Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Unanswered

Selecting User Defined Report Layout for Customer Document Layout

Posted on by 3,812

Please advise how to select User Defined Report Layout for Customer. So far I did following.

1)  Added User Defined "Word" Layout for Sales Quote in the "Report Layouts" Page

pastedimage1686784915189v2.png

2) I can add that report in the Report Layout Selection Page.

pastedimage1686785031679v4.png

3) However in the Customer Card, it only shows the Custom Report Layouts (Legacy). How can I select the User-defined format from above "Report Layouts" Page?

Thanks in Advance

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans