Advanced Data Exports

Beyond the two required reports in the Epicor Eagle Integration, Eagle can export your operational history — sales, receiving, purchase orders, promotions, vendor terms. These exports power the AI assistant’s Advanced Mode: deep analysis over months of real sales and movement data, across every store.

They are optional. Core FastQuery — inventory, tasks, everyday chat — works fully without them.

Query	Query file	What it sends	File name	Schedule
FastQuery POS	FastQuery-POS.xgp	Point-of-sale line items — every sale and credit, with per-line cost and margin	pos	Once a night
FastQuery ITR	FastQuery-ITR.xgp	Inventory movements other than sales — receipts, adjustments, physical counts	itr	Once a night
FastQuery PO	FastQuery-PO.xgp	Open purchase-order lines — what’s on order right now	po	Once a night
FastQuery PO History	FastQuery-PO-History.xgp	Closed purchase-order lines — what was actually ordered, received, and invoiced	po-history	Once a night
FastQuery Promos	FastQuery-Promos.xgp	Active promotions, chain-wide	promos	Once a night
FastQuery Vendor	FastQuery-Vendor.xgp	Vendor replenishment terms — lead times and order minimums	vendor	Once a night

Setting them up

The setup is the same as the required reports, minus the schedules — you already made the nightly schedule, and all of these reuse it. For each query:

1. Download the query file from the table above to the computer running Compass.
2. Import it: Tools > Profile Wizard > Import Profile, scope System, named exactly after the file — FastQuery POS, FastQuery ITR, and so on.
3. Create a scheduled task for it, following the same nine wizard steps as the required reports: same Export Data action, same CSV File format, same SFTP delivery. Only two things differ — type this query’s file name from the table (for example pos), and pick your nightly schedule.

The file name is how FastQuery recognizes each report. On the wizard’s file-name screen, type it exactly as the table shows: pos for sales, itr for inventory movements, po-history for closed purchase orders, po for open ones, promos, vendor. A different name won’t load into the right place.

Date windows are flexible. For the history exports (POS, ITR, PO History), a file can cover any date range you like — FastQuery replaces each calendar day it contains as a whole, so overlapping deliveries are always safe and never double-count. We recommend a trailing 7-day window on the nightly schedule: any outage shorter than a week then heals itself on the next delivery, with no files to re-send.

Don’t change the columns. Each export is checked against its expected layout on arrival. A file with added, removed, or renamed columns is rejected (and flagged on your Integrations page) rather than loaded wrong. If you need a layout change, talk to us first.

Loading your history

The nightly schedule keeps the data current going forward — but the analysis is only as good as the history behind it. When you first set up, send the past 2 years of each history export in one go. Two years is enough for year-over-year comparisons and typically reaches past your last full physical inventory count.

We provide ready-made backfill versions of the history queries — same reports, with the date range preset to the past 730 days:

Query	Query file	File name
FastQuery POS 730 days	FastQuery-POS-730-days.xgp	pos
FastQuery ITR 730 days	FastQuery-ITR-730-days.xgp	itr
FastQuery PO History 730 days	FastQuery-PO-History-730-days.xgp	po-history

Set each one up like any other query — import the file, then create a scheduled task with the same nine wizard steps, using the file name from this table. The only differences: on the last screen, click Execute Now instead of waiting for the schedule, and once the file has gone through, delete the task (right-click it > Delete) — a backfill only needs to run once.

Very large history files can be too big for SFTP — if a file won’t go through, contact us and we’ll load it for you directly.

Using the data

Once the exports are flowing, Advanced Mode becomes available in chat for users with the datasets:query permission — see Roles and Permissions. Advanced Mode conversations draw on your organization’s monthly advanced allowance, described in Included Usage and Pricing.

You can watch the exports arrive on the Integrations → Epicor Eagle page, and FastQuery alerts you if a nightly export stops flowing.