Report of summary help

[kshannon]

I have a workbook that I use for invoicing and billing clients for therapy services. I have my main sheet where I enter date of service, client name, type of therapy units, cost etc. When I submit to my finance office, I sort and subtotal each provider then copy to another sheet for that specific provider. I print that then submit that to finance so therapist can be paid. Now I need to have a sheet set up with the totals for each client for the month. Short of doing a bunch of cutting and pasting, is there a way I can do this. Basically an overall summary? I don't need dates of service just units and cost of each therapy for each client. I am sorry for this being so wordy. I just didn't know how to explain it! I am getting better at Excel as I do these things, however it is a slow process for me!

 

[buxtongt]

It sounds like a pivot table would be a good bet for what you need. Check out: http://office.microsoft.com/en-us/excel-help/pivottable-reports-101-HA001034632.aspx