We track products in various industries via Microsoft Excel. We manually filter lists and do subtotals and all of that, and get reports which are then transposed to Microsoft Word. We would like to automate all of this with some sort of application.
- Items we track are done first by year, then product name, product region, customer region, price, amount of sales, and there are some more fields as well – like various product attributes.
- We then take this data and organize it by those attributes, which gives us various trends and reports.
- That data is then put into Microsoft Word in a visually appealing format. I’d like the program to match our format (just a lot of tables that add up). There is quite a bit of totaling, addition, subtraction and percentages. Reports can be 10s of pages easily.
We plan to discuss project with you, show you samples, and then come up with a time table and agreement that works for everyone.