Excel Report Builder

2026/04/07 • 3 min. to read

In this topic

Navigation
Permission Sets
System Requirements & Limits
Comparison with Business Central Standard and NC Cube
Installation Notes
Related information

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. NAVAX Excel 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.
NCE, EDIT	Excel Report Builder Edit You need these permissions to edit Excel Evaluations. For more information, see Edit Evaluations, General, Edit Excel Evaluation.
NCE, SETUP	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.