Benefits of using Create
- Select the fields you want in your extract report
- Add Product and Store features in the same extract report
- Create an extract report for multiple years of data
- Use unlimited filtering to get the data you need
- Schedule your data extracts to be ran and emailed to you weekly or monthly
- Share your extracts with colleagues
Accessing the Create Feature
You can find the Create button at the top of your screen.
Once opened, you will see two menu items: Extract Creation and Manage Extracts
Extract Creation Overview
In the Extract Creation process, you will follow a Four-Step Process to create your data extract.
Step 1: Choose Output
Initially, the screen launches into Content and Layout and skips the Choose Output step since there is only one output format available at the moment.
Step 2: Content and Layout
- Content Selection:
Decide which data columns (fields) you want included in your extract.
Popular fields are displayed by default.
Selecting a popular field will auto-select corresponding fields in other related tables.
- Customizations:
Adding Fields: For example, add subcategory, state, and year.
Removing Fields: For example, remove gross sales if it isn’t needed. 
Layout Options: Configure the layout in either List View or Pivot View.
List View - Click on customize icon to drag and drop the fields into respective areas and click the field name to rename them.
Hovering over a renamed header reveals its source information.
The final export includes all header changes.
List View - Click on customize icon to drag and drop the fields into respective areas and click the field name to rename them.
Hovering over a renamed header reveals its source information.
The final export includes all header changes. 
A gear icon offers an alternative setup, familiar to Excel users.
Once you set up your content and layout, click Next to move to the Data Selection step.
Click here to learn more about setting up Pivot View
Data Selection and Filtering
Once you set up your content and layout, click Next to move to the Data Selection step.
- Default Filters:
A date filter is automatically applied to default to the most recent week.
You can choose from options like last four weeks, last month, or a custom date range via the calendar.
- Filtering Options:
Filtering by Product: Create allows you to use Product filters to extract the data for the products that are important to you.
Tap on the Product feature you would like to filter by, then add or omit the product types. You can filter by any of or none of.
Filtering by Store: Create allows you to use Store filters to extract the data for the stores that are important to you.
Tap on the Store feature you would like to filter by, then add or omit the store types. You can filter by any of or none of.
When you are finished filtering by Date, Product and Store, click the Preview button on the bottom right corner of the screen.
Previewing and Generating Extracts
- Overview
Output Type: Choose between Excel or CSV. Very large files can only be out but in CSV
File Name: You can change the default file name.
Data Output: This indicates whether your extract will be in List View or Pivot View.
Data Filter: This shows how may filters you have used in the extract. Click the filter count to review the filters and/or modify your filter selection.
Number of Records: This shows how many records will be in your extract.
Editing: The Pencil icon gives you the ability to go back and re-edit selections, layout and filters.
Extract Preview: You can see a limited preview of what your extract will look like. The preview only shows a small sample of your extract.
If your preview is not what you intended, use the Pencil icon to re-edit.
Once you are satisfied with your preview, click Generate Report on the bottom right corner of the screen.
- What happens next?
After you have clicked Generate Report, krunchbox will generate your extract and send a link for your extract to your email address.
The time it takes to receive your extract is determined by the amount of data in the extract. Extracts with large data sets may take several minutes to generate and send.
- More Actions:
Save Selections: You can save your extract selections so you can rerun your extract when new data is added to your krunchbox.
Schedule Data: New data gets updated in your krunchbox weekly. You can schedule your extract to be run Weekly or Monthly, with new data, and sent to your email address.
Email the Link: You can also elect to have your extract link sent to a colleague.
Go to Data List: This function will take you to your list of saved extracts and your extract history.
- When you receive your Extract Link
Below is what your Extract Link email will look like.
Your Download will be a zipped file containing a Note file of your selections and your Extract in either Excel or CSV.
Managing your Extracts
To access the Extract Management function, click Create and select Manage Extracts.
- Saved Selections
Your saved selections are the list of all your saved extracts.
By clicking on the Cog icon under details you can: Run with the latest data, edit your filters and rerun, schedule your extract to be run weekly or monthly, share your extract settings with a colleague, and remove from saved list.
- History
The history section shows your history of extracts. From this list you can download your latest extract by clicking the download Icon. The download expires when new data has been entered into krunchbox.
You can rerun an any extract from your history list with new data.
You can save and schedule an extract from your history list.
Click here to learn more about the Create module.
Need Help?
If you have any questions or need assistance with creating extracts, please contact us at: support@krunchbox.com