Template Attached for the Quarterly Survey. Only Ricky Horne (Head of IT) or Andrew Tearne (Finance Director) can submit the file to MelissaD@thelia.org.uk.
Password for the LIA Template is: 3w5ytG9h
Epicor BAQ called rpt_LIAQuarterly is where the raw data comes from.
Epicor BAQ Report called rpt_LIACategory creates the excel export required to fill out the survey.
Open the Epicor BAQ Report Designer, go to the 3 horizontal dots (top right) and click PREVIEW APPLICATION.
Insert the DATE RANGE for the quarter you are completing. example: START DATE = 1st October 2025 and END DATE = 31st December 2025 (This would be for Quarter 4, in 2025)
Open the ADVANCED tab and chance the OUTPUT FORMAT to EXCEL.
Click on PRINT PREVIEW ICON.
Once the Excel file is created, open the file, you will notice the LIA category matches the Category from the LIA Template (attached). There are also columns for EXPORT and UK, these also match the LIA template.
Copy and paste the data from the EXPORT & UK column from the export into the template.
Where applicable please add 1% for SMART LIGHTING into the template.
On the template you will need to change the DATE data in the header from the template to the current date ranges, deadline and quarter information.
