Reporting requirements for regulated professions are proliferating at both the national and European levels. This demands a strong capacity for adaptation and transformation of existing tools to meet new mandates. The limited or overly expensive offerings from external providers, coupled with the complexity of necessary software developments, might lead you to consider an alternative approach: creating your own reporting tools.
In finance, it has become a labyrinth of acronyms: TPT, EMT, EPT, SFDR, RTS28, PRIIPS, KID… What about in your field? While some of you may already be familiar with the calculations involved in their creation using Excel, it’s not always the same when it comes to automating pivot tables, sending emails, archiving, uploading files to an FTP, or other tasks that are difficult to achieve through formulas alone but can be managed through VBA developments.