Eclipse Reports. Release 8.7.8

Transcription

1 Eclipse Reports Release 8.7.8

2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein 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 account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee 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 is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Epicor Eclipse Release Online Help Documentation Copyright Epicor Software Corporation All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Publication Date: April 10, 2014

3 Table Of Contents Eclipse Reports Overview... 1 Report Writer and Eclipse Reports... 1 How Eclipse Reports is Organized... 2 Your Home Page... 2 The Report Wizard... 2 The Report Builder... 2 The Report Viewer... 2 Key Terminology for Eclipse Reports... 3 Template... 3 Report... 3 Pre-filter or Run-Time Filter... 3 Post-Filter... 3 Report Wizard... 4 Report Builder... 4 Process for Using Eclipse Reports... 5 Setup Requirements for Eclipse Reports... 6 Control Maintenance Records... 6 Authorization Keys... 6 Browser requirements... 7 Computer Monitor Resolution Requirements... 7 Preference Settings... 7 Licensing... 8 Drivers... 8 Report Storage Locations... 9 Defining Your Display Settings Restricting Access to Report Data Stopping Reports That Are Running Deleting Reports from the Server Clearing Report Source Cache Restricting File Download Size Creating Report Templates Overview Default Report Categories and Sources Step 1: Create the Report Template Description iii

4 Eclipse Reports Step 2: Complete Required Prompts Step 3: Schedule the Report Scheduling Example Adjusting Columns on Reports Creating and Applying Report Pre-Filters Running Reports Viewing Reports Currently Running Editing Report Templates Editing and Copying Report Templates Viewing Reports Editing Report Templates Copying Report Templates Adding and Editing Formulas on Reports Using the Report Viewer Using Post-Filters and Quick Filters Eclipse Reports Home Page Using the Templates and Reports Tabs Templates Tab Reports Tab Managing Your Favorites Searching in Eclipse Reports Deleting Reports Sharing Reports Exporting Report Data to Another Format Numeric Value Error in Excel Using Internet Explorer with Eclipse Reports Creating Shortcuts to Reports Using Excel Examples: How to Use Eclipse Report Filters Example 1 - Source: Product Sales Details Example 2 - Source: General Product Information Example 3 - Source: Product Location Detail Configuring Your System to Access ODBC Files Setting Up the UniVerse Driver Locating the ID for the Reports Locating the Eclipse Account iv

5 Table Of Contents Example setup: Microsoft Access Configuration Example: Setting up Excel to Handle ODBC Files v

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7 Eclipse Reports Overview Eclipse Reports uses your company's real-time data to provide you accurate information about your business in a format that you choose. Use Eclipse Reports to collect and format that data to answer your business questions by building a report that exactly fits your needs. You can begin creating reports without any setup in the system. You do not need to know control maintenance records, system file structures, or dictionary items to build a report. In addition, you do not need to understand how to select data from the Eclipse database. Important: Your company must be running Solar Eclipse to use Eclipse Reports. As you create your report, the web-based system uses live data from your database to show you a sample report. This sample view helps you decide what data you want to include on the report. For example, you may need to run a product sales report, but want to eliminate one of the cost columns. You can apply post-filters to reports to make smaller reports. For example, you run a sales report, but then can filter the report for each salesperson. In addition, by creating templates, Eclipse Reports provides a way to repeat or rerun a report without having to define parameters each time. Also, you can organize your reports by those that you run most often. You can change how your reports are handled by making them exclusive to a specific set of users, or you can make a report public so that everyone can has access to the report that you build. You can also restrict access to who can pull certain types of data. Use any usual authorization keys to make sure that only authorized individuals can add restricted information, such as costing, to reports. The system defaults to a home page that displays what reports are running or are scheduled to run, a list of reports that you have marked as favorites, a list of all reports available to you, and any report templates that you have made. You can use a current report to create smaller reports based on the data that you have already collected and because the system refreshes the report information with data from your own business, the reports are always up to date. For example, you can create a report pulling all open purchase orders. Then you can use that report to create smaller reports by writer or inside salesperson. This functionality lets you filter the data precisely. Important: We recommend opening Eclipse Reports through the Solar application. If you do not, the system uses a separate license to run Eclipse Reports. Report Writer and Eclipse Reports Eclipse Reports does not replace Report Writer. If you have reports created using Report Writer and you want to transition them to Eclipse Reports, you need to recreate them in Eclipse Reports. Although you can leave all your reports currently scheduled through Report Writer, we recommend moving any reports that you run frequently to Eclipse Reports. You can use Report Writer and Eclipse Reports on the same system at the same time, if necessary. With the advanced features of Eclipse Reports, we recommend using the application for any new reports you design Epicor Software Corporation. All rights reserved. 1

8 Eclipse Reports Rel How Eclipse Reports is Organized Eclipse Reports separates data into four areas: your Home page, the Report Wizard, the Report Builder, and the Report Viewer. Note: There are some key terms you should familiarize yourself with before using reports. For more information about how terms are used in Eclipse Reports, see Key Terminology. Your Home Page Your Home page provides quick access to all your reports and templates in one location. Your Home page view is specific to your user ID. Use the Home page to view details for reports currently running, any reports that are due to run, or manage your reports by drilling into the details and editing the reports, as needed. The Favorites tab and the Templates tab display similar information. You can use either tab to view reports you marked as favorites. Use the Templates tab to find reports you want to mark as a favorite. After marking a report as a favorite, that reports displays on the Favorites tab. For more information about the Home page and the information displayed, see Eclipse Reports Home Page Overview. The Report Wizard The Report Wizard walks you through creating report templates. The system saves the template you create so you can run the report when needed. By creating templates you can repeat or rerun a report without having to define parameters each time. You can grant access for other users to templates and reports. For more information about the Report Wizard and how to use it, see Creating Reports Overview. The Report Builder The Report Builder page provides tools to manipulate the data columns and other report properties. Decide how to arrange the columns on the report either when viewed on the screen or when printed. For more information about formatting reports, see Formatting Reports. The Report Viewer The Report Viewer page provides tools to help you limit data on a report and create smaller reports, as needed, for different uses. For example, you may run a report that gives you details about how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers. For more information about managing your report data, see Viewing and Managing Report Data Epicor Software Corporation. All rights reserved.

9 Rel Eclipse Reports Key Terminology for Eclipse Reports Eclipse Reports uses the following terms throughout the documentation. Review to familiarize yourself with how the system uses the terminology: it may be different from what you are accustomed to. Template Report Pre-filter or Run-Time Filter Post-Filter Report Wizard Report Builder Template Each time you create reports you also create report templates. The system creates a unique template ID and a default report name. You should rename the report meaningfully so you can identify the report template in the system later. The templates could be reports that you started and did not finish or reports that are flagged as favorites. All reports that you create are under the Templates tab. Report The Reports tab, or Report Viewer, is the same as a Your Hold File in the Eclipse system for reports. After a report runs the system displays it under the Reports tab. Any report that you have not viewed displays in bold. Use the Report Viewer to filter, add sub-total, total data, and hide columns. You also have the option to export the report data into common formats, such as pdf, xls, and csv. Pre-filter or Run-Time Filter When you are creating a report using the Report Wizard you have the option to apply a pre-filter. A prefilter gives you access to all data elements in the dictionary tree and lets you limit the report before running it. If you know there is a data element that you can filter on initially, select it to reduce the time it takes to compile the report. For example, you can filter by branch on a report. If you know you want to run the report for branch 1 only, apply the pre-filter so the report pulls data for only branch 1, and you do not have to filter after the report runs. All data elements from the report source are available for filtering. Note: By default the system uses the user's home branch for any Br/Tr/All field. Post-Filter After a report runs you can apply additional filters to create a smaller subset of report data. The only data elements available to use are the ones on the report you are viewing. For example, you can run a sales report for all branches and create filters after the report runs to show only each branch, salesperson, or price line. You can create as many post-filters as you want for a report. If you know you are going to create several smaller reports, we recommend running one larger or all encompassing report first and then applying post-filters, instead of applying pre-filters at the time you 2014 Epicor Software Corporation. All rights reserved. 3

10 Eclipse Reports Rel create the report. Post-filters apply more quickly because they only filter data from the existing report, versus filtering data from your entire database. Report Wizard The Report Wizard helps you start the process of building a report. Based on what category you select you have different report sources from which to choose. You then name your report and give it a detailed description. The Report Wizard is like filling in header information for the report: what is the name and who can see it? For more information, see Creating Reports Overview. Report Builder The Report Builder helps you select and decide on the layout for a report before it runs. You have all the data elements available based on the report source you selected. You can move columns around and set pre-filters along with column property information. After you are done you can run the report and it displays and prints according to your selected layout Epicor Software Corporation. All rights reserved.

