1. | Open the NACCAS Visit Macro file (included below) | |
2. | Run a query on the Student General Report using Is Active On: [1year prior to visit date] - [day you are running report] | |
3. | Run a query on the SAP As Of report using the same criteria | |
4. | Input AsOf [yesterday] in the top left corner and click View Report in the top right corner. | |
5. | Export both reports to CSV | |
6. | Click on View in Excel | |
7. | Click on Macros (the upper half of the button) | |
8. | Select NACCAS_PreVisit_Survey from the macro list (may also say 'NACCAS Visit Macro.xlsm'!NACCAS_PreVisit_Survey) | |
9. | Click on Run | |
10. | When saving the report, be sure to change the file type to Excel Workbook (either .xls or .xlsx) |