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

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

How to export financial report through x++ for account level detail report

(0) ShareShare
ReportReport
Posted on by 30

Hi All,

I'm trying ro export the financial report through x++. I have referred to the post shared by Sukrut Parab on this but Im unable to export the report in excel or csv format.

My requirement is to export the exact same design which we get when we export the report from the front end but through x++. Also I need to export only the account level details report (2nd sheet from the excel with details view).

If anyone have achieved the similar requirement kindly guid. 

Thank you.

I have the same question (0)
  • Pranay Profile Picture
    30 on at
    RE: How to export financial report through x++ for account level detail report

    Hi Andre,

    I need to export the financial report through code in csv format. When we export the report from front end while exporting we have an parameter to select the account details which will creating a 2nd sheet in the excel with a main account details I need only that sheet to be export. The required is to export the report which would look exactly the same as we export it from the front end from the financial reporting form just need to do it through a bach job.

  • André Arnaud de Calavon Profile Picture
    297,611 Super User 2025 Season 2 on at
    RE: How to export financial report through x++ for account level detail report

    Hi Pranay,

    Can you be more precise about what exact report you want to export? What should be the target file format? What do you mean with "2nd sheet from the Excel"? Have you also considered data extraction to BYOD or Azure Data Lake and use Power BI for creating the report?

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…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 823 User Group Leader

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 673 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 491 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans