How to Make Excel Reports

By Kathryn Hatashita-Lee

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.

Step 1

Open the Excel program to display a new worksheet.

Step 2

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

Step 3

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

Step 4

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

Step 5

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

Step 6

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

Step 7

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

Step 8

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.

Step 9

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 “” 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.