Fastrax data export instructions
This article is for anyone who needs to export data from the FasTrax POS system.
The version used in this article is FasTrax Director v1.398.176.
Loyalty Customer Activity Report (Date Range)
Open the FasTrax Directory, navigate to the Loyalty Section, select the reports option, choose ‘Loyalty Customer Activity’ for the report type, select your date range for the report, check the box for ‘Show Items Purchased’, and then select Run Report.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
Loyalty Customer Information Alt Report
Open the FasTrax Directory, and navigate to the Loyalty Section, select the reports option, choose ‘Loyalty Customer Information Alt Report’ for the report type, and then select Run Report.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
Loyalty Customer Information Report
Open the FasTrax Directory, and navigate to the Loyalty Section, select the reports option, choose ‘Loyalty Customer Information Report’ for the report type, for the Advanced Filter option set it to ‘All’, Select ‘Show All Customers’ for The Report By: section, and click Run Report. Note: This report can take awhile to generated depending on how many customers you have.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
Loyalty Customer Campaign Balance Report
Open the FasTrax Directory, and navigate to the Loyalty Section, select the reports option, choose ‘Customer Campaign Balance Report’ for the report type, for the Campaign option select ‘Points Per Dollar Loyalty (new)’, note, the naming convention may vary store to store, and click Run Report.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
Vendor Report
Open the FasTrax Directory, and navigate to the Maintenance section, click on the Vendors option at the top middle of the screen, and then click Print Report.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
Vendor Part Report
Open the FasTrax Directory, and navigate to the Pricebook section, click on the Vendors Parts option at the top middle of the screen, and then click Print Report.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
UPC List Tree Information
Open the FasTrax Directory, and navigate to the Price Book section, click on the Mass Updates option at the top left of the screen, and then click UPC List – Tree Info towards the bottom middle of the screen.
Next, on the ‘Report Viewer’ page, select the Export Report function on the top left of the screen, select to save the file as an .xlsx file type, name the file with the appropriate name, and click save.