11 Rel Eclipse Reports Process for Using Eclipse Reports 2014 Epicor Software Corporation. All rights reserved. 5

12 Eclipse Reports Rel Setup Requirements for Eclipse Reports Following are the control maintenance records, authorization keys, and other system requirements used for setting up Eclipse Reports. Note: Users cannot view any categories or report sources for companion products for which they do not have permission. If your company does not have a companion product, those categories and report sources do not display. Review the following items for setting up Eclipse Reports: Control Maintenance Records Authorization Keys Browser Requirements Monitor Resolution Requirements Trusted Sites Settings Preference Settings Licensing Drivers Control Maintenance Records Default From Name - Enter the name with which to populate the From field any time an is created. For example, enter [email protected]. This can be removed and replaced at the level. The system checks the user's default in User Maintenance first. If no is listed, the system uses this control maintenance record. If this control maintenance record is blank, the system uses [email protected]. File System For Eclipse Reports - Use to identify where the system should store your reports. The path you enter in this control maintenance record displays on the Admin page. To view the current path for the storage location, click Admin at the top of the Eclipse Reports application. The path is listed in the Partition Location field under the System Stats area. Note: This path is identified at the time of installation or at upgrade. Consult Eclipse Support before changing this path. Allow ODBC Access For Eclipse Reports - Use to allow access to the core report files and manage them in an ODBC editor. This is the first step to using the ODBC files in a third-party interface. For more information about ODBC setup, see Configuring Your System to Access ODBC Files. Authorization Keys REPORTER.ADMIN - Assign to users so they are authorized to stop reports and grant authorization to data, but do not have super user status. REPORTER.EDIT - Assign to users so they can view, create, and edit reports. In addition, this gives permission to use export options Epicor Software Corporation. All rights reserved.

13 Rel Eclipse Reports REPORTER.VIEW - Assign to users so they can view reports. Browser requirements You must be running the following browser in order to run Eclipse Reports properly. Also, you need to update your browser's trusted sites information. Internet Explorer 7.0 or higher Firefox 2.0 or higher Note: We recommend using Firefox 3.0 for the best speed in creating your reports and for the fastest page rendering. To set Internet and trusted sites: 1. Launch Eclipse Reports or another browser window. For Firefox For Internet Explorer 1. From the Tools menu, select Options. 1. From the Tools menu, select Options. 2. Click the Main tab. 2. Click the Security tab. 3. In the Downloads area, make sure the following check boxes are selected: Show the Downloads window when downloading a file. Save files to: 4. Select a folder where you want to store any reports that you download from the system. 3. In the Security level for this zone area, click Custom level Scroll to the Downloads area and make sure all selections are marked as Enable. 2. Click OK to save your settings. Computer Monitor Resolution Requirements To make sure that reports open in minimum viewable area and that the Create Report wizard can be viewed correctly, set your computer monitor resolution to a minimum of 1027 x 768. Use your monitor's property settings, to make sure you have the minimum setup. Generally, you can access these setting by right-clicking on the desktop and selecting Properties, then select the Settings tab. Preference Settings To make sure that your reports open in their respective applications, use the Preferences settings to set the application file extensions. Enter the file extension in the extension column then define the program to be used. You can browse for these files and will be found under c:\program Files during the setup. Note: A list of your files extensions can be found on your computer. From Start, go to your Control Panel > Folder Options > File Types Epicor Software Corporation. All rights reserved. 7

14 Eclipse Reports Rel To set your file extension preferences: 1. Launch Solar Eclipse. 2. From the File menu, select Preferences. 3. Enter.xls,.iqy, and.csv in the Extensions column. 4. In the File to Open column enter the path to open Microsoft Excel or another spreadsheet program. 5. Click Advanced. 6. Select Confirm open after download and click OK. Licensing Eclipse Reports uses an Eclipse license when running. However, if you access Eclipse Reports through the Reports > Eclipse Reports menu in Solar Eclipse, the system uses the same license that you used to open Solar Eclipse to run Eclipse Reports. If you access Eclipse Reports through your web browser independently of Solar Eclipse, the system uses a new license. Drivers The IBM UniVerse ODBC driver should be installed with your version of UniVerse. If you need to install it and you do not have the original UniVerse disc, you can download it from the UniVerse web site or from the customer web site for Eclipse: UniVerse link Eclipse link For more information about manipulating ODBC files, see Configuring Your System to Access ODBC Report Files Epicor Software Corporation. All rights reserved.

15 Rel Eclipse Reports Report Storage Locations Your system administrator identifies the system storage location for all reports at the time of installation. Once established, we recommend not changing the location. If you find that you are running out of space on your server, you should delete reports that are no longer needed or allocate more space for that part of the system. Use the File System For Eclipse Reports control maintenance record to identify where the system should store your reports. The path you enter in this control maintenance record displays on the Admin page. To view the current path for the storage location, click Admin at the top of the Eclipse Reports application. The path is listed in the Partition Location field under the System Stats area. For more assistance with storage locations, contact Eclipse Support Epicor Software Corporation. All rights reserved. 9

16 Eclipse Reports Rel Defining Your Display Settings Before creating reports in Eclipse Reports, you can define your preferred display settings. You can update your settings at anytime. Note: None of this set up is required to use Eclipse Reports. The system uses defined defaults. To define your display settings: 1. From any page in Eclipse Reports, click My Profile at the bottom of the page. 2. From the Selected Skin drop-down menu, select the theme you want to use for the main areas in Eclipse Reports. By default, the system uses Eclipse. The theme determines the colors used in the application. 3. Click Update Profile to apply the selections and return to the Home page Epicor Software Corporation. All rights reserved.

17 Rel Eclipse Reports Restricting Access to Report Data Based on your company's setup and structure, you can limit the access to report data. You can restrict access to information based on fields on a report, entire sources, data item groups, or individual data items. Note: If you add users to a forward list for a report, this does not restrict access. Granting access through a forward list gives an assigned user permission to access the report through Eclipse Reports. This permission includes viewing and editing data on the report. We recommend using your current authorization keys set up in your system to be consistent with your user permission structure. By using current authorization keys, you can ensure that users who normally have permission to view certain data, such as costing, continue to be the only ones allowed to add that kind of data to a report. You can also create user-defined authorization keys to set up specific permissions for reporting only, if necessary. Note: For information about setting up user-defined authorization, launch the online help from Eclipse and see Creating User-Defined Authorization Keys in the Authorization Keys documentation. For example, you may prefer to limit all pricing and cost information to purchasing agents or limit all accounts payable and receivable information to accounting personnel. To restrict access to report data: 1. From any page in Eclipse Reports, click Admin at the top of the page and then click the Authorization tab. 2. Select the type of data you want to restrict by clicking one of the following areas: Report Categories, Report Sources, Report Data Item Groups, or Report Data Items. Note: The selections may be outside the viewable area. Scroll down, if needed. 3. From the lists that display, select an entry from the first column. Note: Use the search field at the top of the column to narrow the selection. For example, type S to limit entries to those beginning with an S. 4. In the Authorization Key column, in the field that corresponds with the entry you selected, enter the authorization key for which you want to restrict that data. The system displays an error if the authorization key you enter does not match any key in the system. Any users without this assigned authorization key will not be able to add the data to any report. 5. Repeat steps 2-4 to apply any additional authorization keys. 6. Click Save Changes Epicor Software Corporation. All rights reserved. 11

18 Eclipse Reports Rel Stopping Reports That Are Running Eclipse Reports provides an administrative tool for users in your organization who monitor how resources on your server are used. This tool gives the option of stopping reports that are running if they are draining server resources and slowing down other parts of the system. If you stop a report from running, you are only stopping that instance of the report. A user with a regularly scheduled report may need to reschedule that report so as not to affect resources. For example, some reports take longer to run than others and the owner of the report may not know the impact of running the report at peak times. You can stop the report and ask the owner to run the report during off hours. Note: You must be assigned the REPORTER.ADMIN authorization key to access this page. Contact your system administrator if you need to stop a report that is running. To stop a running report: 1. From the Home page, click Admin to display the Eclipse Reports administrative page. 2. Click the Running Reports tab. 3. Select the check box next to the report you want to stop. You can select more than one check box if you want to stop more than one report at a time. Note: You can also search for a report if you are notified to stop a report run. Use the search field to search for the report by name. 4. Click Kill. The report stops processing. The system runs the report at the next scheduled time. To delete the report altogether, see Deleting Reports from the Server Epicor Software Corporation. All rights reserved.

19 Rel Eclipse Reports Deleting Reports from the Server By default, the system keeps all reports created. However, you can delete reports to free up space on your server. We recommend deleting reports regularly if you do not need them to save space. Note: We recommend you establish a policy for how often reports are deleted from the server. For example, you may want to delete reports that are over 90 days old. By using a standard policy, you can keep your server clear of unneeded report copies. The Completed Reports tab on the Eclipse Reports Admin page displays all reports completed in the system. To view reports for only your user, click Home and then click the Reports tab. For example, if you have an employee leave your company and that employee regularly runs reports, you can sort by report owner name to isolate which reports that employee was responsible for. Then you can either delete the reports or copy the reports. You cannot assign a new owner for a report. If you delete a report, the system removes the report from the owner's list and from the server. Note: You must be assigned the REPORTER.ADMIN authorization key to access this page. Please see your system administrator for more information. Delete a single report from the server: 1. From any page in Eclipse Reports, click Admin at the top of the page to display the Eclipse Reports Admin page. 2. From the Completed Reports tab, select the check box for the report you want to delete as shown here: 3. Click Delete. Delete multiple reports from the server: 1. From any page in Eclipse Reports, click Admin at the top of the page to display the Eclipse Reports Admin page. 2. From the Completed Reports tab, select the check boxes for the reports you want to delete as shown here: 3. Click Delete Epicor Software Corporation. All rights reserved. 13

20 Eclipse Reports Rel Clearing Report Source Cache In order to improve performance, the system saves, or caches, report sources. By saving this information, reports are quicker to build on your system. You have the option on the Administration page to clear the cache, if needed. Note: The cache automatically clears when the Jboss server restarts. To clear the report source cache: 1. From the Home page, click Admin to display the Eclipse Reports administrative page. 2. In the Server Information area, click Clear Report Source Cache. After clearing the cache, reports may take slightly longer to build Epicor Software Corporation. All rights reserved.

