Customised Excel Reporting Tool

Completed Posted 7 years ago Paid on delivery
Completed Paid on delivery

We are looking to build an Excel to allow us to capture donation information and generate donor reports. Key functionality include the following:

- key in data via input form

- data validation for certain fields (e.g. date of birth, identity number, date, category of donation)

- export individual records to mail merge and allow printing of receipt

- generate report based on period, type of donation etc

- lock the master data file and modification can only be done through separate button

- have audit trail of modification

User requirements have been documented currently. The timeline is pretty short. Process requirement:

1 online kick off session to go through requirements

1st draft by 14 Nov

1 review and clarification call on 15 Nov

2nd draft by 17 Nov

To finalise by 18 Nov

Database Programming Excel Visual Basic

Project ID: #12021888

About the project

8 proposals Remote project Active 7 years ago

Awarded to:

dgled

Hi, I can create accounting module in Excel to manage donation information and generate donor reports. the data entries enter on user-forms so the main database is secured. more on that there is a login procedure with More

$750 SGD in 10 days
(10 Reviews)
3.9

8 freelancers are bidding on average $628 for this job

danielgpratidya

Hi, I have many worked many similar excel tool like you described. Feel free to check my profile page and what previous customers said about my works. If you have a pre-design spreadsheet and/or report we nee to g More

$750 SGD in 10 days
(182 Reviews)
6.5
schoudhary1553

Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert and have the same kind of ex More

$500 SGD in 4 days
(89 Reviews)
5.9
hardikshah83

Experienced programmer with more than 10 years of development experience here. I have handled production applications with various technologies like .NET, PHP, Classic ASP and many more using databases like MySQL, Mic More

$722 SGD in 10 days
(20 Reviews)
5.1
haibg2111

Dear the potential client, I've been working as a reporting designer for NGOs, so I understand very well what you are expecting. I'm an expert in VBA, userform and finance reporting Contact me for more details

$472 SGD in 10 days
(19 Reviews)
4.7
jayamsoft

Hi, We are experienced programmer with more than 5 years of development experience here. We have handled production applications with various technologies like .NET, PHP, Classic ASP and many more using databases li More

$722 SGD in 15 days
(5 Reviews)
4.2
jnekam

Hi, I built many forms like the one you are looking for. Please you will pay only if you are satisfied. Thanks!

$555 SGD in 3 days
(12 Reviews)
3.8
Juntian

Hi, My name is Juntian. I have over 10 years' experience in developing, managing excel as a management consultant. I am good at building up excel model, data analysis, reporting, etc. My style is to use simple logic More

$555 SGD in 10 days
(0 Reviews)
0.0