Excel Report Builder

Build Excel reports directly within Microsoft Dynamics 365 Business Central.

Current Version: 24.3.0.0 as of Business Central 24. For older BC versions, downgrades are available.
AppSource Name: Excel Report Builder

☰ Contents

General

• Excel Report Builder
• Role Center Integration

Setup

• Excel Report Builder Setup
• Excel Functions
• Evaluation Groups
• Blocked Tables

Edit Evaluations

• General

• • Edit Excel Evaluation
  • Download Area
  • Import Analysis

• Data Sheets

• • Data Sheet
  • Sheet Settings
  • Table Settings
  • Date Filter IDs
  • Field Settings
  • Formulas
  • Text Settings

• PivotTable Sheets

• • PivotTable
  • Sheet Settings
  • Field Settings

• Other Sheets

• • Text Sheet
  • Information Sheet

• Extended

• • User Permissions
  • User Assignments
  • Copy, Export & Import

• Tips & Tricks

• • Get month name from date
  • Get data via sheet reference

Execute Evaluations

• My Excel Evaluations
• Execute Excel Evaluation
• Evaluation Filters
• Archive Excel Evaluation
• Evaluation Archive
• Analyze Data in Excel

Information for Developers

• Runnable Codeunits
• Temporary Data Codeunits
• Connector

Appendix

• System Requirements & Limits
• Comparison with BC Standard and NC Cube
• Import old NC Cube files
• NAVAX License Management
• Installation Notes
• Release Notes