Hello,
I am in need of a code to create and save 93 excel client reports and also insert client names and totals into the report (specific cells). I currently have an excel document that is the template report and another document that lists client names and total amounts. I'm hoping there is a code that I can use to merge the client information into the template, create and save a separate report for each client, and save the file under the client name. These template reports will be sent to each client so they need to be separate documents and is why I would like the document names to be saved with the name listed.
PLEASE HELP. I've been trying all day.
Thank you!
I am in need of a code to create and save 93 excel client reports and also insert client names and totals into the report (specific cells). I currently have an excel document that is the template report and another document that lists client names and total amounts. I'm hoping there is a code that I can use to merge the client information into the template, create and save a separate report for each client, and save the file under the client name. These template reports will be sent to each client so they need to be separate documents and is why I would like the document names to be saved with the name listed.
PLEASE HELP. I've been trying all day.
Thank you!