Skip to main content
Dynamics 365 Community / Forums / Finance forum / Passing filter to Exce...
Answered

Passing filter to Excel Template

editSubscribe (0) ShareShare
ReportReport
Posted on by 7

Is there a way to pass applied filter(s) on the view grid to Excel Template? Example: I have filtered the view for open sales lines (to specific customer) but when I open Sales Line Integration Excel template it loads all open sales record ignoring my view grid filters/settings. Strangely enough, that simple export to Excel does take filters into consideration, but won't allow changes of course, where excel template won't.

Thanks in advance.
Alex