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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Default Report Layout ...
Small and medium business | Business Central, N...
Answered

Default Report Layout for a company

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Posted on by Kae 150

I wanted to set up the custom layout I created as a default report layout for the entire company. I set the "custom layout" in the Report Layout Selection but it didn't work whenever I run a test report in the invoice I'm still getting the system default layout.  Attached is my setting for the 1306  report layout. 

pastedimage1610469361799v1.png

I hope someone can help. Thank you so much.

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
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  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    The layout might say “copy of” because it does that as standard but have you changed it to be different as well? Otherwise it will jus look like the default. Are you using report 1306 in the report selections -sales page? That is the setting which decides which report gets used and then the one you have identified for how that should look.

  • Kae Profile Picture
    Kae 150 on at

    Hi Josh, yes for the report selection-sales pastedimage1610472292266v1.png

    Just now, I changed the name of the layout - still the same.

  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    Override being at customer or vendor level. Do you have custom layouts set there? On the customer card there is a button called document layouts.

  • Kae Profile Picture
    Kae 150 on at

    Thanks Josh. But no layouts set there. I figured this part out already. All good. Thank you for always being a great help!

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