Create an Excel Spreadsheet with VBA coding to generate automated reports
Budget: $250 – $750 USD
We're a law firm. We deal with Deceased Estates (i.e. executing a deceased person's estate so heirs can be allocated their portion of the estate).
It takes about 1 year to execute an estate and pay out heirs. During that period we want to send out automated reports monthly.
All of the needed information is at present contained in an Estate Excel Spreadsheet.
We need an Excel Expert with VBA coding skills to help us generate a monthly report by:
1. Gathering information captured for each Estate,
2. Inserting it into a pre-formatted Report in Excel
3. Converting this into a pdf
4. Creating an email to recipients specified in the Estate Excel Spreadsheet with the pdf from 3. attached
5. Sending the email to the recipients.
(similar to an Invoice Generator - e.g. https://www.launchexcel.com/media/samples/VBA/20190329-Invoice-Generator-Macro.xlsm)
It takes about 1 year to execute an estate and pay out heirs. During that period we want to send out automated reports monthly.
All of the needed information is at present contained in an Estate Excel Spreadsheet.
We need an Excel Expert with VBA coding skills to help us generate a monthly report by:
1. Gathering information captured for each Estate,
2. Inserting it into a pre-formatted Report in Excel
3. Converting this into a pdf
4. Creating an email to recipients specified in the Estate Excel Spreadsheet with the pdf from 3. attached
5. Sending the email to the recipients.
(similar to an Invoice Generator - e.g. https://www.launchexcel.com/media/samples/VBA/20190329-Invoice-Generator-Macro.xlsm)