Excel Report Manager Tutorial
Report Manager is an add-in application produced for Microsoft Excel. This function allows users to combine and design reports using spreadsheets created in Excel. Essentially, it will take a number of reports and combine them into one larger report. Report Manager is a useful tool for business situations, such as financial reporting. One situation might call for a summary report, while others may require a more detailed analysis. With Report Manager, you can use one set of pages to make both reports.
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Instructions
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Report Creation
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1
Open Microsoft Excel on your computer. Double-click on the desktop icon or locate the program is the Start menu.
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Move to the top of the screen, select "Add-ins," and then "Report Manager" from the options presented.
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Select "Add" from the Report Manager options.
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Navigate to the "Name" text box on the Add Report dialog screen, and type in a name for the report.
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Scroll down to "Section to Add" on the Add Report dialog box. Click on the down arrow next to "View" and select your report for the first sheet. For example, if creating a company financial statement, you might want the first sheet to be a balance sheet. Click on the arrow and locate the "Balance Sheet." One page can hold several small reports if necessary. Press the add button to place multiple reports on one page. Pick the reports in order that you want them to appear on the page.
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Click on the down arrow next to "Sheet" to move to sheet 2. Press the "Add" button to insert the next report. Using the company financial example, perhaps the next page would be an income statement. Press the "Add" button, move to the drop menu next to "View," and locate the "Income Statement." Continue to insert individual reports until your larger report is complete.
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Click on the "Use Continuous Page Numbers" box if you want page numbers on the large report that go in sequence. For instances, if you want the balance sheet section to be page one and the income statement to read page two. Click "Ok" when you have assembled the report.
Printing
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Select "Add-ins" and then "Report Manager" from the top of the Excel screen.
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Locate the report to print on the Report Manager dialog box.
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Click the "Print" button on the near the top of the Report Manager dialog box. The report will print on the default printer for the computer.
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Tips & Warnings
This add-in was created for Excel 2002 but the website Excel Tip reports it does work on later versions such as 2007.
References
Resources
- Photo Credit business report image by Christopher Hall from Fotolia.com
