Saving a Microsoft Dynamics NAV Report in HTML and Opening in Excel

I know that most of you would like to be able to save a Dynamics NAV report in HTML and then open it in Excel.  A client of mine showed me this trick to make it work.

First view the report in ‘Print/Preview’ mode:

Figure 1: A screenshot of a Microsoft Dynamics NAV report in “Print/Preview” mode

Figure 2: Saving the report as an HTML file

Figure 3: Report saved as an HTML file

Then open the HTML file with Excel.

Figure 4: Opening the report HTML file

When it is opened in Excel, the report isn’t very useful.

Figure 5: Opening the HTML report in Excel - it isn't very useful at this point

Now save the Excel file again as .CSV file.

Figure 6: Saving the HTML file from Excel as a .CSV file

Then open the .CSV file with Excel, and it is ready to use.

Figure 7: Opening the .CSV file in Excel

Figure 8: The new .CSV file with the report in Excel, ready to use

You can then sort to get column and report headings together and delete them.

For more information on this or any other Dynamics NAV topic, please contact ArcherPoint.

Read more blogs by Bob Bergman for practical advice on using Microsoft Dynamics NAV.