You will get assistance automating monthly reports to saves time & ensure accuracy.
Project details
I will help you create professional reports to automate your monthly reporting requirements; internal reports or customer facing reports. My latest project turned a manual task of 7 days into a 9-minute macro. The macro results were linked together into a dashboard. My systems are designed with easy repeating steps including minimal manual steps from the user. Once I design a system, my goal is to have it work forever.
If something causes the system to no longer work, I would be happy to work through the issues for an agreed upon fee.
It is recommended that you save my source files and use copies of them for your working files. This will allow you to resolve most issues by simply starting with a clean copy of the original source file.
My projects will be delivered along with a user guide for reference on how to utilize the system.
If something causes the system to no longer work, I would be happy to work through the issues for an agreed upon fee.
It is recommended that you save my source files and use copies of them for your working files. This will allow you to resolve most issues by simply starting with a clean copy of the original source file.
My projects will be delivered along with a user guide for reference on how to utilize the system.
Project Type
Customer SupportWhat's included
| Service Tiers |
Starter
$25
|
Standard
$50
|
Advanced
$75
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 5 | 5 | 5 |
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DH
David H.
Aug 26, 2025
Single-sheet financial spreadsheet sought
About Kari
Automating task in Excel to work smarter not harder
Sauk Rapids, United States - 6:13 pm local time
Macros are useful for reputative tasks.
Dynamic formulas allow for changes to the source data. These practices allow a simple spreadsheet to go from a “cool process” to an “amazing system.”
Steps for completing your project
After purchasing the project, send requirements so Kari can start the project.
Delivery time starts when Kari receives requirements from you.
Kari works on your project following the steps below.
Revisions may occur after the delivery date.
Initial review of requirements
Requirements are reviewed and clarification is sought if needed.
Check-ins as needed
If progress checks are desired, they can happen as you wish. However, I will likely continue working and pivot if changes are requested.