter | Financial Data Security Epicor Advanced Financial Reporting User Guide You are now ready to enter account sets, account masks, and users or user groups But first, get familiar with the main screen in the Financial Data Security Manager Navigation Once you log on to a financial database, the AFR Financial Data Security Manager launches The Financial DBs tree displays all the companies found within the database All their books and charts of accounts display as separate sub-nodes Navigate in the Application In the main pane, the DB Name field displays the name of the financial database to which you are currently connected Use the Activate Financial Data Security check box to switch on/off the data security settings for the database Expand the database node to display a list of all the companies in the financial database, including the item Expand a company to display the Books and COAs nodes Expand the Books node to display a list of all the GL books in the company Expand a book to display a list of all account sets within the book If no account sets have been created, you only see the set If possible, expand an account set to display any users and user groups assigned to that account set Expand the COAs node to display a list of all the charts of accounts (COA) in the company Expand a COA to display all the account sets for that COA, including the set 244 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Financial Data Security | Chapter If possible, expand an account set to display all the account masks created in that account set Security Levels You can set up effective security at different levels of detail: Database, Company, Book, or Account Set To assign access to all the companies and books in a financial database, assign users at the ALL COMPANIES > Books > ALL BOOKS > ALL ACCOUNTS level This is the most general level of security, and offers users the same access as if financial data security were not applied To assign access to all the books in one specific company, assign users at the CompanyName > Books > ALL BOOKS > ALL ACCOUNTS level To assign access to all the accounts in a particular book within one company, assign users at the CompanyName > Books > BookID > ALL ACCOUNTS level To assign access to specific accounts within a particular book’s chart of accounts (COA), create an account set and account masks in the relevant COA, and assign users to the account set in the relevant book Account Sets An account set is a portion of financial data, which contains one or more account masks, which use the syntax found in AFR Report Designer Examples of account masks are: account ranges, account lists, categories An account set can contain several account masks Account sets are specified for each particular chart of accounts (COA) There is also a pre-defined account set, , which can be used in the context of a particular COA, or for all the COAs in a database Advanced Financial Reporting | 10 245 Chapter | Financial Data Security Epicor Advanced Financial Reporting User Guide Create an Account Set To create an account set on the COAs > Detail sheet: Expand the Financial DBs Tree and select a chart of accounts under a company From the New menu, select Account Set In the new line which displays in the Name field on the COAs > List sheet, enter a name for the account set Click Save The new account set now displays in the Financials DBs tree, under the COA Now you can create an account mask within the account set Account Masks Account Masks are the expressions you create for a particular account set, such as account masks, account ranges, and categories These expressions can be entered manually, or by using the Expression Builder To enter an account expression, the account set must already exist You select the required account set in order to create a GL account expression within it Create an Account Mask To create an account mask on the COAs > Detail sheet: 246 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Financial Data Security | Chapter In the Financial DBs Tree, expand the required COA, and select the account set to which you want to add an account mask From the New menu, select Account Mask In the new line which displays in the Account Mask field on the COAs > Detail sheet, you can enter the account expression manually You can also click the ellipsis button ( ) to open the Expression Builder Select the Company you want to use to create the account mask Select the Chart of Accounts you want to use Advanced Financial Reporting | 10 247 Chapter | Financial Data Security Epicor Advanced Financial Reporting User Guide Press Shift to select a range of accounts, or Ctrl to select specific accounts in the grid Click Account Categories to select from available categories instead of accounts The selected items create an expression in the Expression field 10 When you finish making your selection, click OK 11 Click Save 12 The new account mask now displays in the Financials DBs tree, under the account set 13 The account set also displays under the relevant book to which the COA is attached Users and User Groups Users are identified by their Windows user login, which can belong to several user groups Permissions can be granted to users (using their login name) or to user groups It is recommended to use domain user accounts and user groups Permissions to access financial data are defined for each GL book as Users / User Groups assigned to Account Sets Assign a User Permission to an Account Set To enter Users and User Groups on the Books sheet: 248 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Financial Data Security | Chapter In the Financial DBs Tree, expand the required book, and select the account set to which you want to assign a user From the New menu, select User or Group In the new line which displays in the User or Group field on the Books sheet, enter the domain and username in the format \ Click Save The user now displays in the Financials DBs Tree, under the account set The user also displays on the Books sheet, in the Users field Activate AFR Financial Data Security To implement the financial data security settings for a database, you must activate AFR financial data security and click Save Otherwise, no security settings apply to the database In order to activate AFR financial data security, at least one user or group must have some data access assigned.When a user has data security rights to view only some of the accounts in an AFR report row, the report will only display data from the accounts to which the user has access To activate AFR financial data security: Advanced Financial Reporting | 10 249 Chapter | Financial Data Security Epicor Advanced Financial Reporting User Guide Select the Activate AFR Financial Data Security check box If no user or group has data security rights assigned, an error message displays Close the