Adding a Report

Written by Allen Wyatt (last updated August 5, 2021)
This tip applies to Excel 97, 2000, 2002, and 2003


1

To define a report, select the Report Manager option from the View menu. When you do, you will see the Report Manager dialog box. If there are any reports defined, they will be listed at the left side of the dialog box.

To create a report you should click on the Add button. You will then see the Add Report dialog box. (See Figure 1.) Using this dialog box you can control what you want the report to contain. In the field at the top of the dialog box you specify the name you want used for this report (spaces are permissible).

Figure 1. The Add Report dialog box.

The center portion of the dialog box allows you to specify what belongs in a section. Each section is technically nothing more than a worksheet in the current workbook, although you can also define views and scenarios you want to use.

In the Sheet field you can specify which worksheet you want printed for this section of the report. The worksheet originally shown is the one you were working on when you started the Report Manager. You can select different worksheets, however, by using the pull-down list at the right side of the field. From the resulting pull-down list, select the worksheet you want printed.

If you select the View check box, you can specify which view you want used when the section is printed. The default here is (None), but again you can use the pull-down list at the right side of the View field to expose a list of available views.

The Scenario check box, if enabled, allows you to specify which set of data should be used when this section is printed. As with the View field, the default here is (None). Clicking on the pull-down list at the right side of the field results in a list of scenarios being displayed.

Once you have selected a worksheet, view, or scenario, you can add the section. This is done simply by clicking on the Add button. The section specification then appears in the list of sections at the bottom of the Add Report dialog box.

When you are through defining your report, simply click your mouse on the OK button and the report will be saved.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2903) applies to Microsoft Excel 97, 2000, 2002, and 2003.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Watermarks in Columns

If you are creating small flyers (two per page), you may want to include a watermark graphic in the background of each of ...

Discover More

Printing Columns and Rows

If you want to print just the contents of a number of rows and columns, it can be challenging to get the output you want. ...

Discover More

Unwanted Font in Draft View

Word supports different ways of viewing your document as you work with it. One of those views, Draft, can use a specific ...

Discover More

Program Successfully in Excel! John Walkenbach's name is synonymous with excellence in deciphering complex technical topics. With this comprehensive guide, "Mr. Spreadsheet" shows how to maximize your Excel experience using professional spreadsheet application development tips from his own personal bookshelf. Check out Excel 2013 Power Programming with VBA today!

More ExcelTips (menu)

Editing Reports

The Report Manager allows you to create specialized reports that can be easily printed from your worksheet data. This tip ...

Discover More

Printing Reports

The Report Manager allows you to create specialized reports that can be easily printed from your worksheet data. This tip ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is two more than 9?

2018-11-12 08:46:06

Louise Young

This add-in is not available in Excel 2016.


This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.