Position Data Report for Tableau

We have been asked to send a Position Data Report to Bethany Crowell once a week. Typically, this report should be run once a week, preferably on Monday if possible.

To run the report, log into Salesforce and click on the Reports tab.

Type positions in the Folders search tab on the left side of the page. Then open the Positions folder.

Click on Position Data for Tableau.

Click the Export Details button. Leave the Export File Encoding and Export File Format fields as they are, and click Export.

An excel file will automatically download into your Downloads folder. Rename the file to include the name of the report and the date the report was run (e.g. Position Data Report 1-19)

Include the file as an attachment in an e-mail to Bethany Crowell (bethany.crowell@eccles.utah.edu).

After e-mailing the report, archive it in the O drive. Go to the Corporate Outreach section and then place the report in the Position Data Report folder. You can also copy and paste the text below into Windows Explorer to go directly to the correct folder:

O:\Corporate Outreach\Position Data Report