Pulling Producer Activity Reports into Excel
How do I pull my Producer Activity Report into an Excel format?
1. Go to the Reports tab in the bottom left corner.
2. Next, go to Excel Reports.
3. From there, run the PDX Data Export Report.
4. In the window that opens select the Delivery Date you would like to pull and specify the Report Type.
You can also specify by the Stream, and running this report will pull data for every PACT for the selected month that matches your entered criteria.
Note: If you also receive these reports from other companies, keep in mind running this will pull all applicable report information for all companies.