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Issue with Exporting Customized Columns from Cash Receipt Journal in Business Central

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Posted on by FA-31012127-0

Hello,

I am currently using Microsoft Dynamics 365 Business Central and need assistance with exporting data from the Cash Receipt Journal for editing in Excel. We are encountering an issue where, when using the "Edit in Excel" option, all columns are being included in the exported Excel document, even though we've customized and hidden some columns in BC before exporting.

Is there a way to ensure that only the customized columns we've selected in Business Central are exported to Excel, with no additional columns included? We would like to export only the visible, customized columns and the corresponding rows, not any extra ones.

Thank you for your help.

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Dynamics 365 Business Central

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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The "Edit in Excel" feature in Business Central always exports all fields that are available in the page’s underlying data source, even if you have hidden some columns in the UI. Unfortunately, customizing the visible columns on the page does not impact what gets exported.

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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Hi,

Edit in Excel always exports all the fields from any table where the Excel feature is used, as it exports all available fields by default. While it may not be the best approach to customize this, I haven't found any existing solution that limits the fields for the Edit in Excel feature. If limiting the fields is crucial, you might consider building a custom export solution or using a data management tool that provides more control over the data being exported.

Thanks

Ramesh

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

To ensure that only the customized columns you've selected in Microsoft Dynamics 365 Business Central are exported to Excel, you need to adjust the columns in your current view before using the "Edit in Excel" option. This involves customizing the view to display only the columns you want to export. Once the view is set, the export will include only those visible columns and corresponding rows, excluding any hidden or additional columns.

https://learn.microsoft.com/en-us/dynamics365/business-central/about-export-data

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Gerardo Rentería Ga... 25,384 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.Dynamics 365 Business Central: How to add custom fields in Edit in Excel | Dynamics 365 Lab

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YUN ZHU 95,750 Super User 2025 Season 2 on at

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Hi, Can't you just remove the field from Excel->Desgin?

Hope this helps.

Thanks.

ZHU

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Vahid Ghafarpour 12,200 Super User 2025 Season 2 on at

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If any of the responses helped resolve your issue, please take a moment to mark the best answer. This helps others in the community quickly find solutions to similar problems.

To do this, simply click the "Does this answer your question?" button on the most helpful response and like the helpful posts. If your issue is still unresolved, feel free to provide more details so the community can assist further!

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Valentin Castravet 31,515 Super User 2025 Season 2 on at

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Customizing and hiding columns in BC before exporting doesn't affect edit in excel. There's no setting for this, or any way to change it. However, you can hide the columns in the excel file itself.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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