BasisCode Month End Reporting
How to manipulate BasisCode month end report for importing into data records Report is sent out on distribution list on 1st of each month. If data is needed sooner, email Jason and he can pull the report out of the BasisCode system.
Samantha Buck
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61 steps
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3 minutes
1
Click "ClientBilling"
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Click "ClientBilling"
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Click "Create a copy"
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Click "D35"
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Click "ClientBilling"
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Click "Rename"
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Type " original [[enter]]"
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Click "ClientBilling (2)"
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Click "Select All"
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Click "Merge & Center". This is important. Columns will not vlookup correctly if merge & center on entire report isn't undone
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Click "D5"
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Click "C"
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Click "D"
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Press [[ctrl]] + [[shift]] + [[+]]
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Type "Orion ID [[enter]]"
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Click "File Explorer - 1 running window" Vlookup to last months report to bring in Orion IDs
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Click "2023"
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Click "Name"
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Click "Name"
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Click "Name"