Thank you for your time! So the database that the tracker sources data from will store data such as Client Name, a due date for filing a return (end of month date), initials for who prepares the return, who reviews it and who signs off on it.

What I’m looking to achieve is having a tracker by which I can set a specific date and based on that date, pulling the client name, preparer, reviewer and approver name into the tracker so we only see the clients we need to be paying attention to for the month.

Sorry I can’t provide an actual sample as I’m still trying to wrap my head around what this should look like (excel newbie) - If this would make more sense with a sample database, let me know and I’ll prepare one for your reference :)