I have created a spreadsheet in excel with client data and situation/recommendations. What I do is go into excel enter the data. My spreadsheet then has all the calculations and charts for me.
Now, I want to create a document/template/process which will take this info and populate predetermined reports in word.
For example, I would like to have to reports 1. Custom report single, 2. Custom Report Married, 3. Custom Report Married with Children.
If I choose Custom Report Married, then that report (that I have previously designed will popular my client's info aswell as their situation/recommendations.
Can anyone help me with this please??