My company's main software platform provides revenue and customer reports in the form of PDF, Exel, or XML, but the report formats do not provide any flexilbity for producing a management report that would compare YTD and monthly data this year vs last year. In order to obtain the data I need for my desired management report. I am currently running 30 to 40 reports each month, and I save them as PDF files, then i type in the required data into an Excel spreadsheet that serves as my management report. This is time consuming.
I have considered saving the data as Excel spreadsheets and then referencing the correct cell(s), but the format of the data will change each month.
I am wondering if using ZOHO to produce my management report would be easier than attempting to link the Excel data to an Excel spreadsheet. I am also wondering if producting charts and graphs would be any easier using ZOHO? Or perhaps there is another solution that would be best?
Thanks for your input on this!