Create monthly report spreadsheet and move to drive

You lack a dated monthly report file from your template, forcing coordinators to search and delaying prep. It creates and files a ready spreadsheet so teams can begin reporting the same day.

Overview

Stop scrambling to create and correctly name monthly report files; this workflow produces a dated, ready spreadsheet automatically on the first of each month. Program coordinators get a filed report the same day, reducing prep time and avoiding version confusion before monthly reviews.