PDS DAILY REPORT - How to produce - for staff who do PDS task Daily ( UPDATED 22/7/16 MATT )

PDS DAILY REPORT - How to produce - for staff who do PDS task Daily ( UPDATED 22/7/16 MATT )

Set up - need access to PDS system and administrator login - see your manager 



go to PDS Site   ( http://partssearch.partsdatasystems.com  ) 
Log in as admin 

log in as administrator 
password - login via last pass 

Export report for that day 
it takes a moment 
freeze top row 
Sort by contact -Column P 
Delete all other rows except your own contact 

Data by  TYPE , then add another sort column and 
sort by QUOTE STATUS 
 
Count the rows , use counter at the bottom of screen 

Fill in the information on the Report 
Dont Count man unapproved 

Count and Fill in on report for 
Not Available 
Man Approved 
Auto Approved 

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