Use Excel to design layouts for reports

Enabled for Public preview General availability
Users, automatically Apr 1, 2022 Apr 1, 2022

Business value

Users can now use Excel to create and edit layouts for reports.

Feature details

Excel layouts work the same way as Word and RDLC layouts in that they can be edited and saved back again into Business Central.

With Excel layouts for Business Central reports, users can now create and edit report layouts simply by using the full palette of capabilities in Excel such as sliders, diagrams, charts, and pivot tables.

To create an Excel layout from scratch, open the report request page, and then run the report with the option Excel document (data only). The report generates an Excel file with sample data and the fields that are available in the report definition. Then you add your layout to additional tabs in the Excel file. To test the layout, simply import it as a custom layout in Business Central. After the system has validated that the layout is valid for use, you can now go to the request page and run the report with your new layout.

See also

Creating an Excel Layout Report (docs)