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

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Daily open order report

(0) ShareShare
ReportReport
Posted on by 20

Hey there, this may be way too much ask but, I need help with my daily open sales order report. I have a pretty basic grasp of excel and have only been using NAV for a few days.

I'm not having any problems exporting the data into excel or putting together my report. I'm wondering if there is a way to to combine the new data with the existing report. (I think I figured out how to do that it just deletes the colors I put in to indicate the status. Not a huge deal) what I really need to know is if there is a way to get delivered sales orders to fall off after a few days to reduce clutter. 

I realize this is a giant ask. Any help at all would be greatly appreciated.

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    on at

    Hello,

    Would PowerBi report give you the report you need? You can embed these into NAV /BC.

    Thanks.

  • Suggested answer
    JAngle Profile Picture
    133 on at

    To save manipulation of excel files you could use the ability to create saved views. Add filters for the required fields and then save it. If you have to present it to others in an offline format create a web service for the sales order list page which you can then consume in excel or power bi

    docs.microsoft.com/.../across-how-use-financials-data-source-powerbi

    www.eonesolutions.com/.../

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,066

#2
YUN ZHU Profile Picture

YUN ZHU 658 Super User 2025 Season 2

#3
Sumit Singh Profile Picture

Sumit Singh 595

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans