Skip to main content

NAV 2013 & NAV 2013 R2 - Save Export to Excel

Hi all,

In Last post we had seen how to use export to Excel Reports in NAV 2013.

The Next question asked to me is with older version with some code we used to able to save the Report at a specified path instead of opening it. Is it possible with NAV 2013 and later?

So here it is, we can again create some functions in excel buffer and save the excel files.

This article Applies to Microsoft Dynamics NAV 2013 & NAV 2013 R2. Attached Screens are from NAV 2013 R2.



1. I created a New Field in Table 409 SMTP Mail Setup for Specifying the Path.

2. Added the Field on Page 409 SMTP Mail Setup as shown below.

Changes in Table 370 Excel Buffer -

1. Created Two Functions CreateBookAndSaveExcel & SaveExcel.

2. Function CreateBookAndSaveExcel Definition- 
 * Copy of CreateBookandOpenExcel with some code changed.


3. Function SaveExcel Definition -

IF OpenUsingDocumentService('') THEN

IF NOT PreOpenExcel THEN

FileNameClient := FileManagement.DownloadTempFile(FileNameServer);
FileNameClient := FileManagement.MoveAndRenameClientFile(FileNameClient,'Book1.xlsx',SmtpSetup."Save Excel Report");

Variables in Function Save Excel-

Name DataType         Subtype
FileNameClient Text
SmtpSetup  Record SMTP Mail Setup

Changes in Report 120 Aged Accounts Receivable -

In Function CreateExcelbook New Function call (save Instead of Open)

When i Run the Report it will get saved in D Drive (path Specified in SMTP Setup).

Changes have been done on four objects. Objects can be downloaded from -

Dynamics User Group NAV For 2013 and  Dynamics User Group NAV For 2013 R2

or my Skydrive. There are two files one for NAV 2013 and one for NAV 2013 R2.

NAV 2013 File Name  - NAV 2013_Save to Excel
NAV 2013 R2 File Name - NAV 2013 R2 _ Save to Excel

You can also make it more generic by passing File Name from the Report Itself.

Saurav Dhyani


  1. Microsoft Dynamics NAV

    A call to Microsoft.Dynamics.Nav.OpenXml.Spreadsheet.WorkbookWriter.Create failed with this message: Access to the path 'C:\ProgramData\Microsoft\Microsoft Dynamics NAV\90\Server\MicrosoftDynamicsNavServer$DynamicsNAV90\users\default\DESKTOP-UNIKUL1\RAKSHITH UNIKUL\TEMP\__TEMP__2964166186264430ae9bd5c3dcdcc553.tmp.xlsx' is denied.

    Hi all I follow each and every step but this type of error occur.
    Can you please help me to resolve this issue.

    1. Make sure that service account (account used to run services), have write permission to folder - C:\ProgramData\Microsoft\Microsoft Dynamics NAV\90\


Post a Comment

Popular posts from this blog

VIEW SERVER STATE permission on SQL Server?

Hi all, Sometime While trying to Login into a database we face an error message as shown below. --------------------------- Microsoft Dynamics NAV Classic --------------------------- You cannot start Microsoft Dynamics NAV Classic because you do not have the VIEW SERVER STATE permission on SQL Server. Contact your system administrator. --------------------------- OK    ---------------------------

NAV 2013 R2 - Cumulative update 12 Released.

Hi all, Please find below the details of  Cumulative Update 12 released for Microsoft Dynamics NAV 2013 R2. Title - Cumulative Update 12 for Microsoft Dynamics NAV 2013 R2 Build No. - 38053 Release Date - October, 2014 Local Version Included - AU, AT, BE, CH, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, SE, UK, RU Download Link Note: Implementing this cumulative update will require a database conversion unless you have already implemented update rollup 5.

NAV 2013 Upgrade Part III - Data Upgrading.

Hi all, As per agenda we need to discuss the data upgrade in NAV 2013. The process is similar to what used to be till NAV 2009 R2 but with some changes. Let's start the process. Remember -  1) You can only upgrade a database to NAV 2013 from NAV 2009 SP1 / R2 SQL Only. 2) The Synchronization of users with SQL Server is no more required.