Support : Account Maintenance : Billing Reports by Email : Downloading and Using the Macro

Download Instructions for the Example Macro
(for Microsoft Excel Running on a PC-Based Operating System)

PRINT AND READ THE FOLLOWING BEFORE PROCEEDING.

STEP 1

Downloading the Macro

Once you have saved the .TXT file to your hard drive, you must download the macro and save it to your hard drive. This is a one time process.

Read the following before downloading the macro.

1. Create a directory on your C drive in which to place the macro file. We recommend C:\EXCEL\SHEETS\
2. Download the dialog_10.exe [self-extracting archive] file:
   
3. Choose to save the file in a temporary directory, for example, C:\TEMP
4. Save the file as dialog_10.exe
5. Using your file manager, run dialog_10.exe (this opens up the Windows PKSFX box).
6. In the Extract to text box, specify a directory (e.g., C:\EXCEL\SHEETS) and a file name (e.g., Dialog.xls).
7. Click Extract .
8. If you are creating a new directory, click OK .
   The file is now ready to be opened in Excel.

STEP 2

To view the reports in Excel

1. Open Excel.
2. Select Open from the File menu.
3. Specify the file location of the Dialog.xls file (for example C:\EXCEL\SHEETS\Dialog.XLS) and click Open
   Note: the following message may display. Click Enable Macros to display the Open File box.
4. In the Open File dialog box, enter your bill-to account number in the Bill-to User Number text box.
5. In the Open File dialog box, enter the location (directory and path) where you saved the .TXT you received in the billing email message, for example, C:\TEMP. Please do not specify the file name.
   The Account Management Report screen displays.

STEP 3

Displaying the Report

To display a report for the specified Bill-To Number, click the Display Report button assigned to the type of report you want to display.

If you have requested billing data for more than one Bill-To number and you have saved the .TXT file from more than one email message, to display the report data for another.TXT file, click Open File. Enter the Bill-to Number and the .TXT file location in the Open File dialog box.

NOTE: To print a report, use the PRINT button on the Excel spreadsheet. Do not use the File menu Print option.