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AvatarMichael Melnick
Regional Manager

Ahem.  I did not mean to submit that yet.

I created THIS spreadsheet to track the data.  There is a template tab that you can copy for your own use.

To set up:

  1. Fill in all of your sites in Column A.  I just did it in the order they appear on the intranet under My Locations
  2. In the formula in Column B, replace SPREADSHEET KEY with the key from your site’s CSMR.  Everything from d/ to /edit (it should be 44 characters long).
  3. Run the integrity hours report for that site, using all locations that show up on the CSMR
  4. Paste the data at the bottom into this sheet, highlight Saving Doctors, Integrity Hours, and Innovation Hours (it will hide the innovation, I just find it easier to copy them all).
  5. Any site that has < 10 hours left MTD will be flagged with colors based on how close to the budget (or over!) they are.
  6. Do the same for the OT report for each site.
  7. Important: The following month you will need to change the formula in column B.  Since it auto-pulls from your CSMR directly, you will need to change the end part of the formula, which is boldfaced and underlined here: <span class=” default-formula-text-color” dir=”auto”>=</span><span class=” default-formula-text-color” dir=”auto”>ImportRange</span><span class=” default-formula-text-color” dir=”auto”>(</span><span class=” string ” dir=”auto”>”Spreadsheet Key”</span><span class=” default-formula-text-color” dir=”auto”>,</span><span class=” string ” dir=”auto”>”csmr data!<span style=”text-decoration: underline;”>f41</span>”</span><span class=” default-formula-text-color” dir=”auto”>).  </span>
  8. <span class=” default-formula-text-color” dir=”auto”>Go to your CSMR, and look at the month you are <span style=”text-decoration: underline;”>currently</span> in, for September 2017, it would be cell K41.</span>
  9. On the tracker spreadsheet, highlight Column B, then hit Ctrl H (on windows) or ⌘ + f (on evil Mac)
  10. Search for the current value.  In the September example it would be Find J41 and replace with K41
  11. Make sure you click “also search within formulas”

Feel free to reach out if you have questions or can’t get it to work!