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Process to import Agent Audit Data

File is located here: ..\..\Master_Dashboards\Audit Reports\Agent Audit Data.xlsm


1. Add Cancellations
A. Cerebro
i. Cancellation Report
1. Agent Cancellations
a. Select the correct date range (should just be the same
date range as split sales)
i. Can find max dates with SQL query ..\..\SQL Server
Management Studio\Agent_Audit_Max_Date.sql
b. Export as a crosstab
B. Open Agent Audit Data file
i. Copy and paste into Agent Audit Data at the bottom of the table
C. Filter Agent IDs and check for any rows with invalid data.
i. Delete rows with invalid data
D. Save File
2. Run SSIS Package
A. Open SSIS package for Agent Audit Data import
i. Run SSIS package
3. Remove old data
A. After SSIS package has been run remove the old data by transferring it to the
Imported sheet.
i. Ctrl+Shift+R will transfer the data over for you.

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