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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Statements Excel
Small and medium business | Business Central, N...
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Customer Statements Excel

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Posted on by Iamtommoore 60

Hello,

Is it possible to send a customer statement in Excel rather than PDF and Word?

We have customers who won't accept, PDF and we have to copy and paste into Excel

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 82,927 Super User 2025 Season 1 on at
    RE: Customer Statements Excel

    Hi, as you know, customer statement cannot be directly exported to Excel, but Report can be saved as Excel in the code. Although I have not tried it, it may be possible to do it with customization.

    https://yzhums.com/7200/

    pastedimage1636416116807v1.png

    Hope this will help.

    Thanks.

    ZHU

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