Creating Postings Reports

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To create a Postings Report, select Reports > Create Report > Posting from the PartBridge.com menu, then follow these steps:

1. Select a company from the drop-down list, then click the Continue button.
   
2. Select a transaction type: Sell Postings, Buy Postings, or All Postings (one or more of these transaction types may not be available, depending upon the company you select).
3. Select a status for the postings:
   1. If you selected your own company in the previous step, you may select a status of Open, In Transaction, or Archived.
   2. If you selected a company other than your own, you can only select a status of Open.
   3. Click the Continue button.
      
4. Select the Report Elements that you would like to see on the report, then click the Continue button. (Report elements are not the elements that you are going to use to filter the report data--those are defined at the next screen.)
   

   The report elements for Postings Reports are divided into two categories, those having to do with Posting, and those having to do with Owner. You may select any number of elements from each of these categories.

5. Define the report in terms of which data elements to use as filters.
   
   • Dates: The Date filter has two fields, one for the beginning date and one for the ending date. Each date is inclusive; in other words, if you put April 1, 2002 as the beginning date, the report will include postings that occurred on April 1. You can provide just a beginning date, or just an ending date. You can also leave both dates blank to retrieve information from all dates. You can type in the date or use the popup calendars to select the date.
     
   • Qty and other filters: For Qty and other filters, you may enter a value and determine how you want the value used. You can select Equals, Not Equals, Begins With, Contains, Greater Than, or Less Than.
6. Select a field by which to sort, such as Date.
7. Select Ascending or Descending for the sort order.
   
8. Click the Create Report button. A Postings Report is generated and displayed.
   

In the Type column of the report, S stands for Sell and B stands for Buy.

You can use the information in the report to find Buy Opportunities. For example, you can copy and paste the Model # from the report into the Quick Search box.

Postings Reports can be exported to Microsoft Excel:

1. Click the link that says, "Export the report to Microsoft Excel." The report opens in Excel in your browser.
2. If you see an Enter Network Password box, click the OK button until the box goes away and you can see the report in Excel.
3. Select File > Save As... to name the file and save it to a location of your choice.

If you will be creating the same kind of Postings Report again at a future time, you can save its format as a Memorized Report:

1. Click the Memorize This Report button. An Explorer User Prompt opens.
   
2. Type a name for the report, then click OK. The screen refreshes, and displays the list of your memorized reports.

See Using Memorized Reports for more information.

Related topics:

• Creating Opportunities Reports
• Creating Transactions Reports