At times, it occurs with the issue of data import into Excel from standard/bespoke report while clicking the standard Microsoft Excel button on the application toolbar.
No worries breaking your heads investigating for alternative solutions like customization of menu painter or any other approach that could be time consuming, complex and/or risky.
When we encountered this problem with clients, a simple trick is established at Excel level just by applying a few settings.
Tip: Check the version of Microsoft Excel installed on your system. Is it Excel 2010, Excel 2007, or Excel 2003?
Case Excel 2010: create a new excel sheet.
Step 1: Click on FILE -> Click on OPTIONS at the bottom.
Step 2: Click on TRUST CENTER -> TRUST CENTER SETTINGS
Step 3: Select MACRO SETTINGS and Check the box beside “TRUST ACCESS TO THE VBA PROJECT OBJECT MODEL”.
Click OK.
After this try to execute the report and then select excel button to see the data in excel sheet.
Case Excel 2007: create a new excel sheet
Step 1: Click the OFFICE button on top -> Click EXCEL OPTIONS at the bottom.
Step 2: Click on TRUST CENTER -> TRUST CENTER SETTINGS
Follow the excel options pop up as shown in the screen of step2 corresponding to case excel 2010.
Step 3: Select MACRO SETTINGS and Check the box beside “TRUST ACCESS TO THE VBA PROJECT OBJECT MODEL”.
Click OK.
Trust centre Pop up appears as shown in the screen of step3 corresponding to case excel 2010.
After this try to execute the report and then select excel button to see the data in excel sheet.
Case Excel 2003 installed, then follow below steps
Step 1: Create a new Excel 2003 file and then Go to TOOLS -> MACRO -> SECURITY
Step 2: Under SECURITY LEVEL tab, make sure level is set to “MEDIUM”.
Step 3: Under Trusted Sources tab: Check the box beside “TRUST ACCESS TO VISUAL BASIC PROJECT”.
After this try to execute the report and then select excel button to see the data in excel sheet.
You can even cross check repeatedly by removing the checks and re-applying it.