Overview
Use mail merge tags to pull data from your financial statement into your report.
To add a financial statement to a report template:
Open the financial statement and click Copy Tag
at the top of the page.
Paste into your report template in the Word desktop app.
Apply formatting as desired. See below for formatting ideas and suggestions.
Apply formatting to a report statement
After adding your table and tags to your report template, you can continue editing in the Word app to add additional formatting. Below are some suggestions to help you get started.
Apply bold and underline
Add bold or underline to the headers and totals row to help them stand out from the line items.
Modify cell margins
By default, Word doesn't add any spacing above or below the text in your table. You might want to increase the cell margins to improve readability, especially if you choose to hide borders from your table.
To edit cell margins:
Select the cells in your table where you'd like to edit margins.
In the Layout tab of the toolbar, click Cell Margins.
Input your desired margin sizes. Increasing the top and bottom margin sizes will increase spacing between rows. Increasing the left and right margin sizes will increase spacing between columns.
Automatically set table width
Allow Word to automatically set the table width:
Select the whole table.
In the Layout tab of the toolbar, click AutoFit > AutoFit Window.
