Monthly performance reports

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  • #2094
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Paula P.Carolina R.Amanda F.Anandhi N.Angelina H. + 2 others have already sent a proposal.
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Experience Level: Intermediate
We are a small (7 staff) firm of accountants and we use a practice management system to record time spent on tasks etc. This system produces many standard reports and we have adapted these to our purposes.

The work involves extracting data from these reports, combining it with other information and completing template reports in Excel and then producing graphs etc and completing pro-forma reports in Word.

There are about 250 entries per month to make in the Excel templates and then some time to review and check and create the graphs etc. We estimate that once familiar with the data/system it would take a day a month to complete.

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