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bb86236
Customer Top List - RDLC > Excel action replacement.
Apr 4, 2025
125a4da
Removed duplicate Customer Top List action from Finance Role Center.
Apr 4, 2025
2c3895d
Vendor Top List - RDLC > Excel action replacement.
Apr 4, 2025
37a2497
Vendor Top List - Removed duplicate reference in Finance Manager RC.
Apr 4, 2025
36488ae
Vendor action name standardisation
Apr 4, 2025
74b645f
Customer action name standardisation
Apr 4, 2025
abbc26a
Fixed Asset Details - RDLC > Excel action replacements.
Apr 4, 2025
dfd588f
Fixed Asset Analysis - RDLC > Excel action replacement.
Apr 7, 2025
2403f13
Fixed Asset Projected Value - RDLC > Excel action replacement.
Apr 7, 2025
2d4da58
Trial Balance - RDLC > Excel action replacement.
Apr 7, 2025
1371003
Fixed Asset Card - fixed object id.
Apr 7, 2025
22590b7
Trial Balance/Budget - RDLC > Excel action replacement.
Apr 9, 2025
660a2c2
Aged Accounts Receivable - RDLC > Excel action replacement.
Apr 11, 2025
bfbcb07
Aged Accounts Payable - RDLC > Excel action replacement.
Apr 11, 2025
e1b3b34
Removed copy pasted (Obsolete) in captions
Apr 11, 2025
c8381f8
Implementing namespaces and including copyright comments on all newly…
Apr 11, 2025
521cf9f
Implemented missed namespaces and copyright on Role Center page exten…
Apr 11, 2025
92e3c23
Added missing (Excel) component to several captions. Aligned RC actio…
Apr 15, 2025
9f7766a
Merge branch 'Yusheng-main' into deprecate-more-finance-rdlc-reports
Jul 9, 2025
1a60380
Finance Role Center reverted changed action name.
Jul 9, 2025
a3f8513
Update Apps/W1/ExcelReports/app/src/Customer/PageExtensions/CustomerL…
daniel-williams-fenwick Aug 6, 2025
e4ae4e5
Removed Excel action (Preview) captions.
Aug 6, 2025
c12c0bb
Changed addafter references that stop compiling for local builds.
Aug 7, 2025
f60760d
Removed report event subscribers unit no longer required based on dep…
Aug 7, 2025
a0cdb80
Renaming new page extensions with EXR prefix.
Aug 11, 2025
c14373b
Merge branch 'Yusheng-main' into deprecate-more-finance-rdlc-reports
Sep 17, 2025
7a64ed2
Replaced AddAfter instances against individual reports that don't exi…
Sep 18, 2025
d8294c3
Updated object id to avoid conflict.
Sep 22, 2025
edfa4f2
Updated app.json and fixed BookkeeperRC id conflict.
Sep 25, 2025
6c5f4c4
Fixed Small Business Owner RC and Sales Credit Memo page extension id…
Sep 25, 2025
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2 changes: 1 addition & 1 deletion Apps/W1/ExcelReports/app/app.json
Original file line number Diff line number Diff line change
Expand Up @@ -23,7 +23,7 @@
"idRanges": [
{
"from": 4400,
"to": 4420
"to": 4445
}
],
"target": "Cloud",
Expand Down
Original file line number Diff line number Diff line change
@@ -0,0 +1,38 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Sales.ExcelReports;

using Microsoft.Sales.Customer;
using Microsoft.Finance.ExcelReports;

pageextension 4438 "EXR Customer List" extends "Customer List"
{
actions
{
addafter("Customer Register")
{
action("Customer Top List - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Top List (Excel)';
Image = "Report";
RunObject = Report "EXR Customer Top List";
ToolTip = 'View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.';
}
}
addafter(ReportCustomerDetailedAging)
{
action("Aged Accounts Receivable - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Aged Accounts Receivable (Excel)';
Image = "Report";
RunObject = Report "EXR Aged Accounts Rec Excel";
ToolTip = 'View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,26 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Sales.ExcelReports;
using Microsoft.Sales.Reminder;
using Microsoft.Finance.ExcelReports;

pageextension 4435 "EXR Reminder" extends Reminder
{
actions
{
addafter("Customer - Detail Trial Bal.")
{
action("Aged Accounts Receivable - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Aged Accounts Receivable (Excel)';
Image = "Report";
RunObject = Report "EXR Aged Accounts Rec Excel";
ToolTip = 'View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,37 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Sales.ExcelReports;
using Microsoft.Sales.Document;
using Microsoft.Finance.ExcelReports;

pageextension 4441 "EXR Sales Credit Memos" extends "Sales Credit Memos"
{
actions
{
addfirst(SalesReports)
{
action("Customer Top List - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Top List (Excel)';
Image = "Report";
RunObject = Report "EXR Customer Top List";
ToolTip = 'View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.';
}
}
addafter("Customer - Detailed Aging")
{
action("Aged Accounts Receivable - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Aged Accounts Receivable (Excel)';
Image = "Report";
RunObject = Report "EXR Aged Accounts Rec Excel";
ToolTip = 'View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,37 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Sales.ExcelReports;
using Microsoft.Sales.Document;
using Microsoft.Finance.ExcelReports;

