Using the Export to Excel function is the single most important time-saver when using Dynamics 365 Business Central account schedules because once you create your first Excel workbook and set all the formatting you’ve created a “shell” that never needs to be set up or changed again. Each month, when you produce your reports for the next fiscal cycle, all you need to do is update that month’s numbers. Not only does this save you a huge amount of time, but your reports also look consistently the same month after month.
This post has a video demonstration showing to use the export to Excel function to set up a template and update it using the Excel export from Dynamics 365 Business Central.
This posting is part of the Dynamics 365 Business Central Account Schedules 101 series. Find the entire list of lessons here.