How to Make Excel Reports

Microsoft Excel 2010 features time-saving templates to generate reports for different applications. Excel offers a variety of categories: “Analysis worksheets,” “Expense reports,” “Financial reports,” “Project and status reports” and “Other reports.” Each category contains a gallery of thumbnail images to help you visualize the data’s format. These free downloaded templates can adapt to suit your company’s needs and office culture.

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Customize an Excel template for your next report.

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Open the Excel program to display a new worksheet.

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Click the “File” tab on the command ribbon to display a list of commands.

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Click “New,” then a gallery of “Office.com Templates” appears.

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Click the “Reports” link, then a list of folder icons appears.

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Click the preferred folder such as “Financial Records,” “Logs” or “Human Resource Records.” A gallery of thumbnail images appears.

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Click the preferred report image to display a larger image in the preview pane to the right.

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Click “Download” in the right pane. The template copies to the new worksheet.

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Click in a cell and type your data. Use the Excel editor commands to customize the look of this report. For example, select a "Font" and "Fill Color" command on the "Home" tab.

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Save this Excel Workbook. On the “Save As” dialog box, click a file location in the left pane. For example, “Desktop” or a named folder. Type a file name in the “File name” text box. Click “Save.”