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 :
Small and medium business | Business Central, N...
Suggested Answer

Using the ' update excel template with data' function

(1) ShareShare
ReportReport
Posted on by 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?
 
  • Suggested answer
    YUN ZHU Profile Picture
    103,829 Super User 2026 Season 2 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

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 728 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 545 Super User 2026 Season 2

#3
AndrewThomas81 Profile Picture

AndrewThomas81 328 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans