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Best Practice for bundles exported to Excel

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 8 months ago

If your report bundle is designed to be exported to an Excel spreadsheet, here's some tips to make it work well for you:

  • Don't display the bundle title

    • It's better to add a document as a cover page

  • Optimise for Excel

    • Click Actions at the top, then Optimise for export to Excel

    • This will give you one sheet per report, rather than one per page

  • Set a unique title for each report in the bundle

    • For each report, choose More Options, then Edit Properties

    • If you haven't already done so, tick Change the report title in the bundle

    • Over type the Title as preferred

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