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I need some Excel macro reports built for 'CASH for windows' by Mentor. Ideal Skills and Experience: - Proficiency in Excel and macros - Experience in CASH for Windows by Mentor software bespoke to the fire and security industry.
Project ID: 40622701
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Active 6 days ago
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Hi, Dmytro here from Illinois. The usual culprit when building Excel macro reporting modules for 'CASH for Windows' (Mentor) points at OLEDB/ODBC driver connection timeouts or unmapped legacy database tables (such as CASH service contracts, callout logs, and equipment registers), which cause memory locks and corrupt dynamic pivot range references when refreshing large datasets. To deliver clean, automated Excel reporting from CASH, my approach focuses on: • Direct Database Querying & ODBC Driver Configuration: Setting up optimized SQL/ODBC connection strings to extract clean, uncompressed relational data directly from CASH for Windows into Excel without manual exports. • Automated Data Transformation & VBA Architecture: Writing robust, modular VBA scripts to parse, calculate, and format complex fire and security key metrics (such as SLA compliance, callout response times, and engineer productivity) on refresh. The key technical decision hinges on whether your CASH for Windows installation uses an underlying MS SQL Server or Pervasive/Btrieve database engine, as this determines the exact ODBC connection string and SQL query syntax required. If a short call is easier, we can settle your database architecture and report parameters in ten minutes — otherwise, tell me if your CASH setup runs on SQL Server or Pervasive, and I'll start on the technical integration outline.
£18 GBP in 40 days
3.5
3.5
67 freelancers are bidding on average £30 GBP/hour for this job

Hi there, I understand you need custom Excel macro reports built specifically for CASH for Windows by Mentor used within the fire and security industry. I am confident I can create reliable Excel VBA-based reporting solutions that extract, structure, and present your data in the format you require. My approach will be to first review your current CASH for Windows data outputs, reporting requirements, and the type of information you need to analyse. I’ll design the Excel reporting structure, then develop VBA macros to automate data import, cleaning, formatting, calculations, and report generation. I’ll ensure the macros are easy to run, maintainable, and handle updates without requiring manual intervention. Where required, I’ll add user-friendly controls, filters, summaries, and validation checks so the reports remain accurate and practical for daily use. I have strong experience developing Excel VBA automation, macro-driven reports, data processing workflows, and custom Excel tools that transform raw operational data into clear management reports. The deliverable will be fully functional Excel macro reports, tested VBA automation, clean formatting, and documentation explaining how to run and maintain the reports. Could you please confirm what CASH for Windows reports/data exports are currently available and what specific outputs you need generated? I'm ready to start immediately. Warm Regards, Aneesa
£18 GBP in 40 days
7.0
7.0

Hi there, Excel macro reports for CASH for Windows by Mentor can be structured into a reliable Excel workflow with clear VBA logic and repeatable outputs. We will map the report fields, review the workbook structure, and build a representative macro report with practical data checks and clean handover notes. Our initial assumption is that you can share sample outputs or source data so we can confirm the report layout and calculation rules. One point to confirm is whether the work is report generation only or also requires import from Mentor exports. Best Regards, 8veer
£450 GBP in 12 days
6.3
6.3

Hello, I’ve read your need for Excel macro reports for CASH for Windows by Mentor in the fire and security sector, and I’m confident I can deliver a robust VBA-driven solution quickly. With extensive Excel macro development, I’ve built reusable VBA modules that automate data extraction, transform inputs, and drive visualization-ready outputs. I’ll implement VBA-based automation to pull data from CASH for Windows, structure it in clear worksheets, and generate concise dashboards and summaries that your team can trust for decision-making. The workflow will be modular: core data import, processing, and visualization layers, making future tweaks straightforward. I can start immediately and deliver a working prototype within 2 days, with final refinements in the following day. Best regards, Freelancer
£24 GBP in 8 days
6.0
6.0

The real problem here is getting the CASH for Windows data out in a usable format for reporting, so I'd build a VBA script that pulls directly from the CASH database tables using DAO, so you don't have to export CSVs and wrangle them. This script would then process that raw data into distinct tables for each report type you need, with the correct headers and formatting already in place, so the output is clean. I’d start with the most frequently requested report, probably revenue by job, because getting that right first means the rest of the build is faster. For what it is worth, every job I have taken on Freelancer has gone out on time and on budget, 100% on both. What version of CASH for Windows are you running. This impacts the specific SQL queries I can use. First day or two, I'd have the core data extraction working and one sample report fully built and tested.
£33 GBP in 7 days
5.3
5.3

