Blue Valley Software

The fundamental problem is getting data into Excel in the 1st place. Once the data is in Excel it can be easily manipulated to provide the reports that you need. So to build a report in Excel you have, firstly, to download or manually key in data from your accounting package, CRM system or other software. Once you have the raw data in your spreadsheet you then need to format it into the layout that you want to produce your desired report. It is this repetitive data transfer process that is time consuming and prone to error.