Updating and uploading monthly performance data

1. Updating performance manually

The most simple way to update performance is to do it manually.

1. Select a program in the left frame
2. Click Performance / Monthly Data in the right frame
3. Manually enter performance values and click Save.

2. Uploading performance from an Excel file

There are also various ways to import data. The data can be imported to one single program or multiple programs. Both methods are described below.

2.1. Uploading performance – single program

1. Select a program in the left frame
2. Click Performance / Monthly Data in the right frame

3. Select the “load data from file” radio

4. Choose a file. See Creating import files for more information about files.

5. Upload the file by clicking on save button.

2.2. Importing performance – multiple programs

1. Go to Company profile / Mass imports / Mass Monthly Data Import

2. Choose a file. See Creating import files for more information about files. 

3. If you would like the import to create new programs, tick the “Create new programs for unallocated codes” checkbox. 

4. Upload the file by clicking on save button.