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 Jackass, 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.
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 Jackass, 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.
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