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Myxlplyxm
I have a small group of people in collections who spend their days creating
and parsing out excel spreadsheets containing invoice status information.
Customer, invoice, file number, amount, status (to be paid, processing, not
received by customer, etc...), and various other bits of invormation.
Creating these isn't so bad - essentially matching several data sources in
Excel by invoice number with a V lookup or index formula.
However, parsing them out is a MAJOR time sink: Number of customers
multiplied by the number of business units, local managers, and area
controllers involved in each account.... And all of these people want
slightly different views of their worlds.
I am looking for a tool which can use to design a report(s), then use a
large~ish Excel Spreadsheet (a few hundred up to 15 thousand lines by 20~30
columns) to automatically create those reports for the different internal
consumers. A near-perfect solution would also be able to use Outlook to
automatically e-mail them out to pre-defined recipients with some kind of
standard message: So the Area Head gets a message saying "Dear Sir, attached
please find the bi-weekly...", with an attachment containing his report.
While the guy in Operations gets "Yo, you didn't do your billing this
month.... Again....", and his attachment tells him what he needs to get done.
This would save DAYS of time.
Is anyone familiar with a product or tool like that?? I've been googling,
but many/most of the products I've found so far seem to be a lot heavier duty
than we actually need.
Thanks in advance!
Scott
and parsing out excel spreadsheets containing invoice status information.
Customer, invoice, file number, amount, status (to be paid, processing, not
received by customer, etc...), and various other bits of invormation.
Creating these isn't so bad - essentially matching several data sources in
Excel by invoice number with a V lookup or index formula.
However, parsing them out is a MAJOR time sink: Number of customers
multiplied by the number of business units, local managers, and area
controllers involved in each account.... And all of these people want
slightly different views of their worlds.
I am looking for a tool which can use to design a report(s), then use a
large~ish Excel Spreadsheet (a few hundred up to 15 thousand lines by 20~30
columns) to automatically create those reports for the different internal
consumers. A near-perfect solution would also be able to use Outlook to
automatically e-mail them out to pre-defined recipients with some kind of
standard message: So the Area Head gets a message saying "Dear Sir, attached
please find the bi-weekly...", with an attachment containing his report.
While the guy in Operations gets "Yo, you didn't do your billing this
month.... Again....", and his attachment tells him what he needs to get done.
This would save DAYS of time.
Is anyone familiar with a product or tool like that?? I've been googling,
but many/most of the products I've found so far seem to be a lot heavier duty
than we actually need.
Thanks in advance!
Scott