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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Exporting Fin'l Report...
Small and medium business | Business Central, N...
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Exporting Fin'l Reports to Excel - 2 issues

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Posted on by Community member 12
I have some basic B/S and P/L reports set-up in the B.C. Financial Reports. Client will be exporting these reports to Excel for eventual management reporting needs. In our Row Definition, we have set all of the /amount/ Rows to only print if there's a non-zero Column amount.
 
Problem 1: If we choose the /Export to Excel/ option, we get all of the Rows, including Rows with all $0's across all columns. 
Problem 2: If we choose the /Print>Send-to>Excel/ option, the $0 rows are properly excluded, BUT, the Excel file has empty Rows between each line, and empty columns between each column. It is horribly ugly. 
 
There has to be a way to accomplish the export of a Financial Report to Excel where the $0 Rows are excluded AND there are no bogus blank Rows & Columns.
 
Thanks,
John
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Business Central
  • Community member Profile Picture
    Community member 12 on at
    Exporting Fin'l Reports to Excel - 2 issues
    Here's the useless reply we got from MS support. In the version of BC that my client is about to start using, there are no "properties" in the Row Definition. And nearly a day after requesting where I could find "properties", I have not heard back. I can't understand how Microsoft wants to move their clients to D365 if they can't provide such fundamentally basic support. Truly awful after five days of waiting. 
     
    I understand that when you use the export to excel function, after opening one of their financial reports, where Show All lines option is toggled off, From the Overview page, you choose Export to Excel, then Create New Document. When the new document is generated, and it is opened to be reviewed.  You also noticed that lines that have no activity for the period which appears on the report, and this occurs even though the row definition is setup to only show if any column is not 0. You would like to know how to suppress the rows when exporting to excel for accounts that have no activity.
     
    I would recommend that you would need to modify the row definition cells to show only transaction detail accounts that have a non-zero balance or period activity.

    To do this, follow these steps:
    • Open the financial report.
    • Go to the Row Definition page and select the row definition that you want to modify.
    • In the Row Definition page, select the row that you want to modify.
    • In the Properties section, set the Suppress If Zero or No Activity field to No.
    • Save the row definition.
  • Community member Profile Picture
    Community member 12 on at
    Exporting Fin'l Reports to Excel - 2 issues
    Thanks for your reply, ZHU. 
     
    Microsoft should be embarrassed that something so simple can't be resolved quickly and easily. We created a support ticket but got nowhere with it.
     
    Whomever designed and approved the Print>Send-To>Excel output to include all of the extra blank lines & columns has clearly never worked with Financial Statements in Excel and should not be involved in this type of report design.
     
    John
     
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    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    Exporting Fin'l Reports to Excel - 2 issues
    Hi, unfortunately, as far as I know there's no way around it.
    The first method is to export all data, so entries with 0 will be included.
    The second method is due to a problem with the RDLC layout file. When printing, you think it is in line, but in fact it is not aligned. When exporting to Excel, many blank lines will occur. This requires exporting the layout file and then fine-tuning it.

    I hope other experts can give you better advice
    Thanks.
    ZHU

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