Over my forty years or so in and around dealing rooms and financial markets, I have heard many theories as to how to approach that problem and have settled on a process that has worked for me.

In a quest to cut down on all the busywork it takes to create and update spreadsheets, I discovered artificial intelligence ...

XcelForm - A powerful app for Exporting Doctype data to Excel with custom formats in Frappe/ERPNext. Supports multiple templates, attach or download Excel, and more!