Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Prepare incoming report data as CSV files for handoff.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Copy approved records each workday and reconcile transfer exceptions.
Get approved records into your target table and a dated report showing which rows transferred or need fixing.
Check export rows before loading them into the analysis table.
Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.