Skip to content
+1-888-319-3663

EONE BLOG

Tech Tuesday: Excel Report Builder and Office 365


Excel Report Builder and Office 365 interact a little bit differently than a local installation of Office or SharePoint.

Excel Report Builder and Office 365 SharePoint

Currently, Excel Report Builder will not publish directly to a SharePoint site on Office 365.

You can publish them locally and upload them to the SharePoint library. You can also sync the local folder and the SharePoint library so they automatically upload. It currently will not automatically publish there though.

We are actively working on trying to change this but don’t have a timeline for the change.  The publishing will work to SharePoint on premise though, the SharePoint version shouldn’t matter. The difference is the layers of the authentication process that happens with the Office 365 options.


Excel Report Builder and Office 365 Excel

The Excel Reports, whether they are the default ones published from within the Reporting Tools Setup window in GP or from Excel Report Builder will not work with the online Office 365 version of Excel. You need to have downloaded and installed Excel on the local machine and then just have it licensed through your Office 365 account for the data connection process to work with an Office 365 license.

Have further questions regarding SmartList Builder’s Excel Report Builder feature? Reach out to us at sales@eonesolutions.com!

1 Comment

  1. Patrick on April 16, 2019 at 6:16 pm

    Hi there,
    Checking back on this article,m wondering id publishing to O365 (sharepoint/teams) has been sorted out or is possible yet?

    thanks!

Leave a Comment





RECENT POSTS


Happy Thanksgiving! - eOne's US Offices Closed November 24 & 25
Recording Now Available! - 2022 Q4 Partner All Hands Call
The Query Builder: Queries for the Non-Developer in D365 Business Central - Recording Now Available!
2023 eOne SmartConnect & Popdock Bootcamps
The 12 Days of Accessing Your Historical Data!

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder

CATEGORIES

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.