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.
In the Accountant role and in the Accounting Manager role, the list is also integrated as a Role Center list.
Evaluations can be added to the list via the Add action.
Fields
Evaluation Code
Specifies the code of the evaluation.
Description
Specifies the description of the evaluation.
Comments
Displays the first comment line if there are comments for the evaluation. Click on the field to view all comments.
Executes the evaluation, saves the Excel workbook in your Business Central folder in OneDrive and opens it in a new window so you can manage or share the file.
The action is only available if OneDrive is available.
For more information, see Execute Evaluations, Execute Excel Evaluation.
Share
Executes the evaluation, saves the Excel workbook in your Business Central folder in OneDrive and shares the file. You can also see who it's already shared with.
The action is only available if OneDrive is available.
For more information, see Execute Evaluations, Execute Excel Evaluation.
Inserts selected evaluations after the current position.
The evaluation can be selected via a page that displays all Excel Evaluations that you are allowed to execute and that are not yet included in your list.
Up / Down
The position or the order of the evaluations can be changed with Up and Down.
My Excel Evaluations
In the Accountant role and in the Accounting Manager role, the list is also integrated as a Role Center list.
Evaluations can be added to the list via the Add action.
