Advisor CP Sales: Report Content Not Changing

Advisor CP Sales: Report Content Not Changing

If the numbers on your report did not change from the day before or don’t look right, the Job Detail worksheet may identify the problem:

1. Go to the Job Detail worksheet.

2. What is the Last Update date in cell H3?  If it is not the current date, then:

Reynolds: Use Dynamic Reporting to export ACPS Job Detail data.  If you are using completed reports, ensure you have selected the most recent run date.

CDK: In ERG, run ACPS Job Detail and ensure that you save the file to the C:\PSI folder.

Serti SDS: Re-run the Advisor Data V20 program.

3. What is the most recent RO Open Date? In column G, use the filter button, unselect Select All, expand the current year and month and scroll down – do you see yesterdays date?

If not, then for CDK, PBS and Serti SDS: Is it possible that accounting has not yet closed RO’s?

 

Advisor CP Sales: Adding an Operation Code and Operation Group

Advisor CP Sales: Adding an Operation Code and Operation Group

Op Code and Group Already Exist:

Go to the Op Codes worksheet, find the operation code, click on the adjacent cell in column Group #1.  From the list, select the group.

New Operation Group:

If the operation code will become part of a new operation group, start by going to the Advisor Sales worksheet.  Find the next available green cell and type in the name of the group.  To ensure the new group displays on all sheets, determine the number of groups, then go to the Setup worksheet cell A40 and change as needed.  Finish by linking the op code to the group as above.

New Op Code:

If it is a new operation code and you have added only a few operation codes, then go to Op Codes worksheet, to the bottom of the list and type in the code and the description, then link it to the group as above.  Click the Sort Operation Codes button to resort all the codes.

If you added many operation codes, then Reynolds and CDK dealers need to run the ACPS Op Codes report.  When finished, click the Merge Operations from DMS to import the new codes and then proceed to link them as above.

Advisor CP Sales: Adding an Advisor

Advisor CP Sales: Adding an Advisor

To add an advisor to the report, navigate to the Setup worksheet and in the top left corner add the advisor number and name in the the green cells.  On the Startup worksheet cell B15, ensure the Advisor Count is correct.  When finished, you will need to update the workbook.  Remember to save your changes.

Excel Security Warning

Excel Security Warning

On a new PC, when opening one of my Excel workbooks, you may get a “Security Warning” at the top of the screen advising that macros have been disabled.  Here are instructions for installing my digital signature so that macros run properly.

Download PDF Instructions