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Excel Report Builder

Build Excel reports directly within Microsoft Dynamics 365 Business Central.
Current Version: 24.2.4.0 as of Business Central 24. For older BC versions, downgrades are available.

Manual

Creation date: 2024/05/16
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NCE&L=

☰ Contents

General

Excel Report Builder
Role Center Integration

Setup

Excel Report Builder Setup
Excel Functions
Evaluation Groups
Blocked Tables

Edit Evaluations

General
- Edit Excel Evaluation
Data Sheets
- Data Sheet
- Sheet Settings
- Table Settings
- Date Filter IDs
- Field Settings
- Formulas
- Text Settings
Connected Sheets
- PivotTable
- PivotTable Field Settings
Other Sheets
- Text Sheet
- Information Sheet
Extended
- User Permissions
- User Assignments
- Copy, Export & Import
- Download Area
- Tips & Tricks

Execute Evaluations

My Excel Evaluations
Execute Excel Evaluation
Evaluation Filters
Archive Excel Evaluation
Evaluation Archive
Analyze Data in Excel

Information for Developers

Runnable Codeunits
Temporary Data Codeunits
Connector

Appendix

System Requirements & Limits
Import old NC Cube files
NAVAX License Management
Installation Notes
Release Notes

Docs / Excel Report Builder / General
Excel Report Builder

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Docs / Excel Report Builder / General
Role Center Integration

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Docs / Excel Report Builder / Setup
Excel Report Builder Setup

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Docs / Excel Report Builder / Setup
Excel Functions

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Docs / Excel Report Builder / Setup
Evaluation Groups

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Docs / Excel Report Builder / Setup
Blocked Tables

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Docs / Excel Report Builder / Edit Evaluations / General
Edit Excel Evaluation

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Data Sheet

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Sheet Settings

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Table Settings

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Date Filter IDs

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Field Settings

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Formulas

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Docs / Excel Report Builder / Edit Evaluations / Data Sheets
Text Settings

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Docs / Excel Report Builder / Edit Evaluations / Connected Sheets
PivotTable

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Docs / Excel Report Builder / Edit Evaluations / Connected Sheets
PivotTable Field Settings

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Docs / Excel Report Builder / Edit Evaluations / Other Sheets
Text Sheet

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Docs / Excel Report Builder / Edit Evaluations / Other Sheets
Information Sheet

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Docs / Excel Report Builder / Edit Evaluations / Extended
User Permissions

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Docs / Excel Report Builder / Edit Evaluations / Extended
User Assignments

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Docs / Excel Report Builder / Edit Evaluations / Extended
Copy, Export & Import

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Docs / Excel Report Builder / Edit Evaluations / Extended
Download Area

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Docs / Excel Report Builder / Edit Evaluations / Extended
Tips & Tricks

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Docs / Excel Report Builder / Execute Evaluations
My Excel Evaluations

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Docs / Excel Report Builder / Execute Evaluations
Execute Excel Evaluation

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Docs / Excel Report Builder / Execute Evaluations
Evaluation Filters

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Docs / Excel Report Builder / Execute Evaluations
Archive Excel Evaluation

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Docs / Excel Report Builder / Execute Evaluations
Evaluation Archive

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Docs / Excel Report Builder / Execute Evaluations
Analyze Data in Excel

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Docs / Excel Report Builder / Information for Developers
Runnable Codeunits

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Docs / Excel Report Builder / Information for Developers
Temporary Data Codeunits

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Docs / Excel Report Builder / Information for Developers
Connector

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Docs / Excel Report Builder / Appendix
System Requirements & Limits

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Docs / Excel Report Builder / Appendix
Import old NC Cube files

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Docs / Excel Report Builder / Appendix
NAVAX License Management

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Docs / Excel Report Builder / Appendix
Installation Notes

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Docs / Excel Report Builder / Appendix
Release Notes

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