Zidar,
At the moment I'm following what the previous "DBA" was doing.  Every month we have to assemble a report.  It is significantly easier to assemble the report using T-SQL Queries.  I attempted to try it with Excel at one point and it was a fruitless effort.  The sheets became too large.  The data in the database is not used for storage of any kind.  I'm just using SQL to manipulate the data because as the previous person found trying to do it with Excel was just a waste of time.  All the data import into SQL is in CSV or Spreadsheets, though, which are quite large, 50,000 rows or more.  In a nutshell this is the process:

0. Remove prior months tables.
1. Download membership 'rosters' CSVs from insurance companies (which are all with different column headers)
2. Import the rosters into their own tables.
3. Add the "Program" column to each table and fill the program row with the program name for that particular roster.
4. Filter the Membership Rosters to remove certain records.
5. Join Membership Rosters into one large Roster
6. Use Unions and Joins to create two new tables on certain data columns.
7. Export and send records from two new table created from Step 6 to parties requiring them.

I realize this is not glorious DBA (and I use the title DBA loosely) work, but it is far more efficient than Excel.