Export your financial reports to Excel

Completed

You can export financial reports to Excel. Exporting to Excel enables you to control your data by using Excel functions and features and share data with others who are working outside of Business Central.

To export a financial report to Excel, follow these steps:

  1. Select the Search for Page icon in the top-right corner of the page, enter financial reports, and then select the related link.

  2. Select the financial report that you want to export and select Edit Financial Report.

  3. On the Financial Report page, select Export to Excel.

  4. If you want to create a new Excel spreadsheet, select the Create New Document option. If you want to update an existing Excel workbook, select Update Existing Document and locate the Excel file that you want to update.

Business Central opens Excel and exports the data and the filter information from the selected financial report. The worksheet name is the same as the financial report name.