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Monthly Report Creater - Must be great at Excel/SCV & Crunching Data
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IT & Programming > Other IT & Programming

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Feb 23, 2013

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Feb 23, 2013
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Job Description

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  • Posted: Thu, Feb 21, 2013
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Not Sure
  • Fixed Price Job
  • Elance Escrow Protection
  • W9 Not Required
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Every month I export information from my CRM and create reports. I have to do the whole process manually and I am very slow at it. I know there is another way to do this, fast and efficient. I would like to hire someone to do this on a monthly basis for me. My CRM exports one CSV file that I have to breakdown by person's name and then compile and count the results. I create one report per customer and email it to them.

I have included two samples - one CSV file and a sample of what our report looks like. I have removes all the phone numbers in put in fake ones.

We have about 50 customers and I need one report created per customer. We do the download on the first of the month and the reports must be completed by the 3rd.

I am open to changing the report if you have a better idea - this is just the best that I can do.

Please contact me quickly as it's close to month end and I need help!

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