I use this method to create Financial statements and post /email them. With a PivotTable I can create a form for a specific client and for a specific Month or all months. The Pivot is part of a Standard Form, with Company headings etc and space for notes if required. Address details of the client can be added using VLookup.

It is possible to perform Mail Merge using Excel, I have an example somewhere from John Walkenbach's site that I will find.