21 Rel Eclipse Reports Restricting File Download Size By default, the maximum size of a report a user can download is 5 MB. Setting a limit on the file download size ensures that your system bandwidth is not tied up with a large file download. In addition you can indicate whether users can download a partial report up to the maximum file size. To change the maximum file download size: 1. From the Home page, click Admin to display the Eclipse Reports administrative page. 2. In the Report Download Settings area, enter the maximum file download size in MB. 3. In the Allow Partial Download field, select Yes to allow users to download files that exceed the maximum download size up to the size limit. Select No to not allow users to download any portion of a report that exceeds the download size Epicor Software Corporation. All rights reserved. 15

22 Eclipse Reports Rel Creating Report Templates Overview Eclipse Reports provides a wizard to walk you through creating report templates. The system saves the template you create so you can run the report when needed. By creating templates you can repeat or rerun a report without having to define parameters each time. You can grant access for other users to templates and reports. Important: We recommend opening Eclipse Reports through the Solar application. If you do not, the system uses a separate license to run Eclipse Reports. You can begin creating reports without any setup in the system. You do not need to know control maintenance records, system file structures, or dictionary items to build a report. In addition, you do not need to understand how to select data from the Eclipse database. We recommend running one larger or all-encompassing report before applying filters. By applying postfilters, instead of creating pre-filters at the time of report creation the system manages the data more quickly and lets you view the report results faster. For more information about creating and applying filters, see Creating and Applying Report Filters. Note: Restrictions to specific data may apply. For more information, see Restricting Access to Report Data. This section provides information on each step in creating the report template: Creating a report description Completing any prompts for the report Scheduling the report Setting up the report display Applying report filters Arranging report columns Epicor Software Corporation. All rights reserved.

23 Rel Eclipse Reports Default Report Categories and Sources By default, Eclipse Reports contains the following report categories and report sources from which to select data for your report compilations. Click one of the following categories to display the corresponding report sources and default columns: Accounting Source Cash Receipts Checks/Disbursements General Ledger Information Journal Entries Open AR / Aging Payables Default Columns Branch, Cash Receipt ID, Customer ID, Bank Name, Customer Name, Check Number, Cash Amount, Invoice#, Applied Order Cash Amt, Applied Order Cash Date Disbursement Chk#, Branch, Name, GL Date, Disbursement Amount ID, Account Description, Account Type, Short Account Description, Internal Account Description, Balance Account, Active Journal Entry ID, Internal Notes, Posting Branch, GL Posting Date, Posting GL Account, Sub-Ledger, GL Posting Amount Bill to ID, Customer Name, AR Future Balance, AR Current Balance, AR 30 Day Balance, AR 60 Day Balance, AR 90 Day Balance, AR 120 Day Balance, AR Balance Payable ID, Branch, GL Date, Name, Invoice Number, Invoice Date, Invoice Amount, Pay Amount Customers Source Contact Information Customer Part Numbers Customer Sales Comparison General Customer Information Sales by Customer Default Columns Contact ID, First Name, Last Name, Title, Phone #1, Phone Description #1, Phone Code #1, Cust/Vendor ID, Cust/Vendor Name, Product ID, Product Desc., Cust/Vendor Part #, Cust/Vendor Location Customer ID, Name, Sales $ MTD, Sales $ YTD, Sales $ LY Customer ID, Customer Name, Address, City, State, Zip Code Customer ID, Customer Name, Order Number, Shipping Branch, Total Sales Amt, Total COGS Amt, Total GP$ (COGS), Total GP% (COGS), Ship/Rec Date. E-Commerce/B2B Source WOE Statistics Default Columns Number of Logins, Customer Count, New Customers, Orders, Bids 2014 Epicor Software Corporation. All rights reserved. 17

24 Eclipse Reports Rel Inventory Source Product Location Detail Default Columns Product ID, Description, Branch, On-Hand Qty, Location, Loc Status, Total On Hand $ Job Management Source Job Management Sales Product Sales Detail w/ JM Default Columns Customer Name, Order Number, Shipping Branch, JM Order Qty, JM Description, JM Fixture ID, JM Lot/Unit, JM Unit Price, JM Unit Cost, JM Ext Price, JM Ext Cost, JM Vendor, Ship/Rec Date Product ID, Description, Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP% (COGS), Ship/Rec Date Pricing Source General Matrix Information Default Columns Customer Class, Customer Name, Sell/Buy Group, Product Description, Branch/Terr, Effective Date, Expire Date Products Source General Product Information Product Change Log Product Lifecycle Queue Product Location Detail Product Purchase Detail Product Purchases Comparison Product Sales Comparison Product Sales Detail Product Transfers Comparison Product Work Orders Comparison Default Columns Product ID, Description, Status Desc, Price Line, Buy Line Product ID Description, Work Order $ MTD, Work Order $ YTD, Work Order $ LY Product Lifecycle Queue Branch/Territory, Product ID, Product Description, Lifecycle Queue On Hand, Lifecycle Description, Lifecycle Queue Days Supply, Lifecycle Queue Date Product ID, Description, Branch, On-Hand Qty, Location, Loc Status, Total On Hand $ Product ID, Description, Order Number, Recv. Branch, Recv. Qty, Unit COGS, Extended COGS Product ID, Description, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Product ID, Description, Sales $ MTD, Sales $YTD, Sales $ LY Product ID, Description Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP% (COGS), Ship/Rec. Date Product ID, Description, Transfers $ MTD, Transfers $ YTD, Transfers $ LY Product ID, Description, Work Order $ MTD, Work Order $ YTD Epicor Software Corporation. All rights reserved.

25 Rel Eclipse Reports Purchases Source Open Purchase Orders/Bids Product Purchase Detail Product Purchases Comparison Product Rebate Data Purchases by Vendor Vendor Purchase Comparison Default Columns Vendor ID, Vendor Name, Order Number, Recv. Branch, Order Date, Order Status Product ID, Description, Order Number, Recv. Branch, Recv. Qty, Unit COGS, Extended COGS Product ID, Description, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Branch, PO#, PO Ship Date, Quantity, Product Number, Description, Rebate Cost, Cost, Rebate Amount Bill To/Pay To ID, Pay To Name, Order Number, Pricing Branch, Recv. Branch, Total COGS Amt, Ship/Rec Date. Vendor ID, Vendor Name, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Sales Source Customer Sales Comparison Direct Through Stock Queue Open Sales Orders/Bids Product Sales Comparison Product Sales Detail Sales by Customer Default Columns Customer ID, Name, Sales $ MTD, Sales $ YTD, Sales $ LY Branch/Territory, Job Name, Description, DTS Order Quantity, Open Qty On DTS PO, DTS Shipped Quantity, DTS Available Quantity Customer ID, Customer name, Order Number, Shipping Branch, Order Date, Ship/Rec. Date, Order Status Product ID, Description, Sales $ MTD, Sales $ YTD, Sales $ LY Product ID, Description Order Number, Shipping Branch, Ship Qty, Unit Price, Unit COGS, GP$ (COGS), GP$ (COGS), Ship/Rec. Date Customer ID, Customer Name, Order Number, Shipping Branch, Total Sales Amt, Total COGS Amt, Total GP$ (COGS), Total GP% (COGS), Ship/Rec. Date Shipping Information Source Manifest Information Packed Cartons Ship Via Info Default Columns Manifest ID, Ship Date, Ship Via, Branch, Driver, Start Time Ship Via ID, Ship Via Code, Shipper Code, Auto-Charge Frt %, Auto- Charge Frt % In, Auto-Charge Ft % Out, Pick Priority, Tax Jurisdiction 2014 Epicor Software Corporation. All rights reserved. 19

26 Eclipse Reports Rel Transfers Source Manifest Information Open Transfers Product Transfer Detail Product Transfers Comparison Default Columns Manifest ID, Ship Date, Ship Via, Branch, Driver, Start Time Order Date, Ship Amount $, Ship COGS$, Recv Amount $, Recv COGS$, Ship Via Order Number, Description, From Branch, To Branch, Ship/Recv. Status, Ship/Recv Date, Quantity, Recv COGS$, Ship COGS$ Product ID, Description, Transfers $ MTD, Transfers $ YTD, Transfers $ LY Un-Quality Event Tracking Source Un-Quality Event Tracking Default Category Desc, Code Cost, Code Description Use Metrics Source Metric Detail Metric Monthly Metric Weekly Default Columns Product ID, User ID, Key, Value, Date, Time Product ID, Key, Value, Year, Month, Number of Uses Product ID, Key, Value, Year, Week, Number of Uses User Job Queue Source User Job Queue Information Default Columns Tracker#, Customer/Vendor ID, Work Area, Sub Area, Source Original Comment, Entered Date Vendors Source General Vendor Information Purchases by Vendor Vendor Part Numbers Vendor Purchase Comparison Default Columns Vendor ID, Vendor Name, Address, City, State, Zip Code Bill To/Pay To ID, Pay To Name, Order Number, Pricing Branch, Recv. Branch, Total COGS Amt, Ship/Rec Date Cust/Vendor ID, Cust/Vendor Name, Product ID, Product Desc. Cust/Vendor Part #, Cust/Vendor Location Vendor ID, Vendor Name, Purchases $ MTD, Purchases $ YTD, Purchases $ LY Epicor Software Corporation. All rights reserved.

