How to export Report data to Excel

  • Open any D365 BC report.
  • Apply required filters
  • Click on Send to

  • Select Microsoft Excel Document (data only)
  • Click on OK

  • Data will be exported in an Excel document

 

How to export Master/Transactions data to Excel

  • Open in Excel
  • Open Vendor Ledger Entries

  • Click on button & click on Open in Excel

  • Excel will be downloaded in the user's system; refer to the below screen

 

  • Click on the Excel file to open
  • Excel file is exported with Data

 

 

  • Open in Excel
  • Open Vendor Ledger Entries
  • Click on button

  • Click on Edit in Excel

  • Excel file will be downloaded in the user's system; refer to the below screen

  • Click on Excel to Open the file
  • Excel Template is exported (without data)