Troubleshooting
Problem
User clicks 'Reports - Run' and chooses a report (or form). User opens this report (or form) into Excel. - User notices that this spreadsheet (for example report) does not automatically recalculate (for example by automatically running formulae to give totals etc.) when they expected it to do so. - This is despite the fact that they had deliberately chosen to save the report (inside the Controller report generator tool) with the recalculation set to 'automatic'. There is also a secondary symptom where (because the user has opened a report with the setting 'manual') it causes future spreadsheets (when opened) to also have the setting 'manual' - This is a consequence of the fact that Microsoft Excel's behaviour is to cause future spreadsheets to have the same recalculation setting as the first (currently open) spreadsheet.
Symptom
Main Symptom:
Imagine a user has used the menu item 'Reports - Create' to create a report. They have intentionally set the Excel Formulas option 'Workbook Calculation' to 'Automatic':
- This means that the report (when run) should automatically recalculate (when any change is made).
User then clicks 'Reports - Run' and opens this same report.
- User makes a change (for example enters a value in a cell)
- User notices that the spreadsheet does not recalculate (run) automatically.
User clicks 'File - Options' and opens the 'Formulas' section. User notices that 'Workbook Calculation' is (incorrectly) set to 'Manual':

Secondary Symptoms:
Example #1
If the user keeps the Excel session open, and then opens a different spreadsheet (for example an XLSX file) then they will find that this is also set to manual (not 'automatic').
- In other words, by using 'Reports - Run' (to open a single report/form) it now causes all future spreadsheets to open with the 'Workbook Calculation' set to 'Manual'.
This behaviour lasts as long as Excel is kept open.
Example #2
Imagine a scenario where:
- User launches Excel, and opens an XLSX file (for example 'TEST.XLSX')
- User now launches the 'main' Controller client (CCR.exe) and clicks "Reports - Run". User chooses a selection, and sends this report to Excel. The report appears.
- User now switches back to the original file (for example 'TEST.XLSX')
- At this point the file/Excel is configured so that its recalculation is set to 'automatic'.
- If the user now checks this file, they will see that 'TEST.XLSX' is now configured so that its recalculation is set to 'manual'.
Log InLog in to view more of this document
Was this topic helpful?
Document Information
Modified date:
08 May 2025
UID
swg21988296