MC Home - ISC Home - Help Documentation - Report Manager - Prepare a Report in Excel for Sorting or a Mail Merge

Prepare a Report in Excel for Sorting or a Mail Merge

Overview
Remove the Formatting
Delete Rows Above the Column Titles
Delete Blank Columns
Unmerge Merged Cells

Overview

If you want to sort a report that you've exported to Excel or use it for a mail merge, then you'll need to remove the formatting, delete any rows that appear above the column titles, delete any blank columns, and unmerge any merged cells. (If you've exported the report to a CSV file, opened the CSV file in Excel, and saved the data in Excel format, then you'll only need to delete any rows that appear above the column titles and any blank columns.)

Remove the Formatting

1. Click the Select All button.
   
   
2. On the Home tab, click the Clear down arrow and select Clear Formats.
   
   
   
   Note: If gridlines do not appear after you clear the formatting, then you can turn them back on by clicking Gridlines on the View tab.
   
   

Delete Rows Above the Column Titles

1. Right-click the row number and select Delete.
   
   

Delete Blank Columns

1. Right-click on the column letter and select Delete.
   
   
   
   Note: Sometimes, blank columns are so narrow that they are difficult to see. To make sure you locate all blank columns, look at the column letters and make sure none or missing. (For example if you can see columns A, B, and D, but you do not see column C, then you'll need to widen column C so that you can delete it. The best way to do this would be to highlight columns B - D and then resize column D to make it wider. This should also widen columns B and C.)

Unmerge Merged Cells

1. Click the Select All button.
   
   
2. On the Home tab, click the Merge & Center down arrow and select Unmerge Cells.