Generating Automatic Reports

doodah · 14 May 2013 at 13:15

Bare with me here.

I am trying to speed up the way which we can generate reports but have no clue in this field. My guess would be Excel can hold all of the relevant information and then plug it into Word. Could a mail merge do this? Only problem is the types of data is quite varying and some information that changes consist of whole sentences. Some examples of the data fields:

Header:

ID
Age
Gender
Order number
Other dates
Additional ID

Main Body:

ID (same as first one in previous list)
his/her according to gender from above
Additional numerical figures related to the client
Some sentences that alter according to previous information

Looked at some sites/programs but seem to really fit the bill. Many thanks

MrZen · 14 May 2013 at 13:40

is this information currently stored in a database? or is it stored within excel?

doodah · 14 May 2013 at 13:54

The data is currently stored across multiple mediums but as it's brand new, no hassle to make an Excel based database.

HeX · 14 May 2013 at 14:03

If you're just wanting to generate a series of pages populated with data pulled from your Excel sheets then you could just mail merge the whole thing and be done with it.

doodah · 15 May 2013 at 15:35

OK will give mail merging a bash.......expect me back with some further questions :cool:

Cheers.