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How do I create a report based off specific data requirements?

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    How do I create a report based off specific data requirements?

    Im currently using the attached sheet to keep track of our patients paperwork, and insurance. What I need to do is be able to run 2 separate reports. The first would verify insurance and in the case of NONE pull the data of the patients name/DOB/phone number/ and Case manager to a separate sheet for all 26 sheets of data. The second would need to check the paperwork for the words EXPIRED and in that case pull up the data on a separate sheet as well. If possible I would like to make this a separate workbook that can pull the information in.
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    Re: How do I create a report based off specific data requirements?

    First I ran the code below, to get all data on 1 sheet.

    After that I used a filter on column H.

    See the attached file.

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    Re: How do I create a report based off specific data requirements?

    This is pretty much exactly what I need, just one problem how would I run this from another workbook, and also how do I run this after the workbook has been updated? Sorry I have never touched VBA macro's

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    Re: How do I create a report based off specific data requirements?

    Also what would I need to change to create another one that will compile all the Info from the columns A-E in the info in Column B was set to NONE

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    Re: How do I create a report based off specific data requirements?

    Respond to #3.

    Put the macro in the personal.xlsb

    Then you be able to select the macro in all active workbooks

    Respond to #4.

    just filter on column B.

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    Re: How do I create a report based off specific data requirements?

    Thanks a ton for the help +1

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    Re: How do I create a report based off specific data requirements?

    ok 1 more question on it, when I run the macro It consolidates the info onto one sheet but stops there. I don't get those nifty drop down sort boxes like you had and its pulling all data not just the expired/None am I doing something wrong?

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    Re: How do I create a report based off specific data requirements?

    No, it takes all data off all the sheets in the consolidated sheet.

    After that i put an filter on the data.

    Excel 2007 => data => filter

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    Re: How do I create a report based off specific data requirements?

    thanks for the clarification

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