AUTOMATED REPORTING TOOL DOCUMENTATION

Prepared by: Lucas Chan Andreassend, Kimberley Capati, Joni Pablo

Supervisor: Greig Wakefield

Creating a Folder
Step 1: Create a new folder to where you want to save the daily/weekly/monthly
data that is downloaded from ETADirect.

Obtaining Data:
Step 1: Obtain monthly data via ETADirect by clicking on the name of the field

manager which is found at the left hand side of the page and click
and
then Export. After this has been done, save it on the folder that you just have
created.
*Note*
It is recommended that data be exported at the end of each working day instead
of at the end of each month for brevity.

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Setting Up the Job Merger File:

Step 1: Download and save a copy of the Job Merger File on your PC.

Step 2: Open the Job Merger File, then click View tab, then click Macros View Macros.

Step 3: For initial setup, click on ThisWorkbook.JobMerger and then Edit.

Here the directory where the files were saved earlier need to be specified.

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Step 4: Double click on This Workbook in the project panel and search for the
line as shown in the image below. Change it to your chosen directory e.g.
C:\Users\(Your user name)\Desktop\Job Folder.
*Note*
Remember to include the quotation marks when specifying the directory.

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Step 5: Close the window and in the workbook click File - Save, or Ctrl+S on
the keyboard.

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Running the macro(s):

Step 1: Open the Job Merger File.
Step 2: Click Macros (Follow Step 2 from the Setting Up the Job Merger
File).
Step 3: Click ThisWorkbook.JobMerger then click Run. All the job files within
the folder specified above will be merged into the workbook with summaries of
the data on the right-hand side.

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Step 6: To create graphs from the data, run the CreateGraphs macro from the
Macro pane.

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Step 7: It is important when saving the report to use the Save as function and
name the file something relevant e.g. May Job Report 2016. If the regular Save
function is used, the Job Merger File will be overwritten with the new data, and
a clean file will need to be redownloaded.

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Other Notes:
- When a report has been formulated, the files used should
either be moved to a new folder with a relevant name, or rename the
folder they are in and create a new one which fits the directory specified in
the macro. If new and old jobs are in the same folder, the macro will
combine them regardless.
- You can enable the Developer tab to have faster access to
macros. Right-click on the ribbon at the top of Excel and click Customize
the Ribbon. Check the Developer tab and OK. The Developer tab
gives access to macros instantly on the left-hand side.

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