This reporting is for my clients who are on a monthly contract basis. I have to send them accurate and comprehensive monthly reporting around their account and associated services.
I require the on-going (monthly) services for a contractor who is able to do the following for me:
- Collate data from an Excel data source, format the relevant data into a new table as per an agreed upon template.
- Collate data from 3rd party sources (e.g. Bandwidth and Firewall report, proprietary endpoint management software - PDF format, from managed back-up software, and other sources ... )
- Collate and format all relevant data, create into a smart-looking / presentable word document which is then to be formatted into a PDF management pack.
Ideally, I'm looking to provide the data on the 1st of each month, for the previous month, submit the data, then have to finished product, the report, available for the client for 1st or, *latest* 2nd of the month.
The above reporting would need to be completed for 12 x Contract / SLA clients per month.
I look forward to your feedback and proposal.