Excel Wizard required to collate CSV information into PDF Branded Report - Macro
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£60(approx. $75)
- Posted:
- Proposals: 6
- Remote
- #2175059
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Description
Experience Level: Entry
Estimated project duration: 1 day or less
I require a Branded report to be created by Macro collating information from Different CSV reports using Xero data.
I want to download the CSV reports into tabs in one sheet and then produce a branded PDF report for the client daily.
I think the best way to do this is by data sorting information and collating it to a fixed parameter, i dont have the knowledge on how to do this, but we need a simple format so that we dont spend hours collating information to report on.
I.e the final report will need to have: (Both PDF format and Google Sheet format)
How many clients on the sales ledger
What is the total debt per client (in original currency)
How many clients are overdue and what is that percentage to the total number of live clients.
What debt is more than 7 days overdue, then 30 days overdue, 60 days overdue - in original currency
Plus some other lines i haven't chosen yet.
Data will be supplied and NDA is required.
Immediate start required - today - tomorrow.
I want to download the CSV reports into tabs in one sheet and then produce a branded PDF report for the client daily.
I think the best way to do this is by data sorting information and collating it to a fixed parameter, i dont have the knowledge on how to do this, but we need a simple format so that we dont spend hours collating information to report on.
I.e the final report will need to have: (Both PDF format and Google Sheet format)
How many clients on the sales ledger
What is the total debt per client (in original currency)
How many clients are overdue and what is that percentage to the total number of live clients.
What debt is more than 7 days overdue, then 30 days overdue, 60 days overdue - in original currency
Plus some other lines i haven't chosen yet.
Data will be supplied and NDA is required.
Immediate start required - today - tomorrow.
Christine H.
100% (22)Projects Completed
22
Freelancers worked with
13
Projects awarded
59%
Last project
29 Feb 2024
United Kingdom
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