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Data Uploads:

From the Home screen:

  1.  Click Take Action under Data Uploads.

  2. Click the File Type drop-down and click file type.

  3. Click Browse and find the file on your PC.

  4. Click Submit File.

  5. Records accepted/unaccepted are displayed below.

  6. Click the Errors (if indicated) to see any errored records.

  7. Make the necessary corrections to the records and re-submit the file.

 Reports:

From the Home screen:

  1. Click the Run Report drop-down and click report.

  2. Click/Select Report Criteria.

  3. Click Run Report.

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