Quarter overview
Follow the guided workflow from importing standardised DSP reports through to generating and publishing label statements.
Quarter workflow
Complete each stage before moving to the next.
1
Import reports
Upload the standardised quarterly CSV files.
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2
Validate data
Confirm totals, currencies and data quality.
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3
Cleanse labels
Resolve missing and inconsistent label names.
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4
Confirm mappings
Match source labels to their LMS destination.
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5
Generate statements
Create Raw, Summary and Detailed reports.
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6
Publish
Send the completed statements to each LMS.
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