Excel Report - Account Statements and Information

Buchhaltung und Finanzen

We are an asset and fund management company with mostly institutional clients

We need an Excel template for a financial report that we want to send out to our clients. The Endresult has to be an excel template that we can then fill with out data. Attached is an example "JMS Risk Report" that describes the content and the structure of the information we want to convey. The visuals can be ignored and new ideas are very welcome. The format will be A4 landscape. There needs to be space to integrate our logo as well as the clients logo. CI references like colours and fonts can be found in the attached word and excel templates. Also attached are our logo files. Even through it is an excel, the report should not have the feel of "just another spreadsheet printed out as a pdf", so it can contain images, visual clues etc. A list still remains a list, but the client should feel that he gets a report and not an excel, if such a thing is possible.

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