Formatting of Reports Before Excel File Distribution
Before distributing a report as an Excel file, I always add or make sure of the following (in no particular order):
- A personal preference - use Arial or Verdana font. I've found these two fonts to be the most professional as well as the easiest to read on paper, on screen, or on the web.
- A descriptive title. I usually use three lines - the first is the company name, the second is the title of the report, and the third is the time period that the report covers.
- If the report contains confidential information, add the word "Confidential" to the header.
- If there are more than four or five lines or rows of information, use line numbers or alpha references on the left side of the report to quickly identify those lines or rows.
- If there are more than four or five columns of information, use column numbers or alpha references above the column titles to quickly identify those columns.
- Format dollars as dollars and statistics as numbers. A dollar sign ($) in front of any dollar value always insures that the viewer knows the difference between dollars and numbers.
- A footer that identifies the location of the report on the network as well as other information such as who created the report, the date and time created, page numbers, etc.
- Always remember to set up the print range before distributing the report.
- If the report contains cells with formulas that might are return errors, remove the errors or use conditional formatting to mask the errors before distribution.
- If the Excel file with report contains macros, I usually remove them before distribution so that whoever receives the report does not have to respond to macro prompts when the file is opened.
- Protect the sheets against unwanted changes if needed. I added this idea but rarely do this in practice. If I really want to protect an Excel based report from someone else making changes after distribution, I send it out as an Adobe .pdf file.
Am I missing anything?
Comments
it’s always annoying to get a file with no header, not subject title, no bold type for categories, and no different fonts/colors within to designate. Good tips.
Posted by mmo on 03/17 at 04:04 PM
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