How to Export data to Excel from a List View

One of the many features of NAV is the automated integration with Excel. All users can benefit from this feature when needing a set of data in Excel for either analysis or review. To begin making use of this functionality, navigate to any list view in NAV. For this example, we will Navigate to the Customer List.

Click on Departments >> Financial Management >> Receivables >> Customers

In our example, we want to export the complete list of Customers based on the List View defined within my log-in to NAV.

The export click on Actions >> Send To >> Microsoft Excel

Please note that you must have Excel installed on your workstation for the application export to function properly.

 

During the export process, Microsoft Excel will automatically open to the spreadsheet created with the data from the Customer List.

The data can now be reviewed independently of NAV.

February 10, 2013