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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Using the ' update exc...
Small and medium business | Business Central, N...
Suggested Answer

Using the ' update excel template with data' function

(1) ShareShare
ReportReport
Posted on by CU29101917-0 76
In financial reporting, when I open a report in excel, I then want to customize it to my own format such as change font, column width, highlighted text etc. I want to use this format as the 'standard format' for all reports. 
In order to use this standard format, I click on 'update excel template with data'. However, after doin that, it still exports data in original format with none of the new changes I had made.
 
How can I have BC export these reports  in my own standard format?
 
I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 100,212 Super User 2026 Season 1 on at
    Hi, as far as I know, this only affects the formatting outside of the generated data. For example, in the example below, the formatting is reset when there is data in the second re-export.
     
    Hopefully other experts can give you better advice.
     
    Thanks
    ZHU

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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,012 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 986 Super User 2026 Season 1

#3
Teagen Boll Profile Picture

Teagen Boll 659 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans