Manual for AARP Tasks

1 Weekly Performance Report

1.1 InstructionWhen to do this report: After receiving Michael’s Email, usually on Monday’s night.What is the deadline: Every Tuesday.What is the aim of this report: Obtain data under location in Michael’s Email, and do some summary

work, then make an email to share the summary information with the team.

1.2 Folder StructureLocation: L:\aarp_qmgisi\List Optimization\Insight Library\Weekly_AllInOne

Code: Contains code to run this report.Input: Contains file that used as base data in our code.Output: File that will be output by our code.Template: Template that we used to make report.

1.3 Process Flow

1.3.1 Step 1: Obtain Input FileLocation: L:\aarp_qmgisi\List Optimization\Insight Library\Weekly_AllInOne\Input

How to obtain this data: 1. Enter into the location in Michael’s email, find file looks like below

2. Copy the ACQ_DATA Tab’s data and paste them into the file “ACQ_DATA.XLSX” under our input folder.

1.3.2 Step 2: Run CodeLocation: L:\aarp_qmgisi\List Optimization\Insight Library\Weekly_AllInOne\Code

Details: All the update points are in the SAS-EG above, please follow those update points below to run the program.S01-S03 express step 1 – 3, E1 express export

1.3.3 Step 3: Update TemplateLocation: L:\aarp_qmgisi\List Optimization\Insight Library\Weekly_AllInOne\Template

How to update these two files:a) Email template weekly report YYYYMMDD: All details for QC and update information are in this file.b) Weekly AARP Performance Report YYYYMMDD: Select TAB [2015 & 2016]’s data without the first

row, and use delete button on the keyboard to clean the data. Then copy TAB [Weekly Report 2015 &Weekly Report 2016] without last 3 columns and first row from “credited_on_reporting_detail.xlsx” under output folder and paste to TAB [2015 & 2016] (do not cover the first row)

1.3.4 Step 4: Make Email Report and send out

1.1. Attach the updated Weekly AARP Performance Report YYYYMMDD file to the email.1.2. Copy the information from Email template weekly report YYYYMMDD and paste them to the

email.

1.3. Make a copy of the weekly_AllInOne folder to the public drive for other team member’s use: L:\aarp_qmgisi\List Optimization\Insight Library\Client Files .