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Hi there, I want to see who can find the best way to set up something to auto-sort the reports I copy and paste. Either through excel or vba. So my job requieres me to bug financial advisors when they come up in reports. The problem is that these advisors are also part of different pools. Because of that I spend alot of time shifting through information to make sure I send them their finds and the findings for the pools.
Each financial advisor has a fa #. Each pool has a pool #. Within the pool could be one or more advisors under it. The reports will list the fa or pool name and number and the client's name and acc0unt number.
What I want to be able to do is copy and past the info of the report and it output the acc0unts for each person listing their own and the pools. I attached an example.
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