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

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.

2

Click "View," "Report Manager."

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.

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.

5

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

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."

7

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

1

Click "View," "Report Manager."

2

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

3

Click "Print."

4

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

Tip

  • The Excel Report Manager Add-in is not included with Microsoft Excel 2002 (and doesn't work with older Excel versions). If you have Excel 2002 and want to use the Report Manager, you must download the add-in tool by clicking on the "Excel Report Manager Add-in Tool" link in the Resources section of this article. Once you have downloaded the tool, extract the file using a Zip file extraction tool. Click on the "Rptmgr.exe" program to extract the "Reports.xla" file. Place the "Reports.xla" file in your computer's Microsoft Office "Library" folder (located in the following path--"C:\Program Files\Microsoft Office\Office11\Library". Complete the steps in both sections of this article to create and print your reports.

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About the Author

Nick Davis is a freelance writer specializing in technical, travel and entertainment articles. He holds a bachelor's degree in journalism from the University of Memphis and an associate degree in computer information systems from the State Technical Institute at Memphis. His work has appeared in "Elite Memphis" and "The Daily Helmsman" in Memphis, Tenn. He is currently living in Albuquerque, N.M.

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