Save report dataset to Excel from the request page (BC18.3+)

 

How to see dataset in Business Central reports

 

We used to have “About this Report” option to export the dataset of the report to inspect the data that is generated by a report dataset in earlier Dynamics NAV versions. This was very useful to filter the reports and optimize the dataset performance.

 

Microsoft included new feature that does similar to above functionality from D365 Business Central version 18.3 onwards. This new feature exports report dataset to Excel.

Step 1: Open the feature management page.

Step 2: By default, all the features are not enabled. Select the feature (Export report dataset to Microsoft Excel document)

 

 

Step 3: We need to enable the feature by changing the value of Enabled for from None – All users

 

Step 4: Refresh the environment for reflecting the new changes.

 

  

Step 5: Now, open Posted Sales Invoices page and then try to print the report for any posted document.

 

 

Step 6: In the request option page select “Send to…” option

 

 

Step 7: In the given “Choose file type…”, select “Microsoft Excel Document (data only) option and click “OK” to download the dataset to Excel document.

Step 8: Now, open the downloaded excel document to view the dataset.

Step 9: To view the developed layout with the data select another option “Microsoft Excel Document (data and layout)” and click OK.

Step 10: Open the downloaded excel file to see the report output with the developed RDL layout.

 

Start your free Dynamics 365 Business Central trial

Do you want to try, learn and explore Business Central?

Please follow below steps on how to set up a free Business Central trial environment.

 

1. Browse

     https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3

 

2. Click on Free Trial

 

3. Enter Email address and click Next

 

4. Click on Set up account

 

5. Enter details and click Next

 

6. Select either Text me or Call me and click on Send Verification code

 

7. Enter verification code that you have received and click Verify

 

8. Now we must select our domain

 

9. Enter the domain name and click “Check availability”.

 

10. Click Next

11. Enter a Username and password

12. Click Sign up

 

13. Click Get Started

14. Download Office apps if you want otherwise click Continue

 

15. Select “No, use default for now” option and click “Use this domain”

16. Add new users if you want otherwise click “Do it later”

17. Click continue

18. Click continue

 

19. Provide your feedback and submit and then click “Go to admin center”

20. Now we are in Microsoft 365 admin center.

 

21. In the same browser, open http://businesscentral.dynamics.com/ to sign up for Dynamics 365 Business Central

22. Click Sign In

23. Select or enter the account which we have created in above steps

24. Enter the password and click Sign In

25. You can select yes/no in below screen. 

 

26. Then it will start setting the Dynamics 365 Business Central environment in back end. Will take couple of minutes.

27. If you by any chance get below screen, then please keep waiting.

28. Click on Get started

29. Click Skip & go to Dynamics 365 Business Central

30. Click on Get Started.

31. Now we are in Dynamics 365 Business Central environment.

 

In next post, I will explain how to manage different environments from Dynamics 365 Business Central Admin center.