How to Create Word Reports from Excel Data
A practical guide to generating professional Word documents from your Excel spreadsheets using GoFixly.
If you regularly build Word reports by copying data out of Excel, this guide walks you through automating that process. You'll go from raw spreadsheet data to a formatted Word document in minutes, with formatting preserved and no manual touch-ups.
Prepare Your Excel Workbook
Start with the Excel file that contains the data you want in your report. GoFixly works with your existing spreadsheets — no special template or format is required.
Make sure your content is formatted the way you want it to appear in Word. Cell borders, font choices, background colors, and merged cells will all be preserved in the output document.
If you have charts, ensure they display correctly in Excel. GoFixly captures charts as high-fidelity images for inclusion in the Word document.
Install and Open the GoFixly Add-in
GoFixly runs as a Microsoft Office Add-in directly inside Excel. You can install it from the Microsoft Office Add-in Marketplace or from the Excel ribbon under Insert > Add-ins.
Once installed, the GoFixly panel opens in the sidebar. All operations happen within Excel — no switching between applications.
Select Your Content
Highlight the cells, tables, chart areas, or text blocks you want included in your Word report. Each selection becomes a content element in your document.
You can select content from multiple worksheets within the same workbook. GoFixly validates each selection against 15 supported layout patterns to ensure reliable output.
Arrange the Document Sequence
After selecting content, arrange the order in which elements appear in the Word document. This defines your document structure — cover page, sections, tables, charts, and appendices.
You can reorder, remove, or add more selections at any time before generating. The sequence you define is the document outline.
Configure Output Settings
Choose document properties like page orientation, margins, and section breaks. Select from the cover sheet library for a professional title page.
Apply a visual theme for consistent styling across the document. These settings are saved with your workbook so future regenerations use the same configuration.
Review and Generate
Preview your selections and their order. Verify that content and formatting look correct. When satisfied, click generate.
GoFixly processes your selections, preserves formatting at the cell level, and produces a Word document. The file is ready for download, review, and distribution.
Tips for Better Reports
Format in Excel first. GoFixly preserves what it sees — if your table looks polished in Excel, it will look polished in Word. Invest formatting effort where it matters: in the source.
Use named ranges for repeatability. If you regenerate the same report monthly, keeping consistent cell ranges makes the process faster.
Validate your layouts. GoFixly supports 15 layout patterns. Checking your selections against these patterns before generating avoids unexpected results.
Need PowerPoint instead? Read the Excel to PowerPoint guide. For general workflow advice, see our report automation best practices.
Try It Yourself
Start your free 14-day trial and generate your first Word report in minutes.