27 Rel Eclipse Reports Work Orders Source Product Work Orders Comparison Default Columns Product ID, Description, Work Order $ MTD, purchases $ YTD, Purchases $ LY 2014 Epicor Software Corporation. All rights reserved. 21

28 Eclipse Reports Rel Step 1: Create the Report Template Description You can begin creating reports without any setup in the system. You do not need to know how to set control maintenance records, system file structures, or dictionary items to build a report. In addition, you do not need to understand how select statements work. Select the parameters for a report you want to create and what identifiers you want to define your report. Note: If you are only running one report and do not want to set up a schedule, you can click Finish at the bottom of the wizard window to skip to the Report Builder. To create the report template description: 1. From the main menu bar at the top of the Home Page, click Create Report to display the Create New Report wizard. 2. Complete the following fields, as needed. Required fields are marked with an asterisk (*). Note: Restrictions may apply to categories, sources, and columns for report data. See your manager or system administrator to verify your authorization. In addition, if your company does not have a companion product, those categories and report sources do not display. Field Category* Source* Title* Description Favorite Access Type Description Select what type of report you want to create from the drop-down menu. Category names are based on functional areas of the system, such as Purchases, Inventory, or Sales. The selection in this field determines the selections in the Source field. Narrow your report results by selecting a subcategory from which the system pulls data. The Source field selections only populate after you select a category. The selection in the Source field determines which columns you have on your report. Change the title for the report you are creating. By default, the system uses the source information to create a title for you, such as My Product Location Detail. Consider viewing this report in a list of reports and make the title meaningful to you. If you do not change the title, you could have several reports with the same title. Enter a complete description for the report you are creating. Words entered in the description are used to search for the report from other areas. If you want to save the report on your favorites list, click the star icon. By default, a report is not marked as a favorite. If checked, the star displays as yellow. Indicate if you want to make this report a private or public report by selecting the check box. By default, reports are marked as private. Note: Private reports are accessible only by you unless you grant users access using the User field. By default, a report remains private unless you deselect the check box Epicor Software Corporation. All rights reserved.

29 Rel Eclipse Reports Field Copies Description Select this check box to save server space. Be default, the check box is selected. If you deselect this check box, the system saves a new copy of the report each time it is run. By saving each version of a report that you may not need to refer back to, you run the risk of filling up free space on the server. For example, if you run sales reports that you continually compare to previous versions, deselect this check box. For product reports for which you need refreshed copies of what is unavailable, leave this box selected. Eclipse Reports uses ODBC (open database connectivity) to enable the system to refresh the data without any further work from the user. Leaving this check box selected keeps your report current without saving past copies. Note: Check the System Stats area on the Administration page to determine the file storage limits and how much space is free. User Enter any users you want to have access to the report and template. Even if this is a private report, you can grant or restrict specific users access to the report template. Note: If you grant access to someone during the report creation process (during this step), then that person has access to both the report results and the report template. If you grant access to someone by adding them to the forward list after the report has already been created, then that person only has access to the report results. 3. Click Next to go to the next step Epicor Software Corporation. All rights reserved. 23

30 Eclipse Reports Rel Step 2: Complete Required Prompts Based on the report you are building and the source you select to create your report, the system displays fields that are required for the report. The system displays these fields based on which source you select for your report. (See step 3 in Create the Report Description). If nothing is required, the system displays the following message: No Required Prompts for this source. Note: These required prompts apply to the entire report not just a particular column For example, if you are building a report that requires a time period, the system displays Start Date and End Date fields as shown below. You want to run the same report for "year to date." Set up the report with the same start date and then you can adjust the finish date as needed when it is run. By default, the system uses your home branch to populate any Br/Tr/All field, the month to day for a date range (meaning if it is the 12th of the month the system uses the 12th of the previous month up to the current date), and the current date for the As of Date field. Note: Eclipse Reports supports variable dating. To complete required prompts and set default values for your report: 1. Create the report description. 2. Enter the appropriate values in the fields provided. 3. Click Next to go to the next step Epicor Software Corporation. All rights reserved.

31 Rel Eclipse Reports Step 3: Schedule the Report Use the scheduling selections to ensure that your report runs at the right time and with the right frequency. If you know that a report takes several hours to run, we recommend you run that report during off hours. If you are unsure how long the report will take to run, click the Reports tab when the report finishes and check the Duration column. The system also displays the run time for your report on the Home page. If your report requires a long period of time to complete, you can return to this Scheduling page and change the run time to your company's off hours. For example, if you have a report that takes three hours to run, you may want to run that report on Mondays at 3:00 AM rather than Mondays at 2:00 PM. Scheduling Example You want to run your report three times at five minute intervals both Friday and Monday beginning at 9:00 PM. Set your schedule parameters as follows: Enter the date and time as 01/01/09 09:00 PM in the Start Date/Time field. Enter 5 in the Repeat Every Minutes field. Important: This means the report begins every five minutes regardless of how long the report takes to run. Enter 3 in the Until Time field. Select the Friday and Monday check boxes. Note: If you leave the Expire Date/Time, Run Days, and Frequency fields blank and the Repeat Every Minutes field set to zero (0), then the system runs the report only once. To schedule the report: 1. Create or modify the report description. 2. Complete the required prompts, if available. 3. Complete the following fields, as needed. Field Title Description Ensure that the title is correct or change it, if needed. Note: By default, the system uses the source information to create a title for you. Consider viewing this report in a list of reports and make the title meaningful to you. If you do not change the title, you could have several reports with the same title Epicor Software Corporation. All rights reserved. 25

32 Eclipse Reports Rel Field Start Date/Time Repeat Every Minutes Owner Expire Date Description Click the calendar icon and set the date and time. Select a date on the calendar. The time field at the bottom of the calendar pop-up window only displays after you select a date. Click the time field to display the hour/minute adjustment window. Enter the time you want the report to run and click OK. Click Clear to reset the time. Click Apply to set the date and time. (Optional) Indicate if you want to run the report in succession at set minute intervals. For example, if you wanted to take snapshots of a certain part of the system, you can set the report to run every 10 minutes for an hour. (View Only) The system displays your user information in this field. (Optional) Enter the date you want the report to stop running. If you do not select an expire date, the system continues to run the report as scheduled indefinitely. Click the calendar icon and select a date on the calendar. The time field at the bottom of the calendar pop-up window only displays after you select a date. Enter the time you want the report to stop running and click OK. Click Clean to reset the time. Click Apply to set the expiration date and time. Until Time (Optional) Enter the maximum number of times you want the report to run within the set period of time. See the example above. 4. Use the Run Days check boxes to select which day or days during the week to run the report. For example, if you want a snapshot of what happened with purchases during the week, run your report on Sunday morning. Note: Setting run days is optional, but if you do not select a run day, the system runs the report only once on the date indicated in the Start Date/Time field. 5. If you want your report to run regularly, use the Frequency check boxes to indicate how often it should run: daily, weekly, bi-weekly, monthly, at month end, quarterly, or yearly. You can select only one of these boxes at a time. This field works in conjunction with the Run Days field. For example, if you need a report to run weekly for six months, use the Weekly check box in conjunction with the Expire Date/Time field set to a six-month date. If you need to run a report each week on Monday and Thursday, select Monday and Thursday in the Run Days area and Weekly in the Frequency area. Note: Setting the frequency is optional, but if you do not select a frequency, the system runs the report only once on the date indicated in the Start Date/Time field. 6. In the Forward List area, edit the users who receive the report: To add a user, enter the user ID in the Add User field. The system displays possible matches in a pop-up window. Select the user and the system adds the user to the Forward List. The report then displays in the Reports tab for that user. To remove a user, highlight the user name and click Remove Epicor Software Corporation. All rights reserved.

