Each Microsoft Dynamics 365 Business Central solution contains valuable information that can be used for strategic decisions.
With Excel Report Builder you get an Excel-based reporting tool that allows you to prepare and analyze this existing data material quickly and easily. From simple evaluations to cross-company evaluations with multiple worksheets, Excel Formulas, PivotTables and PivotCharts - Excel Report Builder offers you a wide range of options.
Excel Report Builder requires no special software. The Excel evaluations are created and executed directly in your familiar Dynamics 365 Business Central working environment. However, in order for a user to open and view a created Excel workbook, a corresponding program must be installed. Basically Microsoft Excel is recommended, but you can also use OpenOffice, Office on an Android, iPhone or iPad.
The Download Area provides a selection of free evaluations that you can download and use. It is also possible to import existing Analyses from the analysis mode of a page in order to create evaluations from them.
Navigation
Excel Report Builder is integrated into the Accountant and Accounting Manager roles, but can be accessed from any role via the Search function.
For more information, see General, Role Center Integration.
The search terms "excelreportbuilder", "nvxerb", "ncerb" and "navax" are recognized by "Tell me what you want to do".
Note
The Excel Report Builder was developed with the prefix NCE resp. NVXE.
NCE resp. NVXE stands for NAVAX Consulting resp. NAVAXExcel Report Builder.
Permission Sets
The following permission sets are available for the Excel Report Builder:
Name
Description
NCE, MY EVALUATIONS
Excel Report Builder My Eval.
You need these permissions to execute Excel Evaluations via My Excel Report Builder Evaluations.
For more information, see Execute Evaluations, My Excel Evaluations.
Excel Report Builder Setup
You need these permissions to set up the Excel Report Builder.
For more information, see Setup, Excel Report Builder Setup.
NCE, API
Excel Report Builder API
If Excel Evaluations are also to be executed via the API, this permission set must be added to the Microsoft Entra Application or, in the case of an on-premises installation, to the API user.
For more information, see Information for Developers, API.
General, Role Center Integration The Excel Report Builder is integrated into the Accountant and Accounting Manager roles and expands them with the Excel Report Builder menu item...
Setup, Excel Report Builder Setup In the Excel Report Builder Setup page the general settings and defaults for the Excel Report Builder are defined...
Execute Evaluations, My Excel Evaluations In the My Excel Report Builder Evaluations page you can arrange and manage your personal list of Excel Evaluations that you are allowed to execute...
Information for Developers, API Evaluations can also be generated externally via an API using the Excel Report Builder. The created Excel file is returned in Base64 format. For an evaluation to be visible in the API and to be executed via the API, the Allow API Access field must be specified on the Excel Evaluation Card...
Appendix, System Requirements & Limits To execute an evaluation or create an Excel workbook, Excel is not required and therefore does not need to be installed...
Excel Report Builder
