Raw Accounting Data in Excel- Need to build Reports
Posted on 2013-06-23
Hello Tech Team,
I have exported sales info from our accounting software to an excel spreadsheet. I want to make sense of this raw information for our sales staff and management. Currently, the sales manager takes 2-3 days building a report that we want to generate with a click of a button. Is it possible to use Crystal Reports or is there an excel spreadsheet out there that is already setup?
My aim is to be able to generate volume information by Month and within a given month by Customer ID, Customer Type, Product, Location. Also, to have comparisons of YTD etc
Any suggestions would be grateful.