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)