2015 fall waha conference september 16, 2015 pic unit data detail report instructions 1

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2015 Fall WAHA Confere nce September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Page 1: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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2015 Fall WAHA

Conference

September 16, 2015

PIC Unit Data Detail Report

Instructions

Page 2: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

PIC Unit Data Detail Report Instructions

Page 3: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

PIC Unit Data Detail Report Instructions

Page 4: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

Click On

PIC Unit Data Detail Report Instructions

Page 5: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

Make sure you click on select after you choose

option in drop down box

PIC Unit Data Detail Report Instructions

Page 6: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

PIC Unit Data Detail Report Instructions

Page 7: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

Make sure you click on select after you choose option in drop down box

PIC Unit Data Detail Report Instructions

Page 8: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Click On

Make sure you click on select after you choose option in

drop down box

PIC Unit Data Detail Report Instructions

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1. Click on Amp you want the report for (especially if more than one amp PHA)

2. Define Start and End Date – usually 07/01/xx and 06/31/xx (can’t go beyond current date)

3. Once all areas marked and set, click generate report

1.

2.

3.

1.

PIC Unit Data Detail Report Instructions

Page 10: 2015 Fall WAHA Conference September 16, 2015 PIC Unit Data Detail Report Instructions 1

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Do Last

PIC Unit Data Detail Report Instructions

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Download To Excel (Optional)

Auto goes to 1st of mo. … drops down to last of month as well

1st or last of month is defined by xx/01 or xx/3x

PIC Unit Data Detail Report Instructions

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If you do download to excel, typically it will ask if you want to open or save …. Depending on which Windows you have

PIC Unit Data Detail Report Instructions

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It may also ask you - once you save – to open or open folder where saved….

PIC Unit Data Detail Report Instructions

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1st

OrLast ofmonth

WIxx #

Hard to tell what each column is, so have to adjust columns and rows

PIC Unit Data Detail Report Instructions

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Click on corner – highlights the whole spreadsheet

PIC Unit Data Detail Report Instructions

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80

Right click to get drop down box PIC Unit Data Detail Report Instructions

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Right click to get drop down box

13.5

PIC Unit Data Detail Report Instructions

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1. Highlight the row by clicking on side/edge

Wraps text throughout the cellCenters text in cell

PIC Unit Data Detail Report Instructions

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1

2

2a

2b

3

1. Click on Date cell, hold down “shift” key &

2. Click on cell T18 (2a & 2b) – make sure you held down “shift”.

3. Click on drop down tab and select All Borders to put in “lines:

PIC Unit Data Detail Report Instructions

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1

1a

1 & 2 b 2

2a

3

1. Click under 1st column – hold down “shift” key & (1 1a 1b) 2. Click on T20 (in example – may be diff on yours) to highlight area 3. After area is highlighted, click on Autosum to add each column

PIC Unit Data Detail Report Instructions

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Highlight all columns that have numbers in them and compare toPHA’s totals. If there are discrepancies (enough to change your OpSub funding), run a Status Changes Detailed instead of Status ChangesSummary to show activity in timeframe requested.

PIC Unit Data Detail Report Instructions

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The End …. Ta Da