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Document Template For Multiple Client Reporting
Hey Everyone!
First, I apologize in advance if a question like this has been asked before. I'm new to this board. So, the company I work for has multiple clients with various monthly services. Each of these services has a different online data source for their reports. However, we want to provide our clients with a codified, simplified report of all their services from the past month. I've managed to build a mock-up in Word that looked very nice, but I'm concerned moving forward as it looks like it'll take up the better part of my month just to manually input the data to create the charts and tables that I want to use for the various services. I was hoping you guys could give me a little guidance as to what would be the best set up for multiple data sources. Is Word the best way to do this? Maybe another program? I'm on a Mac, so my options might be a little limited. Thank you all! |
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