Hello Barney,
after reading the job description and thoroughly analyze the sample file a possible solution popped up in my mind and I would like to share it with you.
I think it's going to be easier to move the Data Entry activity to an Excel Table, using a user form there (as you've thought, can be done with tabs, yes/no, drop downs, no problem with that) to populate all the required fields marked in the report between squared brackets.
This method will have the advantage to give you a tracking of all the jobs, making easier, in a future, update, manipulate or check the data.
After that, it will be just a matter of create references between the Report Template and the Data Table.
Then, with one click, the report can be automatically populated and generated.
It's just an idea, it can also be done partially (for example just for the customer info).
What do you think about it? Sounds possible?
This project sounds really interesting to me and I'm available to start immediately.
If you'd like, we can jump on a quick chat and discuss further details.
Kind Regards,
Daniel Quaranta