message, and assign rights to a user or group Click Save Refresh Security Settings When a new GL account is added in an ERP application which replicates to an AFR financial database which uses Financial Data Security, the next time the report is viewed in AFR Report Designer or Viewer, an error displays This is due to security cache being out of date In order to update the cache, it is necessary to launch AFR Financial Data Security Manager, connect to the particular financial database, and click Save Summary The AFR Financial Data Security Manager offers security options at the database, company, book, or account set level Set up account sets and account masks at the COA level, and assign users at the book level Once data security is activated, when users or user groups view reports, they only see the financial data to which they have security rights 250 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Index Index A account masks 246 account sets 245 activate afr financial data security 249 add a list 210 add text boxes (data regions) 213 add text boxes (report items design) 206 add the company text boxes 206 adjust report parameters 239 advanced financial reporting applications 14 afr installation options 12 afr odbc driver 237 afr replication monitor 21 afr replication monitor installation 21 assign a user permission to an account set 248 assign edit rights 181 assign edit security rights on the current element 182 assign view rights 180 available parameters 149 B create an account mask 246 create an account set 246 create an expression for a row sum row type 68 create replication tasks 26 D data regions 210 data tools 20 date parameters 110 default formats 52 define budget filter 116 define child nodes 169 define the column’s accounts 111 define the column’s book 113 define the fiscal period 107 define the report header 159 deploy all RDL files in project 217 dictionaries 175 dictionary parameters 125 display the list data region 214 display the modified report 207 body 157 E C edit the report title 204 epicor applications 14 establish column definitions 102 export a report 235 export report elements 53 exporting reports 235 expression arguments 123 expression syntax, row definitions 72 cell properties (column definitions) 121 column expression assistant 126 column properties 121 column set wizard 137 column sets 100, 145 combine the account and row expression controls with match options 69 configure logon server 37 configure report designer 42 convert rdls 195 copy a dictionary 179 copy a report 183 copy a reporting tree 171 copy and paste rows 83 copy the column set 140 copy the row set 81 create a column 102 create a column expression 116 create a column set 100 create a definition 176 create a dictionary 175 create a node 166 create a report 144 create a report template 199 create a reporting tree 165 create a row expression 66 create a row set 61 create a row set version 77 create a user property 79 Advanced Financial Reporting | 10 F final data results 175 financial data fields 124 financial data security manager 17 financial data security manager (install options) 13 format each row 73 G general settings 49 generate a report in excel 238 generate multiple user-defined columns 126 generate predefined groups of columns 131 generate the rdl file 184 granularity 22 H header footer expressions 160 headers and footers 159 251 Index home and folder pages 220 how afr works 10 I import management reporter database 56 import report elements 54 indicate row definition details 64 initialize replication tasks 34 L launch afr replication monitor 25 launch column expression assistant when creating a new column 136 launch the afr financial data security manager 242 launch the report builder 222 leverage the list sheet 61 license requester 14 list data regions 210 log on to the financial database 243 logon server 13 M math, constants, and logical parameters 122 microsoft business intelligence studio 202 microsoft sql server report builder 18 modify report parameters 231 modify reports with advanced currency conversion 232 monitor and change replication task status 35 N navigate in the application 244 navigation 244 network servers 12 numeric format, column 106 O options 154 P parent and child node logic 170 pre-defined reports 201 presentation options 149 preview settings 52 preview the report 161 primary environment requirements 12 Q query, user properties 79 R Epicor Advanced Financial Reporting User Guide refresh security settings 250 refresh the rdl list 195 renew license 41 replication monitor 15 replication types 22 report (afr) server 13 report components setup 42 report designer 15 report designer settings 48 report element security 182 report items design 204 report layout and formatting tools 18 report parameters 108, 146, 231 report preview 161 report security 180 report template creation 198 report view 229 report viewing controls 234 reporting tree wizard 172 reporting trees 164 reports 143 row definitions 61 row grouping 85 row properties (column definitions) 120 row set drill-down reports 74 row set wizard 90 row set wizard, formatting 96 row sets 60 S security levels 245 security setup 180 set up a row drill-down report 75 set up a row set drill-down report 74 simple currency conversions 153 SQL server BI studio 20 SSRS Security 221 summary 20, 36, 59, 197, 218, 241, 250 summary, row sets and column sets 142 T the afr financial data security manager 242 the afr report project 198 the afr report server 219 the epicor financial report designer 60 U unposted balances 105 update single column 133 upgrade a financial database 243 use report viewing controls 235 use the rdls sheet functionality 196 user properties 78 users and user groups 248 using afr replication monitor 24 rdl project properties 216 rdl settings 51 252 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Index V W versions 76 view report 229 viewing reports 17 workstation environments 13 Advanced Financial Reporting | 10 253 Index 254 Epicor Advanced Financial Reporting User Guide Advanced Financial Reporting | 10 Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal To access this site, you need a Site ID and an EPICweb account To create an account, go to http://support.epicor.com ... 250 Advanced Financial Reporting | 10 Epicor Advanced Financial Reporting User Guide Introduction | Introduction This user guide is a reference book that explores the Epicor Advanced Financial Reporting. .. | The Advanced Financial Reporting Environment Epicor Advanced Financial Reporting User Guide Chapter 1: The Advanced Financial Reporting Environment Epicor Advanced Financial Reporting, or AFR,... to use with your advanced financial reports Advanced Financial Reporting | 10 19 Chapter | The Advanced Financial Reporting Environment Epicor Advanced Financial Reporting User Guide SQL Server