I am in desperate need to automate our files for reporting. Right now the current system is in EXCEL and it is very tedious copy/paste aand mulitple steps to create one report and store the data.
I would like to create a table that holds all the data and reports that could be generated by our staff at anytime it is needed for the client.
Basic process
excel report received by source for each client monthly (1 report for each client 12 months, rows could range from 500-22000 each client monthly)
I would like to upload these reports to our database and then extract data from the fields in the report, run a few formulas to make summaries based on dates and totals in fields.
I would like to create a nice interface where my staff can input client name/id and generate the three summary profiles based on a date range.
Sample reports
Account Profile (name, summary of invoice data,
Annual Summary (detail specific client trends from monthly files)
Monthly Summary
simple and defined is what I am aiming for.
Am I out of touch or is this doable in ACCESS??? ideally I would love it web based as not all my employees are in office. Is that possible?
ANY ADVICE IS GREATLY APPRECIATED
TIME FRAME :: ASAP
I would like to create a table that holds all the data and reports that could be generated by our staff at anytime it is needed for the client.
Basic process
excel report received by source for each client monthly (1 report for each client 12 months, rows could range from 500-22000 each client monthly)
I would like to upload these reports to our database and then extract data from the fields in the report, run a few formulas to make summaries based on dates and totals in fields.
I would like to create a nice interface where my staff can input client name/id and generate the three summary profiles based on a date range.
Sample reports
Account Profile (name, summary of invoice data,
Annual Summary (detail specific client trends from monthly files)
Monthly Summary
simple and defined is what I am aiming for.
Am I out of touch or is this doable in ACCESS??? ideally I would love it web based as not all my employees are in office. Is that possible?
ANY ADVICE IS GREATLY APPRECIATED
TIME FRAME :: ASAP