33 Rel Eclipse Reports 7. Use the Excel Copy check box in conjunction with the Address field to send an electronic copy of the report to different users. Use a semicolon (;) to separate addresses. Note: The system sends a Microsoft.xls file when you use this method. The user must have Microsoft Excel or a spreadsheet program that will view.xls files to view the attachment. 8. Click Finish to set the parameters and go to the next step Epicor Software Corporation. All rights reserved. 27

34 Eclipse Reports Rel Adjusting Columns on Reports The Report Builder page provides tools to move, hide, and sort the data columns and other report properties. Decide how to arrange the columns on the report either when viewed on the screen or when printed. You cannot set up separate layouts for printing or online viewing. You must create a copy of the report and change the column arrangement, as needed. Important: If you are adjusting columns from the Report Viewer, you are only changing the view of a report. To adjust columns on a report template, see Editing Report Templates. When creating a new report, the system automatically displays the Sample Report Data tab after you finish scheduling the report while using the Report Wizard. This display gives you a more accurate view of the report you are about to generate with live data from your system. Note: To access this page for a current report, select the report you want to view and use the Actions > Edit option. To adjust columns on a report: 1. Do one of the following: If you are not on the Sample Report Data tab of the Report Wizard, from the Home page, click the Reports tab, select the check box for the report whose columns you want to arrange, and select Actions > Edit. If you are already in Edit mode, continue to step Rearrange or modify report, as needed. Note: If your report has columns that extend off the screen, use the scroll bar at the bottom of the report columns to move left and right and access data that is not in the viewable area. Use the Refresh button to re-display the report data if it does not automatically refresh. To... Add a column to the report Do this... In the Available Columns section, use the arrows to display the columns in the folders that are available, then drag and drop a column title to the body of the Sample Report Data tab or right-click the column name and click Add Column. You can search on column data, if needed. If you are viewing your data using the Report Wizard, the search field displays over the Available Columns area. After finding the column you want to add, press Enter to add that column to the report. Important: If you add a column to a report and that column has required properties, the system indicates that you need to review the Column Properties tab. The system removes the indicator after you have viewed the Column Properties tab Epicor Software Corporation. All rights reserved.

35 Rel Eclipse Reports To... Move columns on the report Delete a column from the report Rename a column (also called a label) Do this... Click the header of the column you want to move, drag and drop the column to the right or left depending on the order in which you want the columns to display when viewed or printed. You can also select the column and then use the Actions menu or rightclick, and select Move Right or Move Left. Select the column you want to remove from the report, use the Actions menu or right-click, and select Remove the <column selected> Column. Select the column you want to rename, and select Edit Label from the Edit menu. You can also double-click the column name you want to change and enter the new name. For example, if you add the same data field to the report, but have a different formula applied to each column, you can name each one with specific names, such as changing Cost Code (COGS)-1 to Cost Code (COGS) 2. Note: The -1 in the example above indicates that this is the second Cost Code (COGS) column on the report, not that it is Branch 1 in your company. Hide a column Select the column to which you want to hide, then from the Edit menu, select Hide Column. Note: To unhide a column, click the Columns tab and re-select the check box for the column you want to add back. Add or edit a formula Sort data numerically or alphabetically by a column Add a total or subtotal field at the bottom of a column Select the column to which you want to apply a formula, then from the Edit menu, select Insert a Formula. Select the column by which you want to sort, then from the Actions menu, select Sort/Toggle Sort. Select the column for which you want a total, then from the Actions menu, select Set/Unset Totals or Set/Unset Subtotals-By. You can also right-click and select Set Total or Set Subtotals-By. If you apply a total to a percent column, such as GP%, the system totals the numbers, not the values, for that column. To attain a true percentage total, you need to export the report and use Excel to total manually. Totals added to a formula column, even if they contain a percentage, will calculate correctly. Note: By default some columns have the Set/Unset Totals feature set, such as the Total Sales Amt. A sum symbol (Σ) displays in the field below the column title. You can remove the calculation, if needed, using the same steps above Epicor Software Corporation. All rights reserved. 29

36 Eclipse Reports Rel To... Modify how the text looks in a column Note: Changing text with these options updates both the online display of the report and the printed output. Do this... Select the column that you want to change, then from the Edit > Data Format menu, select the option you want to use: Style - Change the text to bold or italic. Or align the text to one side of the column, such as right-justified for columns displaying prices. Note: If you use italics, you may effect the layout or column width you have set. Date - Indicate how you want dates to display on the report. For example if you need more room for other data, you may choose to truncate a date, such as 1/1/09 rather than January 1, Eclipse Reports supports variable dating. Currency - Select how you want large numbers, and negative numbers to display. suppress column data 1. Display the Report Viewer page. 2. Click the heading of the column you want to suppress. 3. From the Actions menu, select Suppress/UnSuppress Detail. You can also click the Columns tab and deselect the column you want to suppress. change the column width 1. Display the Report Viewer page. 2. From the Edit menu, select Edit Column Widths or select a single column and from the Actions menu, select Edit Column Width. 3. Change the widths of columns, as needed. Note: Columns widths are based on a 12 pt Arial font. If you have a different font selected or are using italics, you may need a larger column width to display all your data. 3. Use the icons on the submenu to complete the report. Run - Runs the report immediately. Schedule - Displays the Schedule page to set up when you want the report to run. Save - Saves your changes to the template. Properties - Gives you the opportunity to change the properties of a report, such as the title, description, and how many copies of the report to save. Copy - Copies the template as is to another report. Cancel - Cancels your changes. If it is a new report, the system deletes the template completely Epicor Software Corporation. All rights reserved.

37 Rel Eclipse Reports Creating and Applying Report Pre-Filters There are different kinds of filters used in Eclipse Reports: pre-filters, post-filters and quick-filters. Use the Filters tab from the Report Viewer page to indicate how you further want to define your report. You can filter the contents of a report after it runs. These post-filters are faster to apply because they run only on the data in the original report. You can filter the report and create mini reports based on the original report data. For example, you may run a report which gives you details about how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers. If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying post-filters, instead of applying pre-filters at the time of report creation. To create and apply a report pre-filter: 1. From your report listings, either through pre-filters from the Favorites or Templates tab or through post-filters using the Reports tab on the Home page, click the report name you want to edit to display the report in edit mode. 2. Click the Optional Filters tab to display the filter information. 3. Click New, enter a name for the filter, and click OK. 4. In the Select Filter Column field, enter a column name or drag and drop a column from the Available Columns area into the field. If you type a column name in this field, the system displays a list of available columns matching the text you type. Important: The system provides a way to anticipate the required prompts on a report. If you add a column that has required properties, such as Br/Tr/All fields or As of Date fields, a Properties link displays beneath the list of filters when the column is added to the report. You can change the defaults set to values that best suit the report you are creating. Use this Properties link to change these defaults. 5. In the next drop-down box, select a qualifier for your filter, such as contains, does not equal, or greater than. 6. In the remaining text field, enter the text you want the filter to apply to the qualifier. For example, you need to sort your report by all locations starting with S to include Sacramento, Sarasota, and Spokane. Set the filter as follows: 7. Repeat steps 3-6 to apply additional filters, as needed, using one of the following two options: Add new AND group - Adds additional line and grouping parentheses. You can filter by groups and then add an additional filter. For example, you may want the report to sort first by Product and Product Location and then by Branch. Your first two filters for Product and Product Location are grouped, then the system sorts by Branch. Add New - Adds a single filter line either on its own or to a current grouping Epicor Software Corporation. All rights reserved. 31

38 Eclipse Reports Rel Note: As you add filters you can couple the filters together using an AND or OR selection on a drop-down menu that displays on additional filters. 8. Use the stop sign icon to delete a single filter you no longer want to use or use the puzzle piece icon to delete an entire grouping. 9. Use the icons on the submenu to complete the report. Run - Runs the report immediately. Schedule - Takes you to the schedule page to set up when you want the report to run. Save - Saves your changes to the template. Copy - Copies the template as is to another report. Click Cancel to discard your changes Epicor Software Corporation. All rights reserved.

39 Rel Eclipse Reports Running Reports By default, the system runs reports only when scheduled. However, you can still run any report manually, when needed. Note: When a report is running, the system displays a message "Selecting..." to indicate that the system is currently pulling information from the database. After the report begins running, the system displays a progress bar. Run a single report from the Home page: 1. From the Templates or Favorites tab, select the check box for the report that you want to run as shown here: 2. Click Run. Rerunning a report through edit or view mode: 1. From the Templates or Favorites tab, select the check box for the report that you want to run as shown here: 2. From the Actions menu, select Edit to display the report's sample data. 3. Add additional columns to the report, as needed, or make any formatting changes. 4. From the main menu, click Run. Run multiple reports: 1. From the Templates or Favorites tab, select the check boxes for the reports that you want to run as shown here: 2. Click Run Epicor Software Corporation. All rights reserved. 33

40 Eclipse Reports Rel Viewing Reports Currently Running The Running Reports area on the Home page displays information for any reports that are in process. Reports display on separate rows for each report that is currently running. If no reports are currently in process, the Running Reports area is blank. The following columns populate, if reports are running. Otherwise, the columns are blank. Name - The report name given to the report by the owner. Owner - The person who created the report. Elapsed - Amount of time passed during the running of the report. Use the following links in the Running Reports area, as needed. By default, the system only displays your reports. Display Mine / Display All Shared Reports - Toggle between viewing all reports for which you are on the forward list or only the reports you have created and therefore are listed as owner. Show / Hide - Toggle between having both the Running Reports and Scheduled to Run areas display. Select Hide to collapse the page to display only the Favorites, Reports, and Templates tabs of your Home page Epicor Software Corporation. All rights reserved.

