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Write some Software to process CSV files and run reports

This project was awarded to cukaegbu for $250 AUD.

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Project Budget
$250 - $750 AUD
Total Bids
48
Project Description

Hello Programmers!

The outline: build a program to process monthly reports, apply calculations, and output smaller reports, and send the reports via email

INPUT

I receive a CSV file once a month. It contains a report of what work we have done for the month based on client and provider as well as what we earned for each client broken up into 2 parts. Initial Fee – Upfront and an Ongoing Fee – Trail.

PROCESSING

For each client, we need to break down the report based on who was the operations manager or referrer or both.

Program needs to be receive the information, save it to a DB. Allow for manual interaction to assign to each file an operations contact and/or a referrer.

Calculate a % of the fee for each section

For each subsequent month, it needs to read previous month’s report and see who has already been assigned to old clients, and assign manually to new clients

OUTPUT

For each operations manager, referrer and the head group, create a detailed report in excel, and a summary invoice in PDF for each month.

We have a current program in EXCEL its around 95% complete, but is this the BEST way? Would you prefer to fix this or start again? Build in a different program?

Please ask questions in your bids, thank you!

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