pageextension 4414 "EXR Sales Invoice List" extends "Sales Invoice List"
{
actions
{
addfirst(SalesReports)
{
action("Customer Top List - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Top List (Excel)';
Image = "Report";
RunObject = Report "EXR Customer Top List";
ToolTip = 'View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.';
}
}
addafter("Customer - Detailed Aging")
{
action("Aged Accounts Receivable - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Aged Accounts Receivable (Excel)';
Image = "Report";
RunObject = Report "EXR Aged Accounts Rec Excel";
ToolTip = 'View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
}
}
}
}
Original file line number Diff line number Diff line change
Expand Up @@ -7,6 +7,7 @@ namespace Microsoft.Finance.ExcelReports;

table 4401 "EXR Aging Report Buffer"
{
AllowInCustomizations = Never;
Caption = 'Aging Report Buffer';
DataClassification = CustomerContent;
TableType = Temporary;
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -11,6 +11,7 @@ using Microsoft.Finance.GeneralLedger.Setup;

table 4402 "EXR Trial Balance Buffer"
{
AllowInCustomizations = Never;
Caption = 'Trial Balance Buffer';
DataClassification = CustomerContent;
TableType = Temporary;
Expand Down
Original file line number Diff line number Diff line change
@@ -0,0 +1,25 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Finance.ExcelReports;
using Microsoft.Foundation.Period;

pageextension 4425 "EXR Accounting Periods" extends "Accounting Periods"
{
actions
{
addafter("Trial Balance by Period")
{
action("Trial Balance - Excel")
{
ApplicationArea = Suite;
Caption = 'Trial Balance (Excel)';
Image = "Report";
RunObject = Report "EXR Trial Balance Excel";
ToolTip = 'Show the chart of accounts with balances and net changes. You can use the report at the close of an accounting period or fiscal year.';
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,25 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Finance.ExcelReports;
using Microsoft.Bank.BankAccount;

pageextension 4426 "EXR Bank Account List" extends "Bank Account List"
{
actions
{
addafter("Receivables-Payables")
{
action("Trial Balance - Excel")
{
ApplicationArea = Suite;
Caption = 'Trial Balance (Excel)';
Image = "Report";
RunObject = Report "EXR Trial Balance Excel";
ToolTip = 'View a detailed trial balance for the selected bank account.';
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,31 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Finance.ExcelReports;
using Microsoft.Finance.Analysis;

pageextension 4433 "EXR Budget" extends Budget
{
actions
{
addfirst(ReportGroup)
{
action("Trial Balance/Budget - Excel")
{
ApplicationArea = Suite;
Caption = 'Trial Balance/Budget (Excel)';
Image = "Report";
RunObject = Report "EXR Trial BalanceBudgetExcel";
ToolTip = 'View budget details for the specified period.';
}
}
addafter(ReportBudget_Promoted)
{
actionref(TrialBalanceBudgetExcel_Promoted; "Trial Balance/Budget - Excel")
{
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,31 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Finance.ExcelReports;
using Microsoft.Finance.GeneralLedger.Account;

pageextension 4427 "EXR Chart of Accounts" extends "Chart of Accounts"
{
actions
{
addlast(reporting)
{
action("Trial Balance - Excel")
{
ApplicationArea = Basic, Suite;
Caption = 'Trial Balance (Excel)';
Image = "Report";
RunObject = Report "EXR Trial Balance Excel";
ToolTip = 'View the chart of accounts that have balances and net changes.';
}
}
addlast(Category_Report)
{
actionref(TrialBalanceExcel_Promoted; "Trial Balance - Excel")
{
}
}
}
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,53 @@
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.Finance.ExcelReports;
using Microsoft.Finance.Currency;

pageextension 4428 "EXR Currency Card" extends "Currency Card"
{
actions
{
addafter("Foreign Currency Balance")
{
action("Aged Accounts Receivable - Excel")
{
ApplicationArea = Suite;
Caption = 'Aged Accounts Receivable (Excel)';
Image = "Report";
RunObject = Report "EXR Aged Accounts Rec Excel";
ToolTip = 'View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
}
action("Aged Accounts Payable - Excel")
{
ApplicationArea = Suite;
Caption = 'Aged Accounts Payable (Excel)';
Image = "Report";
RunObject = Report "EXR Aged Acc Payable Excel";
ToolTip = 'View an overview of when your payables to vendors are due or overdue (divided into four periods). You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
}
action("Trial Balance - Excel")
{
ApplicationArea = Suite;
Caption = 'Trial Balance (Excel)';
Image = "Report";
RunObject = Report "EXR Trial Balance Excel";
ToolTip = 'View a detailed trial balance for selected currency.';
}
}
addafter("Foreign Currency Balance_Promoted")
{
actionref(AgedAccountsReceivableExcel_Promoted; "Aged Accounts Receivable - Excel")
{
}
actionref(AgedAccountsPayableExcel_Promoted; "Aged Accounts Payable - Excel")
{
}
actionref(TrialBalanceExcel_Promoted; "Trial Balance - Excel")
{
}
}
}
}
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