CASH for Windows SPECIALIST Hi, To build Excel macro reports for CASH for Windows, I can create custom macros that fit your needs. I will analyze your requirements and design macros that pull data and generate reports automatically. I have experience with Excel and can work with the specific needs of the fire and security industry. Please let me know if you have any specific features in mind. Looking forward to your reply. Thanks!
£25 GBP in 40 days
5.5
5.5

Hey! We are a team of 62 professionals specializing in Excel automation and reporting with 9+ years of experience building custom macro-based business reports. Here's how we can help: * Build custom Excel macro reports * Automate reporting and data processing * Integrate with CASH for Windows * Deliver accurate, reusable report templates Could you clarify which CASH for Windows reports you want to automate first, or do you already have sample report layouts to follow?
£27 GBP in 40 days
5.4
5.4

Hi, I can help you develop custom Excel macro reports for CASH for Windows by Mentor. I have experience building Excel VBA solutions for automating reports, processing data, creating dashboards, and transforming raw data into clear management reports. My focus is always on creating reliable, easy-to-use reports that reduce manual work and improve accuracy. To make sure the solution matches your workflow, I would first like to understand: Which reports do you currently need to generate from CASH for Windows? Can the required data be exported directly from the system (CSV/Excel/database), or is another extraction method needed? Do you already have existing report formats/templates that should be followed? Once I understand your current process, I can design the VBA automation and reporting structure accordingly. I can start by reviewing a sample dataset or an example of your current reports and suggest the best approach. Looking forward to discussing your requirements. Best regards,
£18 GBP in 20 days
5.0
5.0

Hello, I got that you need Excel macro reports built around CASH for Windows by Mentor, with reliable data processing and reporting suited to the fire and security industry. This is what I can help you with, let's chat. My approach is to first understand the CASH for Windows data structure and reporting requirements, then use Excel VBA to automate data extraction, processing, and report generation. I’ll build the macros so reports can be refreshed easily from updated data, with clear layouts, accurate calculations, and minimal manual work. I can also add validation and error checks where needed so the reports remain reliable as your data grows. As final deliverables you will receive the completed Excel macro workbook, automated reports, VBA code for the required processing, formatted tables and charts where useful, and brief instructions explaining how to run and refresh the reports. One thing I'd like to confirm before we start: can you provide a sample CASH for Windows export or existing report that the Excel macros need to work from? I’m happy to review the sample and discuss the exact reports you need. Best Regards, Imran
£18 GBP in 40 days
4.7
4.7

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Visual Basic, Data Processing, Visual Basic for Apps, Excel VBA, Excel Macros, Data Visualization, Data Analysis, Database Management, Data Management and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
£25 GBP in 5 days
4.4
4.4

Hello, After reviewing your requirements, I understand that you need tailored Excel macro reports for CASH for Windows by Mentor, specifically for fire and security business data. I have experience with Excel VBA, macros, data processing, database-driven reporting, analysis, and automated dashboards, and I’m available to start immediately. The main challenge will be understanding how CASH exports or exposes its data and matching the reports to your operational workflow. I would first review the available export files, database connection options, and your current report examples, then build reliable VBA routines that clean, filter, summarise, and format the information automatically. The finished workbook will include clear controls, error handling, reusable report logic, and maintainable VBA code so future changes are straightforward. I will also test the macros against representative CASH data and provide brief usage instructions. I have a couple of quick questions: • Which reports do you need, and what fields or calculations should each include? • Does CASH provide the data through Excel/CSV exports, reports, or direct database access? Best regards, Carlos
£20 GBP in 40 days
4.2
4.2

Hello! Bravion from Cleveland here I will develop efficient Excel macros tailored specifically for the CASH for Windows system by Mentor, ensuring seamless data extraction and report generation. My approach includes writing clean VBA code to automate repetitive tasks, integrating error handling for robust performance, and designing user-friendly report layouts for clear data visualization. I will also optimize the macros to handle large datasets smoothly, addressing any challenges related to data complexity and software compatibility. If you want high-quality results, please do not hesitate to contact me.
£36 GBP in 40 days
4.3
4.3

Hello, I can help you build Excel macro reports tailored for CASH for Windows by Mentor. I have strong experience with Excel, VBA macros, data automation, and custom report creation, ensuring reports are accurate, efficient, and easy to use. Please share your reporting requirements, sample data, or existing templates, and I'll review them before starting. I can create automated reports that save time and integrate smoothly with your CASH for Windows data. I’m ready to start immediately and will maintain clear communication throughout the project. Best regards, Zeenat
£27 GBP in 40 days
3.7
3.7

