Forum Discussion
Using Excel Spreadsheet to log calls by month, where each tab is a day of the month (M-F)
mathetes thank you for your response. We don't create reports. The calls can be up to 100 in a day and that's why we use a tab for each day. It wasn't my design, I am just trying to improve upon it for ease of use. I will look into both of your suggestions, thank you!
We don't create reports.
You may not create summary reports, but surely there is SOME use of the logs...some need to search for "How did we handle that call?" Why do you log them at all, if there's no output?
The calls can be up to 100 in a day and that's why we use a tab for each day.
100 a day would mean 3,000 in a month, 36,000 for a year. Those are not unmanageable numbers in a single spreadsheet, and it would be far easier to search for a single call using the filter capability (or the FILTER function), either one of which could limit the search to a given day if you know what the day is, and incorporate other criteria to facilitate finding the relevant logged entry.
It wasn't my design, I am just trying to improve upon it for ease of use.
It's precisely here--at the "use"--that my questions are aimed: what is that "use"? There's the input end of use, logging the calls. But what's the nature of the use at the output end of things? How can it be designed to facilitate that? And to take optimum advantage of Excel's abilities to search and find, by date, topic, person who handled the call, etc. etc.
- Mostly to show call history if needed. Notes are made and if someone states they have been calling, we can see if there was a deficit in response.
- And right now, you need to go to multiple sheets if those calls were over different days (as, in most cases, they will be). You really would be far better served by keeping the log in a single sheet, at the very least, for a year.