How to Create a Report in Excel – Generating Reports

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Analyzing data and converting values into tabular form is not the only thing Excel can do. In fact, Excel can perform advanced functions as well. These functions include creating a report and making them outstanding by using multiple features.

The Pivot Table feature in Excel is a great option to avail when it comes to making a report. It lets you organize, group, and summarize data by dragging and dropping fields.

What are Excel Reports?

Do you have any idea what Excel reports are?

In Excel, making a report is not something you can use for one function, instead this term is used on the whole to present all the linked data on a sheet precisely. Most often, Excel reports let you display a part of the sheet in a way that makes it super easy to understand the whole dataset.

Not only this, but it also includes a little part of data manipulation that answers a particular question. For instance, your report includes sales per day data will show data as the average daily sales per month or net monthly sales. When you manipulate data by adding the entire month or average them over monthly time, it gives you a clearer report view.

Steps to Follow:

Here’s how to create a report in Excel:

  • Open Microsoft Excel and choose the Controller option.
  • Now, click on the Reports button and choose Open Report.
  • Click on the Controller button and choose the Reports option and then the Run Report button.
  • You will see a Run Reports window.
  • Now, add the actuality, period, and forecast actuality that needs to make a report.
  • Add the company that needs to generate the report.
  • Enter the currency type in which you need to make a report. You may add a local currency or even the converted currency can be added.
  • Now, add the currency code you need to use, such as ER. You will add this field only when you need to process a report by using more than one currency code as currency type.
  • Add the extended dimension that needs to be in the report. When there is no dimension, the total will be used.
  • Now, add the closing version in which you need to make a report. By default, you will see REP is used.
  • Add the contribution version in which you need to make a report.
  • Now, you need to add the account, the movement extension, the form, and the counter company that is supposed to make a report.
  • Press the OK button and you will notice the Excel sheet is expanded into rows and columns filled with values. You are now able to make changes to the report format in Excel according to your needs.
  • In Microsoft Excel, choose the Controller button and then click on Save Report option from the Reports menu.

Tips for Making Excel Reports

You must follow the tips given below while creating an Excel report:

Make a Group of Reports on a Dashboard

You should make a dashboard that lets you display the key points of the reports. This dashboard is useful when you need to track more than one report.

Use Timelines or Interactive Factors

By using timelines or layered charts, you can have more approaches that contain relevant topics of interest in a dashboard report.

Make Backups of Data Reports

Once your documents are updated, you must have a backup of your important files so that you can save data.

Formatting Tools Help in Arranging Data

With the help of formatting tools, you can clean and wrap factors when you need to add data in Excel within the cells of the sheet.


In this post, you have learned how to create a report in Excel. As an analyzing tool, you can purely utilize Excel features in multiple projects. Keep exploring Excel and you will become an expert in the field.

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