I have an excel list of names, dates, and amounts owed that grows each day. I want to generate a report (using parameters) that allows me to print out summaries for each name (theoretically using mail merge?). The data looks something like this:
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I would like to create individual report for each Name that shows how much they are owed in the next [variable] months/weeks/days. I understand this can easily be accomplished via a pivot table, however, I need the information to come out on letterhead with other text about when the payments. From what I gather, you cannot go from a pivot table to mail merge.
The report would be something like:
According to our records, you are due to receive a total of $300.00 paid to you on:
Name | Date Due | Amount owed |
Mr. Smith | 6/01/2014 | $100.00 |
Ms. Dell | 6/16/2014 | $55.00 |
Mr. Smith | 7/11/2014 | $100.00 |
Mr. Green | 7/17/2014 | $75.00 |
Ms. Apple | 6/01/2014 | $200.00 |
Mr. Smith | 7/23/2014 | $100.00 |
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</tbody>
I would like to create individual report for each Name that shows how much they are owed in the next [variable] months/weeks/days. I understand this can easily be accomplished via a pivot table, however, I need the information to come out on letterhead with other text about when the payments. From what I gather, you cannot go from a pivot table to mail merge.
The report would be something like:
Dear Mr. Smith,
According to our records, you are due to receive a total of $300.00 paid to you on:
6/01/2014 $100.00
7/11/2014 $100.00
7/23/2014 $100.00
thank you,
xxx
Thank you for your help/solutions!7/11/2014 $100.00
7/23/2014 $100.00
thank you,
xxx