Hi,
I am a benefit manager at a company. I was asked to create a "visual" inclusive benefit statement for our employees to see the value of their benefits. The attached example is for one employee. I will have an exported excel report with a single line for every employee with a field that matches every one of those fields in the table section of the attached xls document.
Is there a faster way to create these statements than just creating them one by one? Currently I just type the values in the table that creates the pie charts and then send the document as a PDF to the employees manager. I would love to have it be less manual.
EMPLOYEE Statement..xlsx
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