235
Hi,
I have a customer running GP10. They want to send Trial Balance to excel. I do not see a way to do this. They do have the smart list builder. They would like to send it to excel with totals for home office in europe.
Thanks
Dexter Southerland
*This post is locked for comments
I agree with Leslie, I even have a blog post with the steps to do this in FRx: victoriayudin.com/.../dynamics-gp-trial-balance-in-excel-using-frx.
Hi Dexter,
I think FRx is a really easy way to produce an exportable report that you can open in Excel. Something else I have done for years (read pre-FRx) is to change one of the standard trial balance reports, like the 'Worksheet' into an Excel friendly report. You would need to open it in Report Writer and then remove all of the extra fields so that it's a pure column and row report.
I'll be happy to work with you on this if you don't have FRx. FRx, to me anyway, is still the easiest way to accomplish this.
Kind regards,
Leslie
Dexter,
SLB is a good tool and can be used, another solution found is kb article 850664 that provides steps for how to modfiy report to export to excel
Other options available SRS, Excel Report Builder, FRX
support.microsoft.com/.../850644
Hope this helps
Cheers
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (