1. Log into Chargify

2. Go To Transactions

3. Do the following search

4. Download the CSV and open it in Numbers (don’t use Excel for this one)

5. Within the CSV file: 

• Sort Column L by ascending order and delete all FALSE transactions.
• Sort Column E by ascending order
• Delete all rows for any non-lease purchases, so all that are left are $240 and $288 transactions

6. Sort Column B by Descending (newest to oldest). 

7. Delete Columns C, D, F - T, so all you’re left with is the ID, Created_At, and Amount_in_Cents columns.

8. Open existing report: https://docs.google.com/spreadsheets/d/14-sog9fu8eGg14b76Q5akl5JSYCn9FpNuCp0IRrjUIs/edit#gid=0  

9. Open the current year’s tab and scroll down to the bottom.

10. Delete the current total and add the month you’re entering data for into the Column A cell of SaaS report.

11. Copy Columns A, B, and C in the CSV file (do not include top row, start in row 2) and paste into the SaaS report in the row below the month, then adjust the text and borders to match the data above.

12. Next to the month, in Column C, enter the formula =SUM(C382:C496) or whichever cells begin and end the month, to add up all purchases for that month.

13. In Column D, enter the formula =C381/100 (or whichever cell is next to the month you’re entering info for) to break purchases down into a $0.00 format.

14. Scroll to the bottom of the report and in the last row, add up all sums in Column D using a formula similar to this: =SUM(D2:D496)

15. Re-Share document with Todd ([email protected]), Jonathan Main, Lisa ([email protected]), and Andrew.