In Dynamics 365 Business Central, you can export data to Excel using reports. This feature allows users to generate customized reports and export them directly to Excel for further analysis, sharing, or presentation.
Let start with Export to Excel Data Using Report!
Introduction:
Exporting data to Excel using a report in Microsoft Dynamics 365 Business Central can be achieved by creating a custom AL report that includes the required data and then configuring the report to export to Excel.
Here’s a step-by-step guide to help you accomplish this:
Step 1:- Open visual studio code & Create your new project by setting Launch.json.
Step 2:- Download Symbols
Press F1 and Select download symbols after download symbols.
Step 3:- Create New AL file for report object & Open newly created file.
Step 4:- Create TReport Structure to build a new report for Export Data from BC to Excel file.
Step 5:- Add ID , Name & SourceExpressions.
And set the all report Property like Red marks value and extension name
Here is the Report All code:
report 50122 “New Customer”
{
UsageCategory = Administration;
ApplicationArea = All;
Caption = ‘Export Customer’;
dataset
{
dataitem(“Custom Customer”; “Custom Customer”)
{
trigger OnPreDataItem()
begin
MakeExcelDataHeader();
end;
trigger OnAfterGetRecord()
begin
if PrintExcel then
MakeExcelDataBody();
end;
}
}
requestpage
{
layout
{
area(Content)
{
group(GroupName)
{
field(Name; ”)
{
ApplicationArea = All;
}
}
}
}
actions
{
area(processing)
{
action(ActionName)
{
ApplicationArea = All;
}
}
}
}
trigger OnInitReport()
var
myInt: Integer;
begin
PrintExcel := true;
end;
trigger OnPreReport()
var
myInt: Integer;
begin
ExcelBuffer.DeleteAll;
end;
trigger OnPostReport()
var
myInt: Integer;
begin
if PrintExcel then
OpenExcelFile();
end;
var
ExcelBuffer: Record “Excel Buffer”;
PrintExcel: Boolean;
Text001: Text;
procedure MakeExcelInfo()
var
myInt: Integer;
begin
end;
procedure MakeExcelDataHeader()
var
myInt: Integer;
begin
ExcelBuffer.AddColumn(“Custom Customer”.FieldCaption(“No.”), False, ”, True, False, True, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.FieldCaption(Name), False, ”, True, False, True, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.FieldCaption(Address), False, ”, True, False, True, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.FieldCaption(Address2), False, ”, True, False, True, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.FieldCaption(City), False, ”, True, False, True, ”, ExcelBuffer.”Cell Type”::Text);
end;
procedure MakeExcelDataBody()
var
myInt: Integer;
begin
ExcelBuffer.NewRow();
ExcelBuffer.AddColumn(“Custom Customer”.”No.”, False, ”, false, False, false, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.Name, False, ”, False, False, false, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.Address, False, ”, false, False, false, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.Address2, False, ”, false, False, false, ”, ExcelBuffer.”Cell Type”::Text);
ExcelBuffer.AddColumn(“Custom Customer”.City, False, ”, false, False, false, ”, ExcelBuffer.”Cell Type”::Text);
end;
local procedure OpenExcelFile()
var
myInt: Integer;
begin
ExcelBuffer.CreateNewBook(‘Sales Order’);
ExcelBuffer.WriteSheet(‘Sales Order’, ”, ‘Summary’);
ExcelBuffer.CloseBook;
ExcelBuffer.OpenExcel;
end;}
Search your report to run & Export data to Excel file.
Click New Customer it’s a Customize Page:
Click On Action > Export Excel from New Customer Page:
Apply filter if you want to export only filtered records from Customer & Run your report.
Below is your exported Excel file with filtered customer data.
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