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.