Wow.. this is long… Hope you brought coffee TL;DR - Get something purpose-built to do your reporting/bi. Build your own data sets/cubes/data warehouse outside of Epicor. Now, for the meat. I’ve been in the Epicor ERP ecosystem for over 12 years, first as a user, then a consultant, and now IT Director. I love the Epicor ERP product. Legit, it is the best option out there in the mid-market ERP space. Now… From where BAQ/EDD etc. started, Epicor have made SIGNIFICANT improvements. However nothing compares in power, sophistication, and simplicity to using good ‘ole SQL to mine the data you need and then present it with a true BI/Reporting tool. The only advantage I see to using anything that is delivered with Epicor (BAQs/”dashboards”) or sold as a bolt on (EDD or Phocus products) is that it is displayed in the Epicor app and you can jump directly to the trackers. Outside from that, I have been building far superior data tools outside of Epicor for years. The other issue we see with Epico
Here’s how I’ve gotten around that issue in the past while working for public companies. I have a primary account, ‘scook’ that I use for my functional tasks. I then keep a secondary account ‘cooks’ that is marked ‘Sabrina Cook - Admin’ in User Maintenance, and that account has the Security Manager permission. I only do Admin tasks (add/change user permissions, data fix, etc.) with my Admin account. All of my daily work is done under my primary. This is standard practice used for IT Network Admins, too. We do not use generic accounts, ever. For example, the manager account is ONLY used during install and that password is only known by me and my boss. EVERYONE has named access to the system. We also have certain users, developers, that do not have access to the Live environment, and must develop in Dev/Test with me releasing their solutions to Live for them, using my admin account. This ensures that we never risk our Live environment with a developer working in Live. This also allows us
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