D365 Business Central - Save Report Dataset (Raw Data) to Excel

Microsoft coined interesting new feature in Dynamics 365 Business Central 18.3 that is very helpful for the developers or consultant while doing the report development.

Now in BC 18.3 Developer can export the Report Dataset (Raw Data) into Excel and check the data that have been generated through report Dataset. By this developer can inspect the data and make sure the dataset is correct.

This feature will also be useful for the end users, They can be able to export the data into excel and can use it for the other analysis purpose like Chart Preparation, Pivot Table etc.

Reports provide a view of structured business data, but often you want access to the data behind the report for analysis and fact finding. The data is the raw dataset from the report, filtered based on your selection in the request page. The data includes all calculations and aggregations in the report, but it is presented without any layouts on top. It's ready for your analysis or a user-defined presentation in Excel.

In below steps, we will discuss how we can save the Report Dataset into Excel -

Step 1: Search for any report, In this example we will save the Report Dataset for Report ID 111 (Customer - Top 10 List) -

Step 2: Click on Customer - Top 10 List and then Request Page for this Report will open for this Report and then click on “Send to Menu” action-

Step 3: Once you click on “Send to Menu” action, you can see now the options are available to Save the Data into Excel with two options-

• Microsoft Excel Document (data and layout)
• Microsoft Excel Document (data only)

Step 3: Once you click on “Send to Menu” action, you can see now the options are available to Save the Data into Excel with two options-

• Microsoft Excel Document (data and layout)
• Microsoft Excel Document (data only)
  

Step 4: When you select Microsoft Excel Document (data and layout) then the data will be exported into excel along with the structured layout –

Or When you select Microsoft Excel Document (data only) then the data will be exported into excel into raw data format –

Note: Users must have assigned the permission set EXPORT REPORT EXCEL to export the Report Dataset.

Thanks & Regards,
Naveen Gour