Skip to main content

How do I manually upload my reports as a Facility Operator?

J
Written by John Baisley
Updated over 2 months ago

Uploading Reports

When logged into the Facility Portal, go to either Volumetric Reports (PDX) or Financial Reports (PDX). Once you are under the correct report, click on the "New" button located at the top of the screen.

Now select either "Upload PDX PDF(s)" or "Upload PDX Data" from the drop down menu.

If you selected "Upload PDX PDF(s)" the following window will open for you. Now click on the "Add Files" button and search for the PDF documents you wish to upload.

Once you have selected your document(s) and have reviewed the fields in the upload window, click on the "Upload" button.

If you selected "Upload PDX Data", a small window will open where you can click the "Choose File" button to select your XML file for upload.

Once you have selected the XML file for upload, click the "Load File" button.

NOTE: The naming convention for an upload file must follow this format

FORMTYPE_DATE_STREAM_TOCODE_TOFACILITY_NAME

Did this answer your question?