Epicor Reporting, Dashboards & BAQ Development

Turn Epicor Data into Information Your Team Can Actually Use

Epicor captures information across every part of your operation, from production and inventory to purchasing, sales, and finance. But having access to the data isn't the same as having the information you need to make better decisions.

That's where effective reporting comes in.

At Butiq, we help organizations build reporting solutions that make Epicor data easier to access, understand, and act on. Whether that means developing Business Activity Queries (BAQs), building operational dashboards, creating custom reports, or connecting Epicor to Power BI, our focus is always the same: delivering the right information to the right people.

Rather than simply creating reports, we help build reporting systems that support day-to-day operations and long-term business decisions.

Getting More Value from Your Epicor Data

Most organizations collect far more data than they actually use.

Over time, reporting often becomes a collection of spreadsheets, exported reports, and one-off queries that answer individual questions but don't provide consistent visibility across the business.

Common challenges include:

Users exporting data to Excel for further analysis
Reports that no longer answer the right business questions
Duplicate reports that produce conflicting results
Dashboards that are difficult to maintain
Slow-performing BAQs
Information spread across multiple reports instead of one reliable source

In many cases, the issue isn't a lack of data—it's organizing that data into reporting that's useful, accurate, and easy to maintain.

Let’s Improve How You Use Epicor Data

Our Approach to Epicor Reporting

Good reporting starts long before a report is built.

We begin by understanding what decisions the report needs to support and how your team actually uses information throughout the day. From there, we identify the most appropriate way to deliver that information, whether through BAQs, dashboards, reports, or external analytics tools.

This approach helps ensure reporting stays aligned with operational needs rather than simply displaying available data.

The result is reporting that's easier to maintain, performs more reliably, and provides information people actually use.

Epicor Reporting Services

Business Activity Query (BAQ) Development

Business Activity Queries are the foundation of reporting in Epicor. Well-designed BAQs provide reliable data that can be reused throughout dashboards, reports, and other applications.

We help organizations develop and optimize BAQs for a wide variety of operational and reporting needs.

This includes:

New BAQ development
Complex joins and relationships
Calculated fields
Parameter-driven queries
Performance optimization
Reusable data sources
Troubleshooting existing BAQs

Whether you're building a new report or improving an existing one, a well-designed BAQ often provides the foundation for everything that follows.

Epicor Dashboards

Dashboards make important information available without requiring users to search through multiple reports.

We design dashboards that help departments monitor the information most relevant to their daily responsibilities.

Examples include:

Production dashboards
Inventory visibility
Sales performance
Purchasing activity
Executive KPI dashboards
Operational metrics
Department-specific workspaces

The goal is to surface meaningful information where users need it, making it easier to identify issues and respond more quickly.

Custom Reports

Not every reporting requirement can be addressed through standard Epicor reports.

We build custom reporting solutions that present information in formats that better support your business processes and documentation needs.

This may include:

BAQ Reports
SSRS reports
Operational reports
Customer-facing documents
Internal management reports
Formatted business documents

Our focus is on creating reports that are both useful and easy to maintain as your business evolves.

Power BI Integration

Many organizations use Power BI alongside Epicor to create more advanced reporting and analytics.

We help connect Epicor data to Power BI so organizations can build interactive dashboards, combine information from multiple systems, and provide broader visibility across the business.

Power BI can be particularly valuable for:

Executive reporting
Manufacturing performance
Financial analysis
Operational trends
Cross-system reporting
Historical analysis

By building on reliable Epicor data, Power BI becomes an extension of your reporting strategy rather than a separate reporting environment.

SQL Reporting & Data Analysis

Some reporting requirements extend beyond standard Epicor reporting tools.

For organizations that require deeper analysis or more complex reporting, we provide SQL development and database analysis to support specialized reporting needs.

Services include:

SQL query development
Data extraction
Reporting optimization
Database analysis
Performance troubleshooting
Advanced reporting support

These solutions are typically used when reporting requires greater flexibility or integrates data from multiple sources.

Choosing the Right Reporting Tool

Epicor offers several ways to access and present information, and each serves a different purpose.

Business Activity Queries provide the underlying data that powers many reporting solutions.

Dashboards make operational information available to users throughout the day.

Custom reports are often the best choice for formatted documents or recurring business reports.

Power BI provides advanced analytics and visualization across Epicor and other business systems.

SQL reporting supports specialized reporting requirements that extend beyond standard Epicor tools.

Choosing the right approach depends on the business question being answered—not simply the reporting tool itself.

Improving Existing Reports

Many organizations already have reporting in place, but it has grown over time without a consistent strategy.

As new reports are added, duplicate BAQs appear, dashboards become outdated, and users begin relying on spreadsheets instead of the ERP system.

We help simplify existing reporting environments by:

Optimizing slow BAQs
Consolidating duplicate reports
Improving dashboard usability
Simplifying reporting structures
Improving report performance
Updating legacy reporting solutions

In many cases, improving what already exists provides more value than replacing it entirely.

Reporting That Supports Better Decisions

Reporting should support the work your team does every day.

Whether someone is reviewing production schedules, monitoring inventory levels, tracking purchasing activity, or evaluating business performance, they should be able to access reliable information without unnecessary effort.

We help organizations build reporting that supports departments across the business, including: