It’s beginning to look a lot like Spring, isn’t
it? And oh! The places you can go!
Did you know? For any SSI report that includes
the Excel export button, the Excel spreadsheet
can be set to a whole palette of pretty colors
and font faves. And…there are LOTS of SSI
reports that go to Excel!
This is really fun!
Here’s how:
Access any report that exports to Excel (we’ll
use AR05 as an example) as you normally do –
selecting the filters, etc. according to your
needs.
Select the Excel button at the bottom of the
screen.
Have you ever noticed the Change Spreadsheet
Style button on the sub-screen dialog?
Click that button. See Cell Color and Font
choices for:
-
Title Style - the main heading
for the report (i.e. AR05 – Current Owner
Transactions)
-
Heading Style - all the column
headings (Owner Name, Reference, Invoice
Date, Amount, etc.)
-
Body Style – the main body of
information
-
Total Style – total lines
if/as applicable.
But wait!! You’ve also got Horizontal and
Vertical Alignment for each of the above.
Want the column headings to be centered and
highlighted in green? Left Justified and yellow?
Top or bottom of the cell? The choice is yours.
Set it and forget it. Pick a report (like AR05),
change spreadsheet colors, fonts, alignment, and
execute.
From now on, all reports that export to Excel
share your own personal style, until you decide
to change it.
If you get too cray-cray, there is a Default
button to change back to the original factory
delivered settings.
It’s fun to play with and all that, but the
really good thing? It’s much easier to read
through the spreadsheet – especially for column
headings. And so impressive when sending to
colleagues and business contacts!