Page Comparison

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1. Export billing report from Adobe Sign: Reports > Create a new report > Set Creation Date to Last Month > Run Report

2. Save Report, using a name containing the scoped month/year > Export report data

3. Wait a bit while report is generated, go back to main Reports screen, reload, will appear under My Export Report Data

4. Download the CSV file

5. Clean up report to remove rows that don’t represent billed transactions from Adobe Sign

   1. Create new column A, copy formula =AND(G2=V2,W2="",H2<>"Default Group",BQ2<>"FORM_FILLER") to all rows

   2. Select whole sheet, select Filter

   3. Filter out TRUEs in new column A (including only FALSE)

   4. Filter on Agreement Status, including only Canceled, Completed, In Process

   5. Find & Select > Go To Special > Visible cells only, Copy and Paste selected rows into a new Sheet

   6. Save As new filtered CSV file (containing just rows we want to bill)

   7. In PCR: Admin > Imports / Exports > Import Files > Import Files

   8. Upload File(s) > search for “adobe” in Import File Format > Upload Import File (or Test first) > select filtered file

   9. Wait a bit while file is processed, watch for green checkmark under Processed

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