EDIFICE Inquiry - Executive Reporting Customer Rank Report

EDIFICE's Executive Reporting Customer Rank report function allows you to create your own individualized reports ranking customers on usage, billing and payments.  Executive Reporting is flexible and offers many options to allow you to target the information that you want.  How you view the report is flexible with options for viewing as a list/table format or as a visual graph or both ways if desired.  In addition to being displayed on the screen, report information can be printed and exported to Microsoft Excel, Microsoft Word or saved as a PDF.  Graphs can be saved as an image as well.  

The customer rank report feature makes it simple to identify your top customers by usage, billing dollars or payments over a specific period. This type of report is perfect for quickly answering questions like these.

 

Directions:

From the EDIFICE Inquiry, select Tools and then Executive Reporting.  Click Create New Report and select Rank.

Enhanced Inquiry - Executive Reporting Customer Rank Report Example:

 

Executive Reporting Customer Rank Report Prompts

The Customer Rank Report options display.  Select the following options:

Note:  The options used below are an example of how to determine the customer rank to report.  Any combination of these options can be used to report your biggest customers.

 

 

Report Type

Select the type of rank to report.  Choices are usage, billed amount, payments received, finance charges or billed and finance charges.

Post Date

Choose a defined date range or click Custom to enter a unique date range.

Rate Class

Select all or specific rate classes.

Number of Customers to Show

Click up or down to be the desired number of customers to report.

To specify how the report should be presented, click a choice in the drop-down list.

Choices are:  

  • Table - Displays in a grid format.  

  • Graph - Displays in a pie chart or column graph.

  • Both - Displays the report in both a table and graph presentation.

Note:  Right-click functions include print and export functions, which are explained in the Printing & Exporting Report information Step.

To start the report, click Run.

Note:  After the report begins, it will process in the background.  You are free to do other work.

Viewing the Report


 

Sorting, Filtering

The report information can be sorted, filtered and grouped by any column.  To sort, click the desired column heading.  To reverse sort, click the column a second time.

To use the saved options each time the report is run, click Hide Report Options.  The report will automatically start processing when run report is selected and the options will not display.

To enter or change the options each time the report is run, click until Show Report Options displays.  This allows you to edit the options each time the report is run.

To save the report, click Save.  The report is saved as a report for your user.  The following prompt displays when the report is saved.  Be sure to enter a title and description that allows you to quickly identify the report.

To save changes to a report, the following prompt displays:

To save the changes, click Yes.  To omit the changes, click No.

Notes:

  • To run the report again, double-click the report name in the Executive Reporting list.  It will open the report in its own tab.  You can change the options and then click Run.

  • Each time you run the report, you can edit the options if the report is not locked.

  • Or, you can set the options to run based on date options that are relative to today's date.  Then, you can set the Hide Report Options to make the report automatically run each time it is opened.

Report Right-click Options

 

Right-click Graph Options

Right-grid options:

  • - To expand all rows in the grid, click Expand All.

  • - To collapse all rows in the grid, click Collapse All.

  • - To copy the information highlighted in the selected rows, click Copy.

  • - To begin printing the displayed information, click Print.  The Print dialog opens.

  • - Or, to print to the Print Preview window, click Print Preview.

  •  -To create a Microsoft Excel spreadsheet from the displayed information, click Save as Excel.  This can be handy if you want to further manipulate the report data.  Then, follow the normal Windows® save procedure listed below.

  • - To create a PDF document from the displayed information, click Save as PDF.  Then, follow the normal Windows® save procedure listed below.

  • - To create a Microsoft Word document from the displayed information, click Save as Word.  This can be handy if you want to change the heading or print the report on letterhead.  Then, follow the normal Windows® save procedure listed below.

The Windows Save As steps:

  • At the Save In field, navigate to the desired location.

  • At the File Name field, enter a file name.

  • The Save as Type is set based on the Save as selected:

  • Excel document to save as an Excel file.

  • PDF to save as a PDF document.

  • Word Document to save as a Word document.

  • Click Save .