Dynamics Community Forum Thread Details

Customize the Excel report generated from "Trail Balance Snapshot"

Hello,
Thanks for reading this long post.

I need 03 help.
1. How to add Excel columns in the report generated from "Trail Balance Snapshot"?
2. Without downloading the report from D365, If I refresh the "Dynamic Excel add-in", will the report be updated directly in Excel?
3. If I close the "Dynamic 365 Add-ins" in Excel, How I can get the left menu again?

1. How to add Excel columns in the report generated from "Trail Balance Snapshot"?

I am trying to download the Trial Balance for multiple ledgers in one Excel file.

Previously, I downloaded the report from the section "Options"

I am getting the report in Excel as below.

When I am downloading the Excel report from "Trail Balance Snapshot", I am getting all the ledger information in one Excel. This is great.
But the problem is in this report that the columns below are missing.
1. Name
2. Opening balance - Reporting currency
3. Debit - Reporting currency
4. Credit - Reporting currency
5. Ending balance - Reporting currency

Below snapshot is from "Trail Balance Snapshot".

How can I get missing Columns in the report generated by "Trail Balance Snapshot"?

2. Without downloading the report from D365, if I refresh the "Dynamic Excel add-in", will the report be updated directly in Excel?
If I click on this refresh button, Report will be updated automatically?