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The Student and Tutor collaborated to set up a custom tool designed to generate profit and loss statements in PDF format using data extracted from Simplify. The Student practiced exporting data, creating PDF reports with specific date ranges, and saving the files. The Tutor is providing a written summary of the spoken instructions for future reference.

The session involved troubleshooting and enhancing a tool to convert exported data into profit and loss statements. The Student and Tutor addressed issues related to identifying the total column and explored options for date input automation. They discussed potential improvements with the data export process and planned to finalize the initial setup in the next session.

The Student was taught how to use a custom Excel tool for P&L report generation. The session included practical exercises in data exporting and report creation, along with a discussion on customizing report content and file naming conventions. The Student plans to present the tool to directors and a follow-up session is scheduled to set up the program and address any further customization requests.

The Student and Tutor worked on building an Excel onboarding checklist, automating task completion tracking, and visualizing progress using bar graphs. They used formulas such as `COUNTIFS` and `UNIQUE` to ensure accuracy and consistency. The next session is scheduled for December 22nd to review progress on the checklist and visualizations.

The Tutor is building an Excel VBA tool to automate the import of data from a CRM into an Excel P&L template. The tool will include features for data validation, dynamic category creation, PDF report generation, and data archiving. The Student will test a prototype and provide feedback, with a final delivery planned in two weeks, including hand-off instructions.

The session focused on helping the Student clean up and organize their Excel spreadsheet used for managing financial data. They practiced removing duplicate entries, using filters, and restructuring the P&L statement for better readability. The Tutor introduced the 'IFERROR' function and demonstrated how to implement robust error handling in Excel formulas. The Student will practice the new techniques before the next meeting.