Drop daily reports plus optional A/R and Payment Details verification files at once. GWCC identifies each report by content, validates it, and routes it to the correct importer.
Drop report files hereCSV or Excel · daily feeds + optional Accounts Receivable + Payment Details CSV · filenames do not matter
IMPORT SCOPE
Regional file or one branch?
Leave blank for regional files. Branch, Location, Office, Market, Business Unit and Zone columns resolve automatically.
Manual / Individual ImportsUse these when you need to replace or troubleshoot one feed at a time.Open individual importers ▾
DAILY WORKFLOW
Daily Imports
Each card validates the local file before any upload starts.
DAILY IMPORT
Projects & CSV Detail
Missing
Current project, schedule, CSV and job-status detail used across Production, QA and Fire workflows.
PULL INSTRUCTIONS
SystemPower BIReportProject & CSV Detail OverviewDate rangeFull current report · no date filterPull notesPull the complete current report with no MTD date filter. Future scheduled work must remain in the export. CSV or Excel is accepted.
DAILY IMPORT
Daily Operating Report by Location
Missing
Daily location-level operating report for branch and regional KPI facts.
PULL INSTRUCTIONS
SystemPower BIReportDaily Operating Report by LocationDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesUse the report date controls for the exact range shown below. Export the full Southeast/East file when available.
DAILY IMPORT
Service Overview
Missing
Daily branch-level Service operating report.
PULL INSTRUCTIONS
SystemPower BIReportService OverviewDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull the branch-level report for the exact MTD range shown below.
DAILY IMPORT
Service Tech Detail · MTD
Missing
MTD Service Tech performance by employee and lead type. Branch aggregate rows are excluded; each tech’s Total row is preserved.
PULL INSTRUCTIONS
SystemPower BIReportService OverviewDate range10/01/2026–10/05/2026 · MTD through todayPull notesUse Selection = This Month. CSV is preferred; Excel is accepted. Keep Branch, Employee, Lead Type, Net Sales, Gross Sales, Upsells, Cancels, Stops Ran, Average Stops Per Day, ADS, Dispo %, Quoted % and Close %.
DAILY IMPORT
Labor Overview
Missing
Daily hours, roll call and labor operating detail.
PULL INSTRUCTIONS
SystemPower BIReportLabor OverviewDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull all employees/branches for the exact date range shown below. Do not filter to only exceptions.
DAILY IMPORT
Sales NPS Detail
Missing
Response-level Sales NPS detail.
PULL INSTRUCTIONS
SystemPower BIReportSales NPS DetailDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull response-level detail, not a summarized scorecard. Keep Zone/branch and customer fields.
DAILY IMPORT
Service NPS Detail
Missing
Daily response-level Service NPS.
PULL INSTRUCTIONS
SystemPower BIReportService NPS DetailDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull response-level detail for the exact date range shown below.
DAILY IMPORT
Production NPS Detail
Missing
Daily response-level Production / Install NPS.
PULL INSTRUCTIONS
SystemPower BIReportProduction NPS DetailDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull response-level detail for the exact date range shown below.
DAILY IMPORT
CFI Sales Detail · MTD
Missing
Daily MTD CFI performance snapshot.
PULL INSTRUCTIONS
SystemPower BIReportCFI Sales by TenureDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull the full CFI Sales by Tenure detail MTD through yesterday.
DAILY IMPORT
Customer Journey / Recon
Optional
Customer journey and reconciliation detail.
PULL INSTRUCTIONS
SystemPower BIReportCustomer Journey / ReconDate range10/01/2026–10/04/2026 · MTD through yesterdayPull notesPull detailed rows for the exact range shown below.
DAILY IMPORT
Payment Details · 15 Day Lookback
Optional
Payment-level collection evidence used to verify Bad Debt balance movement without changing A/R math.
PULL INSTRUCTIONS
SystemBusiness Central / Payment DetailsReportPayment DetailsDate range2026-09-21–2026-10-05 · 15 calendar days by Payment DatePull notesCSV only. Pull Payment Date for the most recent 15 calendar days. Keep Payment ID, Opportunity ID, Payment Date and payment amount fields.
SUPPORTING SOURCES
As Needed
AS NEEDED
Google Reviews
Optional
Review-level rating, text and response detail.
PULL INSTRUCTIONS
SystemGoogle / manual fallbackReportGoogle Reviews detailDate rangeSince last successful importPull notesManual fallback only while automated exact-profile ingestion is unavailable.
GOOGLE REVIEWS AUDIT
Exact-profile sync status
Only verified Google Business Profile API observations can update listing metrics or route reviews.
