Each Microsoft Dynamics 365 Business Central solution contains valuable information that can be used for strategic decisions.
With Excel Report Builder you get an Excel-based reporting tool that allows you to prepare and analyze this existing data material quickly and easily. From simple evaluations to automatically scheduled evaluations that contains multiple worksheets with data sources from different companies, Excel Formulas, PivotTables and PivotCharts - with the Excel Report Builder you have a wide range of possibilities at your disposal.
Excel Report Builder requires no special software. The Excel evaluations are created and executed directly in your familiar Dynamics 365 Business Central working environment. However, in order for a user to open and view a created Excel workbook, a corresponding program must be installed. Basically Microsoft Excel is recommended, but you can also use OpenOffice, Office on an Android, iPhone or iPad.
The Download Area provides a selection of free evaluations that you can download and use.
Navigation
Excel Report Builder is integrated into the Accountant and Accounting Manager roles, but can be accessed from any role via the Search function.
For more information, see General, Role Center Integration.
The search terms "excelreportbuilder", "nvxerb", "ncerb" and "navax" are recognized by "Tell me what you want to do".
Note
The Excel Report Builder was developed with the prefix NCE resp. NVXE.
NCE resp. NVXE stands for NAVAX Consulting resp. NAVAXExcel Report Builder.
Permission Sets
The following permission sets are available for the Excel Report Builder:
Name
Description
NCE, MY EVALUATIONS
Excel Report Builder My Eval.
You need these permissions to execute Excel Evaluations via My Excel Report Builder Evaluations.
For more information, see Execute Evaluations, My Excel Evaluations.
Excel Report Builder
