Financial Check part 2

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Project Description

I have a current excel spreadsheet," Financial Checkup" which has 100 Or so statements (words) on it. Which is broken down into 5 or 6 subsets. Once I check 3-4 Items in each subset (this is where I need you help) once I am completed with the review, with one click,I want to pull those identified items to either another excel spreadsheet or word doc to a client ready one or two page doc called " Financial Action Checklist" Portrait orientation, one click and I can print and hand to my client.
This Is Part 2, Same excel different topic, "Insurance" Same byproduct

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