web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Unable to export a csv file

(0) ShareShare
ReportReport
Posted on by 5

I am not able to generate a csv file of a trial balance.  I am able to see it on screen but it will not save.  I reviewed a thread that mentioned print before you go to destination but I am not clear on the steps.  Can someone provide screenshots of what might be the issue here?  Thank you.

Categories:
I have the same question (0)
  • Rosemary Profile Picture
    10 on at

    Trial-Balance.jpg

    Good day,

    The option from the print to screen is to print physical output not a file format.

    You are given the above options in your report destination. The csv format is a file format, so you click on file and choose 'comma delimited'. You will need to give it a file name and a location, that is where you want the file, a particular folder etc.

    When you have set these options you need to click on 'print'. The default name will be 'export1' unless you change it, this should take a couple of seconds. Some amount of formatting is required after this process though, depending on the type of TB, AR or AP. You can try a small TB and see how it turns out, you can also try the 'tab-delimited' format.

    Hope this helps

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 843 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 417 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 325 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans