Migrating Custom Reports? Epicforce Tech Ensures Nothing Gets Lost

Introduction: The Hidden Risk in ERP Migrations — Your Reports
When businesses plan an ERP upgrade or system migration, most of the focus goes toward data migration, integrations, and feature parity. But one of the most commonly overlooked — and most critical — elements is custom reports.

From financial dashboards to operational summaries and compliance templates, these reports are deeply embedded in your workflows. Losing them, breaking them, or failing to validate them during a migration can lead to:

Inaccurate decisions
Compliance risks
User frustration
Post-migration chaos
At Epicforce Tech, we know that successful ERP migrations aren't just about getting the system live — they're about keeping your business intelligence intact. In this blog, we’ll walk you through the process of migrating custom reports without losing functionality, accuracy, or visibility.

Section 1: Why Custom Reports Are Critical — and Vulnerable During Migration
1.1 Why Reports Matter
Custom reports are often:

Key to leadership decision-making
Required for regulatory compliance
Tied directly to operations (e.g., inventory, sales, production)
Depended on by multiple departments daily
They’re not just “nice to have” — they’re business-essential.

1.2 Common Migration Pitfalls for Reports
When custom reports are not handled properly during ERP upgrades or platform changes, businesses may face:

Broken queries due to schema changes
Missing parameters in BAQs and dashboards
Incorrect data filters that misrepresent metrics
Unlinked visuals in dashboard widgets
Reports pointing to deprecated tables or fields
Loss of historical trend comparisons
The result? A working ERP with blind spots — and frustrated teams.

Section 2: Our Philosophy — Reports Are Not "Extras", They're Core Assets
At Epicforce Tech, we treat custom reports as core assets, not side components.

Before any ERP migration, we ask:

What reports are mission-critical?
Who uses them, and how often?
What decisions depend on them?
Are there versions that exist outside the ERP (Excel, PDF, etc.) that need consolidation?
This ensures your reports don’t just migrate — they improve through the process.

Section 3: Epicforce Tech’s Report Migration Strategy
Here’s how we ensure nothing gets lost during a custom report migration:

Step 1: Report Inventory & Categorization
We begin with a report audit to build a complete inventory, including:

Custom SSRS reports
BAQs (Business Activity Queries)
Dashboards and widgets
Scheduled or automated reports
User-created ad hoc reports
Externalized reports used in Excel, Power BI, etc.
Each report is tagged by:

Department (finance, sales, production, etc.)
Priority (daily, weekly, monthly, annual)
Complexity (data sources, filters, custom logic)
Step 2: Data Dependency Mapping
Before we migrate a report, we trace:

Which tables and fields it uses
Which BPMs or BAQs it relies on
Any calculated fields or expressions
Security rules affecting data visibility
This ensures that no backend change breaks the data feeding into the report.

Step 3: Compatibility Review with New ERP Version
We validate each report against:

Changes in data structure or naming
Deprecation of fields or functions
New reporting capabilities (e.g., embedded analytics)
Adjustments in user permissions or role-based visibility
We don't just migrate reports — we enhance them for the upgraded environment.

Step 4: Rebuild or Refactor Reports as Needed
Depending on compatibility, we:

Fully rebuild reports using updated BAQs
Re-map fields and filters
Update joins and expressions
Improve formatting, visuals, or layout for clarity
Incorporate new metrics enabled by the upgraded ERP
This gives your team cleaner, faster, more relevant reports — not just copied-over files.

Step 5: User Validation & Feedback Loop
We bring in end users to validate:

Does the report show what you expect?
Are the filters working correctly?
Are totals and breakdowns accurate?
Is the report format usable?
We gather real feedback before go-live to catch errors and confusion early.

Step 6: Performance & Scheduling Check
We ensure:

Reports run within acceptable time limits
Scheduled reports are reconfigured and tested
Alerts, subscriptions, or exports are working
Large-data reports use proper optimization
No more reports timing out or failing silently post-migration.

Step 7: Post-Go-Live Monitoring & Adjustment
Once live, we continue to monitor:

Usage metrics (who's running what, and when)
Error logs for failed executions
Data trends and validation
User tickets or report-related issues
We refine reports post-launch — so performance and accuracy only improve.

Section 4: What We Avoid — The Mistakes Other Teams Make
Here’s what Epicforce Tech never does during report migration:

Lift-and-shift without validating data paths
Ignore legacy reports used outside ERP
Leave report scheduling broken post-launch
Let end users “discover issues later”
Delay validation until after go-live

We fix before it breaks. That’s our core principle.

Section 5: Case Study – From Broken Reports to Better Business Intelligence
Client: Multi-site Manufacturing Company
Challenge:
During their last ERP upgrade, dozens of custom production and costing reports failed — disrupting operations and delaying invoicing.

What We Did:

Audited all reports
Rebuilt BAQs with optimized joins
Created user-friendly dashboard views
Automated key financial and job cost reports
Result:

98% report match accuracy pre-launch
40% reduction in report execution time
Zero report-related tickets post-go-live
Section 6: When Is the Right Time to Migrate Reports?
Ideally, before or during your ERP migration — not after. Here’s when to get started:

You’re planning an Epicor® upgrade
You’re switching to a cloud-hosted ERP
You want to consolidate reporting from multiple sources
Your current reports are slow, buggy, or hard to maintain
Your teams are using Excel workarounds due to broken ERP reports
Pro tip: If you're rethinking workflows or roles — it's the perfect time to redesign reports to match new behavior.

Section 7: Tips to Prepare for a Smooth Report Migration
Here’s what you can do today to get ready:

List your most-used reports
Identify the source BAQs or data connections
Note who runs each report and how often
Flag reports that are inaccurate or slow
Back up all templates and report definitions

We can help you take it from there.

CTA: Don’t Let Your Reports Break During Migration
Your reports tell your business story — but only if they survive the move.

At Epicforce Tech, we specialize in migrating custom reports alongside ERP upgrades with:
Zero data loss
Full user validation
Faster, cleaner, more scalable reporting outcomes

Talk to a report migration expert: +1 (888) 280-5585
info@epicforcetech.com
www.epicforcetech.com

Conclusion: With Epicforce Tech, Your Reports Don’t Just Migrate — They Evolve
ERP migrations are more than technical upgrades — they’re opportunities to improve how your business sees and uses data.