ExcelReports

First-party app · folder src/Apps/W1/ExcelReports/app · namespace Microsoft.Finance · BC29-30 · system finance · facts from the code pillar and the joins, nothing machine-written

What Learn documents it

The topic hubs whose Learn pages name this app’s pages and reports (a table counts through the pages on it), by the number of the app’s objects they document.

Built-in finance reports (Business functionality > Finance > Financial analytics): 7 objects
Fixed assets reports (Business functionality > Fixed assets > Fixed assets analytics): 3 objects
Built-in purchasing reports (Business functionality > Purchasing > Purchasing analytics): 2 objects
Built-in sales reports (Business functionality > Sales > Sales analytics): 2 objects
Accounting for costs (Business functionality > Finance): 1 object
Consolidate financial data from multiple companies (Business functionality > Finance > Multi-site and international organizations): 1 object
Finance (Analytics, business intelligence, and reporting > Built-in reports): 1 object
Financial analytics (Business functionality > Finance): 1 object

Objects

70 objects, by type.

Tables (4)

Id	Name	Caption
4401	EXR Aging Report Buffer	Aging Report Buffer
4402	EXR Trial Balance Buffer	Trial Balance Buffer
4404	EXR Top Vendor Report Buffer	Top Vendor Data
4405	EXR Top Customer Report Buffer	Top Customer Data

Page extensions (36)

Id	Name	Caption
4401	EXR Accountant Role Center
4402	EXT Bus. Manager Role Center
4403	EXT Company Detail
4405	EXRARRoleCenter
4406	EXRFinRoleCenter
4407	Fixed Asset List
4408	Business Unit List
4412	EXR Order Processor RC
4414	EXR Sales Invoice List
4415	EXR Sales Manager RC
4416	EXR Sales & Marketing Mgr. RC
4417	EXR Sales & Rel. Mgr. RC
4418	EXR Vendor List
4419	EXR Purchase Credit Memos
4420	EXR Purchasing Manager RC
4421	EXR Purchasing Agent RC
4422	EXR Fixed Asset Card
4423	EXR Accounting Manager RC
4425	EXR Accounting Periods
4426	EXR Bank Account List
4427	EXR Chart of Accounts
4428	EXR Currency Card
4429	EXR General Journal Batches
4430	EXR G/L Account Card
4431	EXR G/L Account List
4432	EXR G/L Registers
4433	EXR Budget
4434	EXR G/L Budget Names
4435	EXR Reminder
4436	EXR Acc. Rec. Admin RC
4437	EXR Acc. Pay. Coordinator RC
4438	EXR Customer List
4439	EXR CEO and President RC
4440	EXR Small Business Owner RC
4441	EXR Sales Credit Memos
4442	EXR Bookkeeper RC

Reports (12)

Id	Name	Caption
4402	EXR Aged Accounts Rec Excel	Aged Accounts Receivable (Excel)
4403	EXR Aged Acc Payable Excel	Aged Accounts Payable (Excel)
4404	EXR Vendor Top List	Vendor - Top List (Excel)
4405	EXR Trial Balance Excel	Trial Balance (Excel)
4406	EXR Trial BalanceBudgetExcel	Trial Balance/Budget (Excel)
4407	EXR Trial Bal. Prev Year Excel	Trial Balance/Previous Year (Excel)
4408	EXR Trial Bal by Period Excel	Trial Balance by Period (Excel)
4409	EXR Customer Top List	Customer - Top List (Excel)
4410	EXR Consolidated Trial Balance	Consolidated Trial Balance (Excel)
4411	EXR Fixed Asset Details Excel	Fixed Asset Details (Excel)
4412	EXR Fixed Asset Analysis Excel	Fixed Asset Analysis (Excel)
4413	EXR Fixed Asset Projected	Fixed Asset Projected Value (Excel)

Codeunits (5)

Id	Name	Caption
4404	EXT Top Vendor Caption Handler
4405	EXT Top Cust. Caption Handler
4406	EXT Aged Acc. Caption Handler
4410	Trial Balance
4412	Excel Reports Telemetry

Queries (7)

Id	Name	Caption
4401	EXR Top Vendor Balance	Top Vendor Balance
4402	EXR Top Vendor Purchase	Top Vendor Purchase
4403	EXR Top Customer Balance	Top Customer Balance
4404	EXR Top Customer Sales	Top Customer Sale
4405	EXR Trial Balance
4406	EXR Trial Balance Budget
4407	EXR Trial Balance BU

Permission sets (1)

Id	Name	Caption
4401	Excel Reports - Objects

Permission set extensions (5)

Id	Name	Caption
4400	D365 BASIC ISV - FE Reports
4401	D365 BUS FULL ACCESS - FE Reports
4402	D365 BUS PREMIUM - FE Reports
4403	D365 FULL ACCESS - FE Reports
4404	D365 READ - FE Reports

Source: src/Apps/W1/ExcelReports/app; objects from data/code/, hubs from data/index/docs-objects.json through the object pages.