41 Rel Eclipse Reports Editing Report Templates You can edit the template of a report if you find that you need to change the format. For example, you create a master sales report and find that you want to remove two columns because you do not review it. To edit a report template: 1. From the Home page, do one of the following: From the Templates tab, click the report template you want to edit. From the Report Viewer, from the submenu click Edit Template. 2. Use the following to edit the template, as needed: To... add or edit a formula sort data numerically or alphabetically by a column change the report title change users on the forward list adjust columns Do this... Select the column to which you want to apply a formula, then from the Edit menu, select Insert a Formula. Select the column by which you want to sort, then from the Actions menu, select Sort/Toggle Sort. Click Properties in the submenu, change the title. Click Properties in the submenu, deselect the Private check box, and then add users as needed. Select the column to which you want to apply a chance, and move, hide, add sums or formulas, as needed to columns. 3. Click Save to save your updates Epicor Software Corporation. All rights reserved. 35

42 Eclipse Reports Rel Editing and Copying Report Templates After you create a report template, you can view and change the report template from the Report Viewer. For example, you can run a report for your customer base that includes Payment Terms and Home Branches. However, for your branch managers, you want to limit the report to just the customers in their area. Use the filters to indicate which branches you want in each report and save each report so you can run it again later. Viewing Reports From the Reports tab on the Home page, select the report you want to view and use the Actions > View option. The report displays along with the actions menu bar: Use the icons shown above to perform functions, such as creating a PDF or Excel version of the report or ing the report to another user. Icon Delete Share PDF Excel CSV Re-Run Edit Template Use to... Remove the report from the tab's list. Add users to the report's forward list. Create a PDF of the report data. Create an MS Excel spreadsheet of the report data. Create a.csv file of the report data. Run the report again. Use this function if you change filter parameters and want to re-run the report immediately. Display the Report Wizard so that you can make changes to the primary template and save those changes. You can also mark reports as Read or Unread. For example, you have your report ed to you and have reviewed the content through a spreadsheet application. You can mark the report as read so you do not read the same report twice. To mark a report as read or unread: 1. Click the Reports tab. 2. Select the check box for the report you want to mark. 3. From the Mark As menu, select Read or Unread. Editing Report Templates After running reports you can edit the template to refine the report output. You can refine the current report to address changing business needs, or create smaller reports for individuals or areas of your company Epicor Software Corporation. All rights reserved.

43 Rel Eclipse Reports To edit a template: 1. From the Favorites or Templates tab on the Home page, select the check box for the report template you want to edit, such as: 2. Click the name of the report template orfrom the Actions menu, select Edit to display the report in edit mode. Note: You cannot select more than one report to edit at one time. The system displays an error message if you have more than one report selected when you use the edit option. 3. Use the following tabs to edit the report as needed: Tab Sample Report Data Selection Prompts Run-Time Filters Column Properties Available Functions Format the report columns. Change values for any required fields. Create and apply report filters. Displays basic information about the columns, such as when the template was last updated. Important: If you add a column to a report and that column has required properties, the system indicates that you need to review the Column Properties tab. The system removes the indicator after you have viewed the Column Properties tab. Copying Report Templates You can copy a report template and then adjust the parameters, if needed. To copy a report template: 1. From the Favorites or Templates tab on the Home page, select the check box for the report template you want to edit, such as: 2. From the Actions menu, select Copy to display the Copy <Report Name> page. 3. In the New Name and New Description fields, enter information for the new report you want to create. 4. Click Copy Template to create the new report template and display the Report Data page. 5. Format the new report template, as needed. 6. From the actions menu bar, click Save, then click one of the following from the menu bar: Run to run the report immediately. Schedule to adjust when the report runs. Home to return to the Home Page Epicor Software Corporation. All rights reserved. 37

44 Eclipse Reports Rel Adding and Editing Formulas on Reports Eclipse Reports provides a way to refine data for your report if the standard column values do not meet your needs. Add or edit formula columns to represent values based on other column data, as needed. For example, you can add a GP/Margin (gross profit/margin) calculation to any report that gives you price and cost. To add a formula to a report: 1. Create a report or open a report in edit mode. 2. From the Sample Report Data tab, select the column before which you want to insert a formula column 3. From the Edit menu or using a right-click, select Insert a Formula Column. The Formula Editor displays with the available columns. 4. In the Header field, enter a name for the column you are adding, such as Markup. 5. In the Formula field, create the formula to refine your data by clicking the column header in the list to load it and adding formula properties, such as plus or minus signs where needed. You can also drag and drop a column name from the Available Columns area. For example, you want to display the total sales amount minus the cost of goods sold. Set your formula as follows: 6. Click OK to apply the formula. The formula column displays with the title and the associated calculations. 7. Repeat steps 3-6 to add additional formulas to the report. 8. Click Save to save the formula. To edit a formula: 1. Create a report or open a report in edit mode. 2. From the Sample Report Data tab, select the column for which you want to change a formula. 3. From the Edit menu or using a right-click, select Edit a Formula Column. The Formula Editor displays with the available columns. 4. In the Formula field, edit the formula as needed. 5. Click OK to apply the formula changes. The formula column displays with the title and the associated calculations Epicor Software Corporation. All rights reserved.

45 Rel Eclipse Reports Using the Report Viewer The Report Viewer page provides tools to help you limit data on a report and create smaller reports, as needed, for different uses. For example, you may run a report which gives you details on how many products your inside sales staff has sold. You can further filter the report by branch and send that data to your branch managers. If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying filters, instead of applying filters when you create the report. Running filters on larger reports is faster and more efficient. These post filters are faster to apply because they run only on the original report. Use the Report tab from the Report Viewer page to access reports that have run. Using the Report Viewer page: 1. Click Home from the main task bar and click the Reports tab to display all available reports for your user ID. 2. Click the report name that you want to view. After you display a report, use the following tabs to manipulate or scale the data to suit your business needs: Tab Report Filters Totals Description and Functions From this tab, you can: Apply filters to columns Search for column entries Refresh views Suppress details to columns Set or remove totals and subtotals to columns Drill into order details Create new filters. Add totals to columns. Names of columns that have data that can be totaled display on this tab. If you apply a total to a percent column, such as GP%, the system totals the numbers, not the values, for that column. To attain a true percentage total, you need to export the report and use Excel to total manually. Note: Totals added to a formula column, even if they contain a percentage, will calculate correctly. Columns Report Detail Adjust columns to display on the report output. (View Only) Lists all detail information for the report such as Template data, Run- Time Information, and any filters that are auto-applied. Template Information - Category, Source, Title, and Description. Run Information - Run by (owner), Start Date, Completed Date, Duration, Report File (OD BC name) Run-Time Filters - Any filters that are required and automatically applied to the report Epicor Software Corporation. All rights reserved. 39

46 Eclipse Reports Rel More Options from the Report Viewer: To... Do the following: refresh column views 1. Display the Report Viewer page. 2. Click Refresh View or from the Actions menu, select Refresh View. This task is usually performed after a filter is applied. The system does not automatically refresh the views when adding or creating a filter. apply a quick filter Change any required filter parameters Add or modify nonrequired filters to a report In the filter field enter the keyword by which you want to narrow the results. After the results display, you can share or export the data. Click the Column Properties tab. Any required filters display and you can update the settings, as needed. For example, if the branch is required to run the report and you want to make sure the filter is set to run for branch 2, use the Column Properties tab to make sure branch 2 displays for the Enter Br/Tr/All field.. Click the Optional Filters tab. Add filters, as needed. Note: If you know you are going to create several mini reports, we recommend running one larger or all encompassing report first and then applying filters, instead of applying filters at the time you create the report Epicor Software Corporation. All rights reserved.

47 Rel Eclipse Reports Using Post-Filters and Quick Filters Post-filters and quick filters help refine your report output or create multiple reports from a single report so you can glean the most useful information for your business needs. For example, you can run a master salesperson report, apply filters for each salesperson, then send the report to each salesperson containing just that salesperson's data. You can add individual filters or group filters together to gain the most useful information for your report. You can also use a quick filter on columns to limit the data that displays. However, quick filters are not saved when you share a report. Only filters created on the Filters tab are saved when you share a report. Note: If you are creating a report template, you need to add pre-filters and return to post filters after you have run the report and the report displays on your Reports tab. To create a post filter: 1. From the Home page and Reports tab, select the report to which you want to apply a filter. 2. Click the Filters tab to view the current filters. 3. Click New to display the filter selection boxes and in the New Filter Name field enter a meaningful name for the filter. For example, if you are creating a filter for a person's data, use their name. 4. In the Select Filter Column field, enter a column name or drag and drop a column from the Available Columns area into the field. If you type a column name in this field, the system displays a list of available columns matching the text you type. Important: The system provides a way to anticipate the required prompts on a report. If you add a column that has required properties, such as Br/Tr/All fields or As of Date fields, a Properties link displays beneath the list of filters when the column is added to the report. You can change the defaults set to values that best suit the report you are creating. Use this Properties link to change these defaults. 5. In the next drop-down box, select a qualifier for your filter, such as contains, does not equal, or greater than. 6. In the remaining text field, enter the text you want the filter to apply to the qualifier. For example, you need to sort your report by all locations starting with S to include Sacramento, Sarasota, and Spokane. Set the filter as follows: 7. Repeat steps 3-6 to apply additional filters, as needed, using one of the following two options: Add new AND group - Adds additional line and grouping parentheses. You can filter by groups and then add an additional filter. For example, you may want the report to sort first by Product and Product Location and then by Branch. Your first two filters for Product and Product Location are grouped, then the system sorts by Branch Epicor Software Corporation. All rights reserved. 41

48 Eclipse Reports Rel Add New - Adds a single filter line either on its own or to a current grouping. Note: As you add filters you can couple the filters together using an AND or OR selection on a drop-down menu that displays on additional filters. 8. Use the stop sign icon to delete a single filter you no longer want to use or use the puzzle piece icon to delete an entire grouping. 9. Click Save to keep your changes. Note: Saved filters remain available for all reports to which you have access. 10. Share the filtered results or export to another format, as needed. To use a quick filter: 1. From the Home page and Reports tab, select the report to which you want to apply a filter. 2. Use the filter boxes for each column to add a filter to the report for that column. Use the magnifying glass icon to display the filter options, such as contains or equals, to apply to your entry. For each filter added, the system applies the filter to the previous filter results. For example, you add a filter to display only Product IDs beginning with an eight (8). You add an additional filter to the Product Description to display only products beginning with Advance. The system applies the second filter "Advance" to the results of the first filter "8" so the final report view displays all line items with both filters met. 3. Share the filtered results or export to another format, as needed Epicor Software Corporation. All rights reserved.

