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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Unable to export a csv...
Finance | Project Operations, Human Resources, ...
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Unable to export a csv file

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Posted on by LDG 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.

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Microsoft Dynamics GP
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  • Rosemary Profile Picture
    Rosemary 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

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