how to export microsoft dynamics nav 2009 r2 report to excel

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Posted on by Community Member

Hi everyone,

Hope you someone knows how to export a report (balance sheet, income statement, etc.) to excel, since in NAV2009R2 can only save to html on my demo database

I want to know if there's a way to export those report in excel.

Hope you can help me on this.

Thanks & Regards

Katana

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Miguel Llorca Gómez 7,019 User Group Leader on at

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I supposed that you are using RoleTailored Client, right? Which Excel version are you using? Did you try to "save as" the report from the preview?

Please, let me know.

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Community Member on at

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You may check the possibilities of using Account Schedule for Balance Sheet & Income Statement reports. from Account Schedule Overview > You can export the data to Excel easily.

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Alexander Ermakov 28,096 on at

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In worst case, you can open your html in Excel, e.g.

social.msdn.microsoft.com/.../open-htm-file-in-excel-workbooks-and-save-it-as-excel

How would it look like?

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Community Member on at

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you can open it through rename the html file with .xls.

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RockwithNav 8,637 Super User 2025 Season 2 on at

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Hey Katna,

I am sorry if I understood something wrong. If you are on NAV 2013 and Later then you can directly export Reports in any format as there are inbuilt engines given at Runtime but if you are on NAV 2009R2 and lower then you need to write a custom code for exporting the Report into Excel.

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Community Member on at

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Thank everyone.

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Community Member on at

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Hey Katana, if you still have any issues drop me an email at karunanithi.gopal@jeanmartin.com will guide you

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Community Member on at

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Sure karuna.

Thanks for your help.

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