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

2. Click On 2 PIC Unit Data Detail Report Instructions

3. Click On 3 PIC Unit Data Detail Report Instructions

4. 4 Click On PIC Unit Data Detail Report Instructions

5. 5 Click On Make sure you click on select after you choose option in drop down box PIC Unit Data Detail Report Instructions

6. 6 Click On PIC Unit Data Detail Report Instructions

7. 7 Click On Make sure you click on select after you choose option in drop down box PIC Unit Data Detail Report Instructions

8. 8 Click On Make sure you click on select after you choose option in drop down box PIC Unit Data Detail Report Instructions

9. 9 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 1.1. 2.2. 3. 1.1. PIC Unit Data Detail Report Instructions

10. 10 Do Last PIC Unit Data Detail Report Instructions

11. 11 Download To Excel (Optional) Auto goes to 1 st of mo. … drops down to last of month as well 1 st or last of month is defined by xx/01 or xx/3x PIC Unit Data Detail Report Instructions

12. 12 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

13. 13 It may also ask you - once you save – to open or open folder where saved…. PIC Unit Data Detail Report Instructions

14. 14 1 st Or Last of month WIxx # Hard to tell what each column is, so have to adjust columns and rows PIC Unit Data Detail Report Instructions

15. 15 Click on corner – highlights the whole spreadsheet PIC Unit Data Detail Report Instructions

16. 16 80 Right click to get drop down box PIC Unit Data Detail Report Instructions

17. 17 Right click to get drop down box 13.5 PIC Unit Data Detail Report Instructions

18. 18 1. Highlight the row by clicking on side/edge Wraps text throughout the cellCenters text in cell PIC Unit Data Detail Report Instructions

19. 19 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

20. 20 1 1a 1 & 2 b2 2a 3 1. Click under 1 st 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

21. 21 Highlight all columns that have numbers in them and compare to PHA’s totals. If there are discrepancies (enough to change your Op Sub funding), run a Status Changes Detailed instead of Status Changes Summary to show activity in timeframe requested. PIC Unit Data Detail Report Instructions

22. 22 The End …. Ta Da