Susan --

This doesn't address your major problem, but is a tip to make the report preparation simpler in #2 and #4.

If you create a mailmerge in Word, you can print your report directly from Excel without having to remove columns, add signature line, etc. You simply put all that in the Word template.

It's tricky to explain in an email, so, if you have problems with setting up the merge, you can call me most days after lunch your time at 604-736-3741.
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Wally Kunz
Softrak Systems Inc