How to Convert Excel to Report Builder Format

Report Builder is a third-party reporting tool released by Internet-Soft which can create and customize specialized reports using Excel files. It is mainly used to gather large amounts of data from an Excel spreadsheet and convert this information into a new, easier-to-read format. Report Builder will automatically convert your Excel files into Report Builder format when creating a new report, so the process is actually quite simple. It should take no more than 15 minutes to convert an existing Excel file into a Report Builder file.

Instructions

    • 1

      Run Report Builder.

    • 2

      Select "New" from the "Report" menu in the program toolbar.

    • 3

      Enter a name for your new Report Builder file in the "Report Name" field.

    • 4

      Select the type of report you wish to make next to the "Report Type" field. You will need to place a check in the box next to one of the three options: "Form Report", "Columnar" or "Master-Detail Report." These type choices will determine the layout of your report.

    • 5

      Click "Path" on the line next to "Open table using..."

    • 6

      Double-click next to "MS Excel File Name" to bring up a file browsing window. Use this window to locate the Excel file you wish to convert to Report Builder format. When you have located the desired file click "OK."

    • 7

      Make any additional changes you desire on the "New Report" menu. When you are satisfied with your settings, click "Run Report" from the "Report" menu on the program toolbar. This will prompt Excel to open and Report Builder will begin generating your new project. Once you are satisfied with the finished report, click "File," then "Save" to save your Report Builder file.

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