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| Sample Task: WEEKLY CLIENT ACTIVITY REPORTS | |
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After querying database and compiling data, an employee must create and distribute reports for each of 27 clients.
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1. Sort & Filter Records
2. Copy & paste records to a new workbook
3. Format worksheet
4. Save workbook
5. E-mail workbook
6. Repeat steps 1-5 for the remaining 26 companies
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Personal Automation |
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Increased Productivity |
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Xllerate allows you to automate the specific processes you perform with Excel, regardless of your programming background. Written in Visual Basic, Xllerate turns novices into power users by meeting your individual needs at the level you’re comfortable with on Excel.
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By eliminating the manual completion of routine processes, you streamline your workflow, which frees you up to work on more important things. Xllerate can perform virtually any Excel task including: create reports, respond to emails, query systems, and more.
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Higher Quality Control |
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Compatible Interface |
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Automating Excel processes means you gain control. Xllerate documents the processes, so they’re never lost. And because the processes become consistent, the results are more accurate.
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Xllerate interfaces with all kinds of software: Microsoft Access, Outlook, SQL Server, Task Scheduler, PeopleSoft, Oracle, MySQL, and more.
System Requirements
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