49 Rel Eclipse Reports Eclipse Reports Home Page The Eclipse Report Home page provides quick access to all your reports and templates in one location. Your Home page view is specific to your user ID. Use the Home page to view details for reports currently running, any reports that are due to run, or manage your reports by drilling into the details and editing the reports, as needed. In addition, you can create and manage report templates so you do not have to recreate a report from scratch each time. Once created, you can run reports from the template, as needed. Note: If you do not have a time zone set up in Eclipse, the system time is used for your reports. The following areas display by default on everyone's Home page. Use the Home page to do any of the following: View reports currently running Retrieve reports Manage your favorite templates Edit reports Create report templates 2014 Epicor Software Corporation. All rights reserved. 43

50 Eclipse Reports Rel Using the Templates and Reports Tabs On the Eclipse Reports Home page, use the Templates tab to review all the templates you have created and modify templates, as needed. The Favorites tab and the Templates tab display similar information. You can use either tab to view reports you marked as favorites. Use the Templates tab to find reports you want to mark as a favorite. After marking a report as a favorite, that report displays on the Favorites tab. Use the Reports tab to manage all the reports that you have run or that have been sent to you. If you are on the forward list for a report, you receive a copy of the report whenever that report runs. Each time the report runs, the system adds the report to your Reports tab list. Templates Tab Use the Templates tab to manipulate report templates you have created. You can refine the data into a more accurate report or to create smaller reports for other uses by applying filters after the report runs. Note: You can make a copy of any report to manipulate the data, but you must know the name and search for the report in the Templates tab. The following diagram describes the navigation controls on the Templates tab. Reports Tab Use the Reports tab to view any reports you have run. This list is similar to the Hold File in the Eclipse system. The tab provides much the same structure as the Templates tab, but you cannot edit or copy a report from this view. Each time the report runs, the system adds the report to your Reports tab list. Use the Completed column to find the report you need. The following diagram describes the navigation controls on the Reports tab Epicor Software Corporation. All rights reserved.

51 Rel Eclipse Reports The following diagram provides a description of the contents in the Reports tab. Reports that you have not viewed display in bold Epicor Software Corporation. All rights reserved. 45

52 Eclipse Reports Rel Managing Your Favorites On the Eclipse Reports Home page, use the Favorites to access all your templates that you marked as a favorite when you created it. Favorites are indicated with a star:, and are typically the reports that you access most often. The Favorites tab and the Templates tab display similar information. You can use either tab to view reports you marked as favorites. Use the Templates tab to find reports you want to mark as a favorite. After marking a report as a favorite, that reports displays on the Favorites tab. From this tab, you can delete templates, run reports immediately, or schedule reports to run when you need them. You can also view and edit the reports. In addition, you can remove a report from your favorites list without deleting it entirely. For example, if you find that you do not run a report as often as you originally thought you would, you can remove the report from your favorites list so that it does not display on the Favorites tab, but keep it so that you can run it another time. The report remains on the list under the Reports tab, but does not display it in your favorites list Epicor Software Corporation. All rights reserved.

53 Rel Eclipse Reports Searching in Eclipse Reports You can search on pages that display the search field. You can also search and narrow reports using quick filters. Use the Search field in the following areas: - Searching in a report in edit-mode. - Traditional search field Templates or Reports tab on the Home page. The system searches the title, description, and ID of the report. 1. Enter a keyword for the data you want to look for on the reports, such as demand. 2. Press Enter. The system resorts the table to display only the items that match your criteria. 3. Apply filters, edit, copy or run the report, export the data, or save the information as needed. Report tab when viewing or editing reports for each column. The system searches any column data available for a report you are creating so that you can find the information to add to your report. 1. Enter a keyword for a column or data you want to add to the report, such as branch. The system displays a pop-up window with any matches for your entry. 2. Highlight the matching column you want to add and press Enter. The system adds the column to your report. You can move the column, if needed. Review the following before searching: Function / Term Drop-down selection boxes Case sensitivity Column searches Description The system provides a drop-down selection box when using the Search field. Keywords displayed in the drop-down selections are pulled from available column data only. None of the search fields in Eclipse Reports are case sensitive. If you need to search for the city Orlando, you can type Orlando or orlando. When changing your search from one column to another, wait for the system to display the results after deleting the previous search before moving the cursor. Column searches are also known as quick filters. Use these search fields to narrow your report results and export without having to move away from your report results to create a filter Epicor Software Corporation. All rights reserved. 47

54 Eclipse Reports Rel Function / Term Description If you use multiple quick filters, the system uses an AND operator between filters and displays the results accordingly so that your report results are further narrowed each time you apply a quick filter. For example, you apply a filter on the Product Desc column for "shopvac." The system displays all results that have "shopvac" in the description. You add a filter in the Effective Date column to view items from The system displays items that contain "shopvac" with an effective date in Epicor Software Corporation. All rights reserved.

55 Rel Eclipse Reports Deleting Reports By default, the system keeps all report templates and reports that are run. However, you can delete reports that you have created, when needed. We recommend deleting reports regularly if you do not need them to save space on your server. Delete a single report from your Home page: 1. From one of the Home page tabs, select the check box for the report you want to delete as shown here: 2. Click Delete. Delete multiple reports: 1. From one of the Home page tabs, select the check boxes for the reports you want to delete as shown here: 2. Click Delete Epicor Software Corporation. All rights reserved. 49

56 Eclipse Reports Rel Sharing Reports After creating your report templates and running your reports, you can share reports with other users. You can send a report. To share a report: 1. From the Home page and the Reports tab, fine the report you want to share. 2. Adjust any columns, apply filters, add sums, and then click Share. 3. In the Add User field, add the user name to whom you want to send the report and press Enter to add the user to the Forward To field. 4. To remove a name, highlight the name in the Forward List field and click Remove. 5. If you want to apply a filter when you export, in the Filter field select a filter to apply. For example, if you build a report for a specific salesperson or a particular branch, select that filter. The user receives a copy of the report with only the filtered data. 6. Select Disable Export if you do not want the user to be able to print or export the report. When you select this option, the user cannot access the PDF, Excel, or CSV options. 7. Click Save. The next time the report runs, the systems sends the reports to the users Epicor Software Corporation. All rights reserved.

57 Rel Eclipse Reports Exporting Report Data to Another Format Use any of the following export processes to convert your report data into a format that you can post, e- mail, or print as needed for your business purposes. You can also export specific pages of a report, if needed. Note: If you use Internet Explorer, see Using Internet Explorer with Eclipse Reports below for troubleshooting information. Eclipse Reports downloads a file that is below the size defined in the Maximum Download Size field on the Admin page. If the setting is set so you can download a partial report, the system downloads the report contents up to the size set in the record. To export a report to another format from the Reports tab: 1. From the Reports tab or Report Viewer, select the check box for the report that you want to export as shown here: 2. From the Export menu, select a format for the report: PDF - Portable Document Format from Adobe Excel - Microsoft Excel spreadsheet Note: If your report is larger than Excel can import, the system does not export all rows in your report. You receive a message from Excel when the spreadsheet opens indicating that not all rows were imported. CSV - Comma-Separated Values document using Microsoft Excel 3. Save the report to a location on your computer. To export a report to another format from the Report Viewer: 1. From the Report Viewer, click the report name or from the Actions menu, select Edit to display the report that you want to export. 2. From the report submenu, select a format for the report: PDF - Portable Document Format from Adobe Excel - Microsoft Excel spreadsheet Note: If your report is larger than Excel can import, the system does not export all rows in your report. You receive a message from Excel when the spreadsheet opens indicating that not all rows were imported. CSV - Comma-Separated Values document using Microsoft Excel 3. On the Export Page Range window, indicate which parts of the report you want to export. The pages referred to correspond with the page range indicator on the top of the report, such as: 4. In the Orientation field, indicate if you want the report to export Portrait or Landscape Epicor Software Corporation. All rights reserved. 51

58 Eclipse Reports Rel Save the report to a location on your computer. Numeric Value Error in Excel If you export numeric fields that are not a numeric values, such as a branch field, you may get an error message from Excel about "numeric value stored as Text." You need to adjust your Excel options to make sure your numeric values display correctly. To clear the numeric value error: 1. Display the report in Excel. 2. From the Tools > Options window, click the Error Checking tab. 3. Deselect the Enable Background Error check box. 4. Click OK. Using Internet Explorer with Eclipse Reports If you are using Internet Explorer (IE) to run Eclipse Reports and want to export files using Microsoft Excel, you must have your security level set to medium or higher for the export to work. For information about enabling your browser settings, see the following web site: If your report is larger than Excel can import, the system does not export all rows on your report. You receive a message from Excel when the spreadsheet opens indicating that not all rows were imported Epicor Software Corporation. All rights reserved.

