At the moment, excel is my reporting tool but the information is obtained straight from QB's standard reports eg. Budget Performance report etc. However I have changed our reporting period to go from the last Sunday of the previous month to the last Saturday of the reporting month (unless the last Sat happens to fall on the last day of the month, which has been great for Jan & Feb 2015).
QB automatically prorates the month which I don't want. And, I am constantly having to churn out monthly reports and pasting it together because we don't use the calendar month for reporting purposes. The budget figures I put in is based on my reporting period but it gets pro-rated when I run a Budget Performance report, which really skews my variance analysis. Very annoying.
Also board members don't like the way the variances are showing in the reports. The like it red for those that are highlighting a problem but not for those not a problem. The way QB does it, it takes the Budget minus the Actual for both Income and Expenses, so when it comes to expenses, they'll have to switch their mind in identifying problem areas.
I am ok with excel manipulation and am rather well versed around excel and have been working around the QB limitations for a while now but I'm sure there are smarter ways to do this. I want to be able to have the queries all ready for each type of standard board reports that I do and all I have to do is refresh the parameters and database and viola, my template reports are updated.
Maybe it's a matter of refreshing my SQL on Excel and Access. I haven't touched Access for over 10 years.
automating business is what i love doing now,
Chandra, the only problem is... that will solve my management reports, but not the board reports because it has a different look from the cut out RA (oops, still using QB) standard look reports that is minus the colours and pretty looks for the board.
So maybe a Crystal type reporting tool like what Kevin is suggesting might be better to kill two birds with one stone.