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Daily PCS Report Upload Guide

Introduction

This guide provides detailed instructions on how to upload PCS reports daily. It includes steps for handling four key reports: two analytics exports (BTR and QA), one marketing report, and a hub export that updates the members' dashboards. By following these steps, you will ensure that all necessary reports are accurately processed and uploaded.

Step-by-Step Instructions

Preparing the Analytics Reports

The first task is to prepare and upload two analytics reports, the BTR and QA.
  1. Go to the print reports section and select the analytics report under project management.
    Selecting the analytics report
  2. Run the BTR report:
    • Set the report date as today.
    • Use a custom date range from 01-01-2025 to 12-31-2025.
    • Apply filters: tracking description excluding "canceled", project template as BTR, and activity ID not as "service con A".
    • Click 'Print Selected' and choose to output to a file in Excel under the C drive's PCS upload folder.
    Running the BTR report
  3. Open the saved Excel file, remove any blank lines, and save it as a CSV (comma delimited).
    Saving the BTR report as CSV
  4. Repeat the process for the QA report by changing the project template from BTR to QA. Follow the same steps to save it as a CSV.
    Running the QA report

Uploading the Analytics Reports to AWS

  1. Log into AWS via OneLogin and navigate to the S3 bucket for analytics reports.
    Accessing AWS S3 bucket
  2. Drag and drop the BTR and QA CSV files into the "collective-analytics-pod" intake folder. Confirm successful upload.
    Uploading reports to AWS

Preparing and Uploading the Marketing Report

  1. Remove the analytics report from selected reports and choose the hub export with "marketing_export" description.
    Setting up the marketing report
  2. Set the date range to 01-01-2023 to 12-31-2025, apply the necessary filters, and save the file as CSV after making required replacements in Excel.
    Editing and saving the marketing report
  3. Upload the CSV to the "collective-tax-csv-prod" folder in AWS, ensuring it replaces the previous day's file.
    Uploading marketing report to AWS

Preparing and Uploading the Hub Export

  1. Select the hub export report, set the date range, and apply the necessary filters.
    Setting up the hub export
  2. Save it as MS-DOS CSV and upload it to the hub via the client app sync interface.
    Uploading hub export

Storing Files in Google Drive

  1. Drag and drop all files from the local folder to the Google Drive's "historical uploads" folder.
    Saving to Google Drive
  2. Clear the local directory to prevent duplication.
    Clearing local files

Conclusion

By following this guide, you have successfully prepared, processed, and uploaded the necessary PCS reports. This ensures that all data is current and accessible for analytics and dashboard updates, maintaining the integrity of the reporting system.

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