NACCAS Pre-Visit Survey

This is a guide to using the Pre-Visit Survey macro for NACCAS visits.
Per NACCAS this is to be ran and submitted no later than 7 days before the visit.


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)
Creation date: 11/18/2019 3:27 PM      Updated: 3/22/2022 12:25 PM
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