59 Rel Eclipse Reports Creating Shortcuts to Reports Using Excel Eclipse Reports provides a way to create shortcuts to your reports so you can view the latest information from the database any time you open the report. The system creates web query files on your reports. Important: The procedures listed can vary depending on how your browser has been configured to handle downloaded files. The file must be saved with an.iqy extension to work correctly. A web query file provides a direct link to the report source using Microsoft Excel. These files are saved with an.iqy extension. A web query file is dynamic, so that when you access the file, the file pulls the current data from the database and displays it in your report without having to launch Eclipse Reports. The system uploads information for reports whenever you have your report run so your report is always up to date. You can change the schedule on your report, as needed. For example, you are a salesperson and you set up a report for your pricing and customer data. The system creates an.iqy file and you save an icon on your system. Each time you open your report using the.iqy icon, the system pulls the most current information from the database. This way of accessing your file always ensures that you have the most current pricing or customer information on your desktop. Because the.iqy file is a link to the report, you can send an.iqy file for a report through with very little impact on servers. Although only three users can access an.iqy file simultaneously, sending the file does not slow down other processes because the file is very small. Note: You do not need an ODBC interface to use the.iqy files and using the.iqy file does not use an Eclipse license. To save your report in.iqy format: 1. Run your report with the needed parameters. 2. From your home page, click the Reports tab and locate your report. 3. In the Excel IQY column, click the icon on the same row as your report name. Important: Microsoft Excel has a column and line limit. Eclipse does not import a report over 10,000 lines for an.iqy file. If you are running a large report, such as a complete product file report, we recommend running post filters to scale down the data before using or sharing the.iqy file for the report. 4. Click OK to create the icon Epicor Software Corporation. All rights reserved. 53

60 Eclipse Reports Rel In the Opening dialogue box, do one of the following: Selection Procedure Open with 1. The system auto-selects opening this file with Microsoft Excel. Click OK. 2. The file opens in Excel. From the File menu, select Save As. 3. Browse and select where you would like to save the shortcut, such as Desktop. 4. In the File Name field, name the file meaningfully so you know to which report you are creating a shortcut, such as Sales for Branch 2. Make sure that the extension is "iqy," such as SalesForBranch2.iqy. 5. Click Save. 6. At the warning message about using that extension, click Yes. 7. Close Excel. Save File 1. Click OK. 2. The system puts the file wherever your downloads regularly open, such as in a Temp folder or a Downloads folder. 3. Locate the folder and file the system created. If you do not know the folder your browser saves to, check Tools > Options and the Downloads section to find the folder name. 4. Right-Click, select Send to > Desktop. 5. On your desktop, locate the.iqy file, such as Shortcut to odbc 515.iqy. Rightclick and name your icon meaningfully Epicor Software Corporation. All rights reserved.

61 Rel Eclipse Reports Examples: How to Use Eclipse Report Filters Eclipse Reports lets you select the correct file based on the report source you have selected. So most likely the reports would be too much information so you would need to filter the data to get the report you want. Example 1 - Source: Product Sales Details Following is an example to use the Product Sales Details source under the Sales category: Category: Sales, Source: Product Sales Details You start filtering by entering a start and end date on the Fill in Prompts page. However, you want Branch #1 sales only. On the Run-Time Filters tab, you create a filter for the branch. Then, you want branch #1 sales for a certain Price Line. You click Add New and create a filter to select that line. Finally, you want to see all sales greater than $ Create a filter so you select an order greater than or equal to $ Example 2 - Source: General Product Information The following is an example to use the General Product Information source. This source selects information from the product file and most likely provides too much information. Category: Products, Source: General Product Information You want to filter starting by in stock products only. On the Run-Time Filters tab, you create a filter for all products with a status of Stock. You also want to see any product in buy line BRU or CAD. You create a filter to select for either buy line Epicor Software Corporation. All rights reserved. 55

62 Eclipse Reports Rel Example 3 - Source: Product Location Detail The following is an example to use the Product Location Detail source. Category: Inventory, Source: Product Location Detail You start filtering by entering the Fill in Prompts page required information. You filter any product that does not have a defined location. You also filter by location status defective (F) to see any product that is defective Epicor Software Corporation. All rights reserved.

63 Rel Eclipse Reports Configuring Your System to Access ODBC Files Eclipse Reports saves report files for you in open database connectivity (ODBC) files. Each report is saved to a separate file. You can use any tool, such as Microsoft Access or Excel, to handle ODBC files. Use the ODBC files to compare information you have gathered on different reports or merge two of your reports. Note: You must request access to the ODBC files through Eclipse Support. For best results, have Eclipse Support walk you through the setup procedures. Before handling ODBC files, you need to make sure you have the following items: The UniVerse ODBC driver on your system. This file is included in your normal Eclipse system setup. This driver needs to be installed on each computer handling ODBC files. The ID for the reports you want to manipulate as assigned by Eclipse Reports. The Eclipse account from which you want to pull ODBC files. A third-party tool of your choice to view ODBC files, such as Microsoft Access or Excel. Set the Allow ODBC Access For Eclipse Reports control maintenance record. Setting Up the UniVerse Driver Use the following two-step process to setup your UniVerse Driver: Step 1 Step 2 1. Find the UVODBC folder on your server and locate the Universe 10.1b Client. 2. Run the setup.exe program and follow the instructions. 3. On your computer, from the Start > Programs > IBM U2 > UCI Editor > UniVerse ODBC Driver menu, select UCI editor. 4. Right-click on the ODBC data sources node and select Add. 5. Enter the source name <account-odbc>, such as main-odbc. 6. Select UNIVERSE and enter the host name (server name), such as EclipseMain, and click OK. 7. On the Data Source Editing window, click Add. 8. On the Parameter Adding window, complete the Parameter and Value fields (such as Parameter: ACCOUNT, Value: /relcut/main) and click Set. 9. Save and exit the window. 1. On your computer, from the Start > Programs > IBM U2 > UCI Editor > UniVerse ODBC Driver menu, select ODBC Data Source Administrator. 2. Select dbase Files and click Add to display the Create New Data Source screen. 3. Select IBM UniVerse ODBC Driver and click Finish to display the UniVerse ODBC Data Source Setup Epicor Software Corporation. All rights reserved. 57

64 Eclipse Reports Rel In the Server field of the Server area, use the drop down arrow and select your server. Important: Use the drop down arrow to select the server, do not type it in. 5. Click Test Connection to make sure the setup is correct, click OK, and exit the window. Locating the ID for the Reports To import ODBC files into your third party tool, you need the assigned ID for the reports. To locate the report ID: 1. Click Home from the main task bar and click the Reports tab to display all available reports for your user ID. 2. Do one of the following: Hold the cursor or hover over the report name. The ID displays in a pop-up tool tip. Click the report name and then click the Report Detail tab. The ID displays in the Report File field, such as ODBC$.515. Locating the Eclipse Account Example setup: Microsoft Access The following is an example of setting up a tool to use Eclipse ODBC files. 1. Launch Microsoft Access. 2. From the Data menu, select Import External Data. 3. Select New Database Query to display the XYZ window. 4. Select the account from which you want to view ODBC files. 5. Expand the file folder displayed to view the current report files. 6. Select the files you want to import into the Access database Epicor Software Corporation. All rights reserved.

65 Rel Eclipse Reports Configuration Example: Setting up Excel to Handle ODBC Files Before opening ODBC files in Excel, configure Excel to pull Eclipse account data. Note: The UniVerse database must be set up in your system before running this procedure. Please contact Eclipse Support for assistance, if needed. To configure Excel for ODBC files: 1. Open Microsoft Excel on your computer. 2. From the Data > Import External Data menu, select New Database Query to display the Choose Data Source window. 3. Select the Eclipse database you want to use, such as UV/ODBC Sales, and click OK. 4. In the ODBC Data Source Name field, verify the database you are using, then click Options. 5. In the Performance area, select Fast Connect (Old OTL). The system does not automatically refresh the database at this time. Important: If you can select Refresh OTL on Connect, retrieving your data can take longer depending on the amount of data in the database you selected. If you do not see your report data immediately, you can run a refresh command through TCL using the HS.UPDATE.FILEINFO command. To run a TCL Command, open an Eterm session. From the System menu, select TCL. Enter the command and press Enter. 6. Click OK. Note: If the database is not installed on your system properly, Excel displays an error. When you click OK, the database will be blank. Try restarting your system. If this does not solve the problem, contact Eclipse Support Epicor Software Corporation. All rights reserved. 59