How to Use the Excel Report Manager Add-In

By Nick Davis

From entering and processing data to obtaining totals and completing "what if" scenarios, Microsoft Excel lets you crunch large amounts of numbers and output the data in charts and even as a website so the financial data can be shared with others via the Internet. You can also output your data as a report by using the Excel Report Manager Add-in. The add-in tool lets you present the data in a hard-copy printout that you can mail or present to others during a conference, meeting or other event.

Creating a report

Step 1

Open Microsoft Excel. Click "File," "Open." Navigate to the Excel spreadsheet you want to create a report from. Double click on the file's name to open the spreadsheet.

Step 2

Click "View," "Report Manager."

Step 3

Click "Add." Enter a name for your report in the "Report Name" box. Select the worksheet you want to use for your report from the list of worksheets in the "Sheet" box.

Step 4

Click on the check box next to "View" to use a view for the first section of your report. Select the view you want to present in your report from the list of views in the "View" box. If you want to use a scenario for the first section of your report, click on the check box next to "Scenario." Select the scenario you want from the list in the "Scenario" box.

Step 5

Click "Add" to confirm your selection of the view or scenario you selected.

Step 6

Repeat steps 4 and 5 for the next sections in your report. If you want to change the order of the sections in your report, click on the section you want to move the click "Move Up" or "Move Down."

Click on the check box next to "Use Continuous Page Numbers" to number the pages of your report consecutively. Click "OK" to accept the report and close the Excel Report Manager Add-In dialog box.

Printing the report

Step 1

Click "View," "Report Manager."

Step 2

Click on the name of the report you created in step 3 of the "Creating a report" section of this article.

Step 3

Click "Print."

Enter the number of copies you want to print the "Copies" box. Click "OK" to print the report.

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