Management Reporter Headers in Excel
Posted by Misty Galbreth, Support Analyst on July 17, 2017
Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View? If the Page Layout View in Excel is not to your liking, this can present a problem.
Example 1 – The report does not show headers in the Normal View in Excel
Example 2 – The report shows headers, but only on Page Layout View in Excel
What’s the Fix?
Good news! Microsoft fixed this and you can now see your headers in the Normal View in Excel.
First, you will want to make sure that you have updated to a version of MR that includes the enhancement. You must be using Management Reporter 2012 CU10 or higher. You can find your version by clicking on the Help menu and choosing About Management Reporter.
The version number you show needs to be version 2.1.10001.112 or higher. If your version begins with 2.1.10 or 2.12, you are on a version that supports this functionality. Please check with Crestwood Support at email@example.com if you have version questions.
Next, to view the headers in Excel’s Normal View, simply make the following changes:
- Open your report in MR Designer.
- On the Output and Distribution tab, mark the box under Excel Options to Include Headers and Footers.
- Under Header and footer formatting, choose the option from the dropdown menu ‘Display headers and footers in Normal view on first page only’.
Now when you run your report with these Excel options marked, download to Excel and choose the Normal View, you will get the following result:
The headers are now visible in the Normal View. If you need assistance with this feature, please contact Crestwood Support at firstname.lastname@example.org.