Export guide · Business Central
What to export from Business Central
Five lists from Business Central, as CSV or Excel, are enough for the health check and the order plan. Here is where each one lives and how to export it.
The five lists, and where to find them
Export these lists as CSV or Excel, as far back as your ERP allows (two years of sales is best):
Items, with their cost, unit and supplier.
Where · The Items page.
Stock on hand by branch, with the minimum and maximum if you use them.
Where · Stockkeeping Units, one line per item and location.
Sales lines (or the item ledger’s sales entries), with date, branch and quantity.
Where · Item Ledger Entries filtered on the Sale entry type, or the posted sales invoice lines.
Purchase order lines and receipts, with the dates.
Where · Purchase Lines for open orders, and the posted purchase receipt lines for what was received.
Suppliers, with their usual lead time.
Where · Vendors, and the Item Vendor Catalog for each item’s vendor and lead time.
How to export
In Business Central, open each list (Items, Stockkeeping Units, Item Ledger Entries, Vendors) and use Open in Excel.
Filter each page before you export it, for example to the last two years of posting dates, so the workbook stays a manageable size.
- Column names in English or French both work: you rename nothing.
- Report footers and totals are left out by our reader; nothing is parsed in your browser.
Send your exports for a free health check
We read them, ask you what the data cannot tell us, and send back a report of the stock you could return, sell down or stop buying, each figure as a range.
Get your free health check