Customised Excel Reporting Tool

Completed

Description

We are looking to build an Excel to allow us to capture donation information and generate donor reports. Key functionality include the following:

- key in data via input form

- data validation for certain fields (e.g. date of birth, identity number, date, category of donation)

- export individual records to mail merge and allow printing of receipt

- generate report based on period, type of donation etc

- lock the master data file and modification can only be done through separate button

- have audit trail of modification

User requirements have been documented currently. The timeline is pretty short. Process requirement:

1 online kick off session to go through requirements

1st draft by 14 Nov

1 review and clarification call on 15 Nov

2nd draft by 17 Nov

To finalise by 18 Nov

Skills: Database Programming, Excel, Visual Basic

See more: project reporting excel, tool inventory excel, tool convert excel amibroker, risk management tool forex excel, quality center reporting excel, excel count radio button selection, email scraping tool url excel, automating project reporting excel, accounting reporting excel, php reporting excel, free tool convert excel stata dta, sales crm mis reporting excel access, reporting excel mysql, forms reporting excel, excel macro print button, resume pharma sales data reporting excel vba developer, small reporting excel

Project ID: #12021888

Awarded to:

dgled

Hi, I can create accounting module in Excel to manage donation information and generate donor reports. the data entries enter on user-forms so the main database is secured. more on that there is a login procedure with More

$750 SGD in 10 days
(10 Reviews)
3.9