Utilizing a wealth of professional experience and advanced prowess in Excel and macros, I am confident in my ability to deliver the exceptional 'CASH for Windows' macro reports you need for Mentor software bespoke to the fire and security industry. Over my 8+ years career in data analytics and science, I've developed an unmatched proficiency in Excel paired with a knack for automation that allows me to build insightful, efficient, and robust macro-powered reports. In addition to my Excel skills, I possess competencies in diverse data tools (such as Power BI, Tableau, Looker) and programming languages like SQL and Python which I have applied to perform diverse data-related tasks including database management, automation scripts developments and ETL processes. My wide-ranging skills enable me not only to implement a cost-efficient solution but also provide insightful business intelligence into your data. I understand that your business relies on accurate reports - which is why you can count on my meticulous attention to detail. My focus has always been on extracting meaningful insights from complex datasets, which aligns perfectly with the task at hand. With my passion for unlocking the full potential of data while ensuring actionable comprehensibility - coupled with a track record of successful projects - I'm confident that we can effectively collaborate on this project to elevate your reporting capabilities.
£20 GBP in 40 days
3.8
3.8

CASH for Windows by Mentor exports data in fairly rigid formats, so the macro needs to handle that cleanly before any report logic runs. I would build this in Excel VBA, pulling the export and generating the reports you need with minimal manual steps. Can start today, first version ready in 3 days. Budget and timeline here are starting points, final numbers come once we go through the report specs together. Want me to send a quick plan?
£36 GBP in 5 days
3.1
3.1

Hello, I'd be happy to set up any excel macros you need and ensure functional integration with Mentor's 'CASH' software. Please provide the list of concrete requirements and we can get started. All the best, J
£30 GBP in 20 days
3.1
3.1

Thank you for considering my proposal. I have gone through the requirements in detail and can develop automated Excel macro reports tailored to your CASH for Windows (Mentor) data and reporting requirements. As a Chartered Accountant (ICAI) with 7+ years of experience in Excel automation, VBA, financial reporting, and dashboard development, I have built numerous custom reporting solutions that streamline data extraction, analysis, and presentation. I can create user-friendly macro-enabled reports that automatically process your CASH for Windows exports, generate formatted summaries, and reduce manual reporting effort while maintaining accuracy. If there are any software-specific data structures or reporting requirements unique to the Mentor system, I’m happy to review sample exports and adapt the macros accordingly. My focus is on delivering a reliable, well-documented solution that is easy to maintain and scalable as your reporting needs evolve. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion Profile: https://www.freelancer.com/u/caajoys?sb=t I’m ready to start immediately and would be happy to review your sample files to discuss the most efficient reporting solution. Best regards.
£20 GBP in 40 days
3.0
3.0

Hi, I can build Excel macro reports for CASH for Windows by Mentor, focused on clean automation, accurate reporting, and easy repeat use. The best solution is to first review your current CASH for Windows export/report format, required report layouts, source fields, filters, calculations, and any manual steps you want removed. I’ll then create VBA macros that clean the data, generate the required reports, format the output, and make the process simple to run. I’m comfortable with Excel VBA, macros, report automation, data cleaning, formulas, PivotTables, formatting, validation checks, and building reusable reporting tools from industry software exports. Deliverables include: * Excel macro-enabled workbook * Automated report generation * Data cleanup and formatting * Required calculations * Reusable VBA code * Error checks where needed * Simple run instructions * Final testing with sample data I’ll focus on accurate, practical reports that reduce manual work and are easy for your team to use. Best regards Ankit
£18 GBP in 40 days
2.8
2.8

I can build and customize Excel macro reports for CASH for Windows by Mentor, focusing on reliable reporting and automation for the fire and security industry. I’m comfortable working with Excel VBA, data extraction, formatting, calculations, and automated report generation. I’ll first review your existing CASH data structure and reporting requirements, then develop clean, maintainable macros that generate accurate reports with minimal manual work. I can also add filters, summaries, formatting, and export options where required. I’m ready to review an example report and your expected output so I can confirm the best approach and timeline.
£18 GBP in 40 days
2.0
2.0

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details.
£27 GBP in 40 days
0.0
0.0

I can help develop the Excel macro reports you need for CASH for Windows, ensuring they meet your specific requirements and enhance functionality. I noticed you mentioned the importance of proficiency in Excel and macros, as well as experience with CASH for Windows tailored to the fire and security industry. I have a solid background in these areas, which positions me well to deliver exactly what you're looking for. My expertise includes creating efficient macros that streamline reporting processes, saving time and reducing errors. I have successfully completed similar projects, which you can view in my portfolio. I look forward to bringing your project to life. Regards, InterconnectBPO
£20 GBP in 7 days
0.0
0.0

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