📄️ Product Overview
EPASS Reports is a web-based reporting tool purpose-built for accessing and enhancing EPASS reporting functionality. EPASS Reports provides a rich set of features, these include:
📄️ Opening EPASS Reports within EPASS
Instead of accessing EPASS Reports separately through a web browser, you can configure EPASS to automatically open EPASS Reports from within the application. This feature provides seamless integration for EPASS users by automatically logging them into EPASS Reports and opening the selected report.
📄️ Viewing the Dashboard
The Dashboard offers a personalized view of your EPASS Reports usage, displaying information specific to the logged-in user.
📄️ Report Screens
The majority of the reports from EPASS are all supported in EPASS Reports v1. Each report will have the same parameters available as EPASS but with fresh new UI Controls and enhanced functionality.
🗃️ Reports Distribution
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📄️ Report Bursting
Report Bursting allows you to quickly run a report for many users at the same time, but provide each of those users with their own copy of the report, with their own set of data on the report. Some common ways to use Bursting would be to run the OE-01 Outstanding Invoices report and send each salesperson a list of their own open invoices, or to run the OE-37 Technician Labor Analysis and send each technician their own numbers for the month.
📄️ Bookmarks and Scheduling
Bookmarks allow you to save the parameters that you would like to run a report with. This allows you to save your common report parameters so that for regularly run reports you no longer have to select them at all. In addition, you can schedule bookmarks run automatically. However, a bookmark must exist in order to schedule a report, there is no way to use the scheduler without first creating a bookmark.
📄️ Importing Custom Crystal Reports
The Report Manager is where you import and configure any Crystal Reports to be used within EPASS Reports. Once a report has been imported it will inherit all of the same functionality that regular EPASS Reports have, including Distribution, Scheduling, Bursting, and using the rich new UI controls.
📄️ My Reports
My Reports is your report inbox – you’ll find all of the reports that you’ve run on demand, scheduled, or that someone else ran and distributed to you.
📄️ Admin
There are various options available in the Admin section.