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I am able to create and run reports just fine using Account Schedules.
However, I notice we also have a "Reports" area on the main screen under "Actions".
The "Financial Statements" work fine.
The "Excel Reports" do not. I would think this would just be the excel version of the Financial Statements, but when I run any of the statements, this seems to require a data connection, and there is not one set up.
How do I connect the data so I can utilize these excel reports?
Here's where I'm running the Excel Reports:
And here's what I get for the Balance Sheet - no data - I assume due to no connection:
Hello,
If you do not get further traction from the community, feel free to raise this issue to Microsoft via your partner or CSP.
Thanks.
Moved from Dynamics 365 Finance Forum to Dynamics 365 Business Central Forum.
More info on this - when I look at the second tab in the workbook, I see data, basically the chart of accounts with balances, so data is definitely coming through, it's just not populating the first tab, which is the actual report. When I click on the Microsoft Dynamics data connector, I see there is a connection...so I just don't understand why the report doesn't have data:
Here's the excelTemplateTrialBalance report:
A little more info - On the 2nd tab of the workbook, there is data, in a table...when I run the Exceltemplatetrialbalance report, I get basically just the chart of accounts with the current balances. So data is coming through, it's just not populating the report on the first tab.
Any ideas as to why this would be blank?:
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