Dynamics 365 Business Central AS 101 Lesson 13: Printing Account Schedules
You’ve got a few options to get account schedules out of Dynamics 365 Business Central. You can print them, export them to Microsoft Excel, or you can even simply copy and paste the results out of Business Central and into Excel.
I generally recommend companies choose to use the export to Microsoft Excel function because it allows maximum efficiency with maximum flexibility to produce their financial statements. We’ll go over that in the next post in this series.
If you just need a quick dump to Excel so you can play with the numbers a bit, you can simply select all the rows you have on-screen, right-click and copy, and then right-click and paste into Excel. Be warned that you can only copy what’s actually showing on the screen, so if everything is not showing, you’ve got to rearrange your screen a bit to make this work well.
In addition, you can choose to produce your financial reports using XBRL, but I’m not going to consider that an end-user friendly function for the purposes of this post. See your partner to help you get set up if your company wants to do that.
This posting is part of the Dynamics 365 Business Central Account Schedules 101 series. Find the entire list of lessons here.