Create Repeating Reports

Automatically generate one copy of a report per department, region, or any other level.

The Repeating Reports feature copies a finished report worksheet once for each element you choose — for example, one sheet per cost center or one sheet per region. Each copy is automatically filtered to show data for its element.

What it does

When you create repeating reports, OfficeConnect:

  • Copies the worksheet for each selected element
  • Applies one element as a filter to each copy
  • Optionally refreshes each copy automatically
  • Names each worksheet based on your naming convention
  • Preserves all Excel formatting, formulas, and OfficeConnect metadata

Once created, each repeating report is independent — it’s not linked to the original. To update them with new report formatting, delete and recreate them.

Steps

1
Build and finalize the original report

Complete the report on one worksheet — all elements applied, formatting done, formulas in place. This is the template that gets copied.

Optionally shorten the worksheet name (e.g., rename Profit and Loss to P&L) — the copies will be named based on this.

2
(Optional) Add a repeating report label

If you want each copy to show the name of its filter element (e.g., the department name), add a label:

  1. Select the cell where you want the label
  2. Click Labels in the OfficeConnect ribbon
  3. Set Label Type to System Variable and Label Type Value to {Repeating Report Element}
  4. Click Add Expression

This label is blank on the original but populates on each copy during the creation process.

3
Open Repeating Reports In the OfficeConnect ribbon, click Repeating Reports.
4
Select the filter element type Choose what to copy by — e.g., filter by Level to create one sheet per organizational level.
5
Select which elements to include Check the specific elements (levels, versions, etc.) you want copies for.
6
Set the naming convention and refresh option Define how worksheets will be named. Optionally choose to refresh all copies immediately after creation.
7
Click Create OfficeConnect creates one worksheet per selected element and refreshes each one (if you chose auto-refresh).

Updating repeating reports

Repeating reports don’t stay linked to the original. To incorporate structural changes to the report:

  1. Delete the existing repeating report worksheets
  2. Update the original template
  3. Re-run the Repeating Reports process