# Marketing Stats

• Do this to update the marketing stats until it's automated in Negoti8or

# Downloading the Commscode report

• Open CommsCode and sign in with your credentials, account code is always 25570

• Once signed in click on Reporting

• Change the date range to the dates your require

• Click on the CDR button next to Download at the bottom of the screen

• This will download the report for that date range

• Open the report that was downloaded from Commscode, this will open in Excel

• Once this opens DOUBLE click on the vertical lines between each column to expand them

• Now that all columns are expanded click on the first record on line 2

• Hold down the shift key and press the right arrow until you have selected across to the result columns

• With the shift key still pressed, hold down CTRL as well and press the down arrow, this will select the whole sheet

• Hold down CTRL and press C to copy the sheet

• Scroll all the way up and take note of the first highlighted row

# Open the Marketing Stats Spreadsheet

• Click on the Calls Commscode tab at the bottom

• Hold CTRL and press the down arrow to go to the last line in the spreadsheet

• Now this is where we compare the first line of the copied report and see if it already exists in the marketing stats sheet

• If it does then select the first entry on that line and hold CTRL + V to paste over the top of it

• This is all that is required for Commscode, you can close the website and report now

# The Jobs Tab

• Click on the Jobs tab at the bottom of the marketing spreadsheet

• Select the first Job id in the list and hold CTRL and press arrow down to go to the bottom

• Take note of the date and job id

• Open Reports in Negoti8or and click on Demographic

• Change the date range to start from the last date in the marketing spreadsheet

• Add the following segments, take the tick out of include task jobs and click Generate CSV

• Open the file that has been downloaded

• Click on column F then click Wrap text twice, its located in the menu beneath View

• Again click on each vertical line between each column to expand them

• Now that this is done click on row 2, the number and click on Filter on the menu to the right

• This will put a filter on each Column, select the dropdown for date and select Oldest to Newest

• This will sort all the entries by Date, any records that date is prior to the date of the last records in the marketing stats delete them

• Select the rows you want to delete and right click and select delete

• Now click on the first job ID at the start of the sheet and use SHIFT plus right arrow, then CTRL + SHIFT and down arrow to select the sheet

• Press CTRL + C to copy all that is selected

• Take note of the first job ID you selected

• Go to the marketing stats and find that JobID you selected and select it in the marketing stats, then use CTRL + V to paste over the top

• You can now close the downloaded report

# The Calls Negoti8or Tab

• Open the Calls Negoti8or tab in the Marketing stats

• CTRL arrow down to get to the bottom of the list

• Choose the date you need to select from, if the last date for instance is 8/1/2021 then scroll to the first entry with that date

• Select the ID in the first column for that entry and take note of it

• Open the Calls report in Negoti8or from the left menu

• Enter your date range, usually Monday - Sunday last week

• On the right select the drop down list and click -1

• Open the downloaded report

• Again expand all the columns

• Click the 1 to select the whole first row and click on filter and filter again

• Filter by Date / oldest to newest

• Select the Row with the same ID from the Marketing Stats report

• Shift Right arrow to select each column and Shift + CTRL + down arrow to select to sheet

• CTRL + C to copy

• Go back to the Marketing Stats sheet and make sure the correct ID is selected and press CTRL + V to paste it in the report.

• This is all the completed now, you should be able to close everything and the marketing stats are updated