We’ve combined our detailed EDI report data with the power of Excel to create a new and useful report format. 

Designed for fast data access and intelligent analysis, the new Excel workbook format organizes EDI report data into individual worksheets for each EDI report section.

Clearly-labeled worksheet tabs and columns identify the data and match the labels from the prior PDF versions of the report. The report details, previously included at the beginning of the PDF file, are found on the first worksheet tab.

EDI Reporting- Excel report

The power of Excel makes it easy to organize, sort, and analyze the data on each spreadsheet. You can also print or share all or part of the report data with others.

The following pictures show examples of Excel report organization for invoice and maintenance files. The worksheet column and tab names may be different for your EDI supplier.

EDI invoice file Excel report (example)

EDI invoice report in Excel

EDI Maintenance file Excel report (example)

EDI Maintenance file Excel report

To access any EDI Report in Excel, in the EDI Reporting window, search for the EDI process report that you want to view. When it appears in the search results, click its magnifying glass or highlight it, and then click Generate Report.

Open the Excel report from the EDI reporting window

Your store will automatically be converted to the Excel EDI report format. If you prefer the prior PDF format, the following procedure will reverse this change.

How to set up EDI reports to use the PDF format

  1. On the File menu, click Setup.
  2. Click the Company
  3. In the EDI pane, select Revert to PDF Reporting.
  4. Click Save, and then click Close.

If you have questions or suggestions about this information, contact support@paladinpos.com.