Customer Client Statements from Excel Spreadsheet

  • Status Closed
  • Budget N/A
  • Total Bids 33

Project Description

How good are you guys at Excel?

We have the ability to export all client accounts to an excel sheet each quarter but from here we would need a custom Mail merge that would allow it to take that excel sheet and translate it to customer statements.

If it were a simple one account per person I can do that mail merge no problem, but some clients may have 1-6 accounts. Each client has an identifying client #, but the spouse would have a separate one. I know it can be done, but it is beyond my realm


ID First Last Account Name Account Number Amount

1 John Anthony Allianz 12345 $100,000

1 John Anthony Curian 98765 $50,000

2 Alta Anthony Allianz 22222 $200,000

3 Chris Kirk Allianz 55555 $100,000

A mail merge would have to be created to look like this


John Anthony

Allianz 12345 $100,000

Curian 98765 $50,000

Alta Anthony

Allianz 22222 $200,000

Household total


------------------------------------------------------------------------Page break

Chris Kirk

Allianz 55555 $100,000

Household Total



Get free quotes for a project like this
Skills Required

Looking to make some money?

  • Set your budget and the timeframe
  • Outline your proposal
  • Get paid for your work

Hire Freelancers who also bid on this project

    • Forbes
    • The New York Times
    • Time
    • Wall Street Journal
    • Times Online