Did you know that you can build custom reports from scratch to suit the needs of your organization within The Business Edge? The Custom reports can be built to your specifications and accessed any time from within the export file data menu located below:

The first step in creating your custom report is to define the type of report you would like to create. This is only done once because The Business Edge will retain the export formats for future use. There are various options in the Export File Data Menu that allow you to select the type of information you would like to create a report for.

Those options are A/R Exports, A/P Exports and Inventory Exports. Once you have decided the type of report you would like to create, you can then select the fields you would like to export in Enter & Edit Export formats

There are multiple Export formats you can setup from within the Menus. Under the A/R Export Formats menu you will see Customer Export, Customer Contact Export, Salesperson Export, another menu for Sales Exports and Customer Part Export. Each of these Exports offer different types of information.

In the example below we will set up an export that will provide you with all of your customer contact email addresses contained in your Customer Master File. First, since we are creating a report that will contain customer contact information, we know we will click on A/R Export Formats and then because the report we are creating contains Customer Contacts we will click on Edit Cust. Contact Export Formats located below:

The Business Edge will require you to enter a numeric Export Code for your report and then a description. The Export Description can be anything alpha and/or numeric that will describe the specific export you are creating.

After you enter your Export Description you will be able to select each piece of information that you would like to see on your report. Keeping in mind that the sequence in which you choose the fields will also be the sequence in which the columns will display when the data is exported. The Business Edge has eighteen different options that can be selected within the Customer Contact Export. Select what you would like to be the first column on your report by clicking on new line

When you see the field that you are looking for, double click on it from within the menu seen below.

On standard reports, you will leave the delimiter set to Tab. Each field you would like to see on your report can be added by clicking New Line and selecting the piece of information you would like to see on your report. There is also an option to click on F2 Select Everything. That option will automatically select all eighteen fields available on the Customer Contact Export Format

When you are finished creating the export format you are ready to run your report. The export example we created was a Customer Contact Export so we will run the report through the menu path below:

In order to run the export you will type in the export code or select if from a lookup list. Because this sample report is a Customer Contact type report you will also be able to choose which customer to begin with and end with or leave the default setting as is to populate all your Customer’s Email Addresses.

The Exports are automatically sent to your screen and from there you can select to send the report to excel or email the report to yourself or someone else

The Custom Reports can be created by a System Administrator, or by a User whose Permissions includes access to the Utilities Menu or Sales Analysis within The Business Edge