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Hi, I would like to automate a process for processing an exception report

  1. #1
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    Excel 2010
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    Hi, I would like to automate a process for processing an exception report

    We receive two reports from a client each day, which we receive though a secure connection from a client in notepad .csv format. Those reports are combined manually by doing a data remove duplicates merge. We then download a .csv daily report file from our database to an Excel spreadsheet. Then I do a manual "Find" search of the combined notepad file from the database file, searching for an exact match on Last Name, then First Name, and then Date of Birth. I copy the last name and place it in the Find box of the notepad combined file. If name is not found, then it is placed in an exception report. I mark the names not found by marking them in yellow marker. The names to be searched for can be from 6 to 90 names each day, each done individually through the search. Those yellow marked names are then copied to a word document which is saved as a PDF format and securely sent to the client.
    I would like to automate as much of this process as I can. Is there a way to write a program to automate the search in notepad? Can other parts of the process also be automated? If so, how?

  2. #2
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    Re: Hi, I would like to automate a process for processing an exception report

    you could automate the entire process fairly easily using autoit.

  3. #3
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    Re: Hi, I would like to automate a process for processing an exception report

    Hi 13lack13lade:
    What is autoit? An internal Microsoft processing system or a separate software product?
    Thanks for your help, I lived in Melbourne for four years, so I am glad to hear from Australia.
    Thanks again,
    paynegaz

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