Customer Services run reports for house builders associations. This document details how to produce these reports from Salesforce.

Install Excel Macro

This only needs installed the first time you run this process.

Check for Personal Macro Workbook

• Press Alt & F11
• In the tree structure on the left hand side see if you have ‘VBAProject (PERSONAL.XLSB)’:
• If you do then skip the ‘Create Personal Macro Workbook’ section

Create Personal Macro Workbook

• Open Excel
• Go to the ‘View’ menu
• Press the arrow under ‘Macros’ and select ‘Record Macro’:
• On the dialog box which opens, change the ‘Store macro in:’ field to ‘Personal Macro Workbook’ and press OK:
• Enter any text in any cell and press enter (what you enter is irrelevant as we’re going to discard this workbook but you need to do this to create the background workbook)
• Press the stop button at the bottom left:
• That has now created the Personal Macro workbook so you can close the worksheet without saving but don’t close Excel completely, just click File-->Close

Import Macro

• Save the file named Customer_Services.bas somewhere on your PC/network; the file is located in this directory: X:\Systems Admin\System Documentation\Salesforce\Documentation\SysAdmin How - To Guides\
• Press Alt & F11
• In the tree structure on the left of the screen right-click on ‘VBAProject (PERSONAL.XLSB)’ and select ‘Import File’:
• Find the file you just saved in the window, select it and press ‘Open’, this will add the macro
• Go to File -> Save PERSONAL.XLSB
• Go to File -> Close and Return to Microsoft Excel

Produce Reports in SalesForce

Log into Salesforce and press the ‘Reports’ link on the Menu bar. Both reports you require are in the ‘Customer Services’ menu, they are called:

• In-House
• NPA

For each report:

• Click the report
• Enter your selection criteria in the ‘From’ and ‘To’ boxes in the ‘Time Frame’ area
• Press the ‘Run Report’ button
• Once the data has refreshed press the ‘Export Details’ button
• Change the ‘Export File Format’ to ‘Comma Delimited .csv’
• Press ‘Done’ and the data will download to an Excel CSV file in the required location.

Excel Formatting

• Open the downloaded CSV file with Excel
• Press Alt & F8 and a dialog box will open showing all the macros
• Select the relevant one for the report you’re running, either:
  • Format_In_House_Report
  • Format_NPA_Report
• Once selected press ‘Run’. This will format the report into the required columns, separate the address fields into the relevant separate fields etc.
• The macro has completed when the cursor is on cell A2 and the headers are bold
• Perform your standard checking; save the report as an Excel file (it’s currently a CSV so you’ll need to change the file type when saving)