SmartLists have a big green Excel button that makes the idea of exporting a SmartList to Excel ridiculously obvious. But what about Navigation Lists? Navigation Lists can be exported to Excel too, it’s just not as obvious.
To export a Navigation List to Excel:
- Pick Financial on the Navigation Pane
- Pick Accounts from the list on the upper left
- Check the white box on the header next to account number to select all accounts
- Select Go To | Send to Excel from the ribbon on the right.
Even better, late last week, Patrick Roth debuted a new Dex.ini switch which dramatically speeds up the export to Excel process from Navigation Lists. All you have to do is add the following line to your Dex.ini file.
ListsFastExcelExport=TRUE
I expect David Musgrave to eventually incorporate these switches in the way cool Support Debugging Tool but until that happens, this method works just fine.
