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.
Open the Excel program to display a new worksheet.
Click the “File” tab on the command ribbon to display a list of commands.
Click “New,” then a gallery of “Office.com Templates” appears.
Click the “Reports” link, then a list of folder icons appears.
Click the preferred folder such as “Financial Records,” “Logs” or “Human Resource Records.” A gallery of thumbnail images appears.
Click the preferred report image to display a larger image in the preview pane to the right.
Click “Download” in the right pane. The template copies to the new worksheet.
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.
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.”
Tips & Warnings
- Before typing your data, save this template as an "Excel Template" for future reference.
- Search for online Excel templates. Open the “Office.com” website. Type “Excel reports” in the “Search” text box. Click the radio button for “Templates.” Click “Search” to view a gallery of reports to download.