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How Do You Know Which Report Layout to Modify?

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Posted on by john.ellis

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Hi:

If you review the screenshot below, you will see several iterations of the Sales Shipment report.

If you want to modify this report, how do you know which layout to use?

Thanks!

John

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Dynamics 365 Business Central

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IB-29041624-0 1,191 Moderator on at

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Further to the right there should be a more descriptive text around the layout and it should also tell you what type of layout it is.

That you give you some hints.

Normally you would like to customize the word layout unless you are knowledgeable of rdlc layouts.

This is from the custom report layout page:

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YUN ZHU 102,843 Super User 2026 Season 2 on at

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Hi, the general way is to try to print all layouts and give the client confirmation.
Basically, when deploying ERP, the modification of the layout is inevitable. If customization is required, it should be customized on this basis.

PS: Sales - Invoice is even more. . . .

Hope this helps.

Thanks.

ZHU

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john.ellis 3,530 on at

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Thanks, Inge! Unfortunately, in the case of this one report, there is not much more information.

But, yes, I would prefer to tackle a Word layout no matter what the report is.

So, how do you "tell" Business Central that the modified Word doc is to be used, after you have finished modifying it?

John

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YUN ZHU 102,843 Super User 2026 Season 2 on at

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Hi, just set it as the default on the Report Layouts page.

More details: https://yzhums.com/24351/

Hope this helps.

Thansk.

ZHU

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