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

How Do You Know Which Report Layout to Modify?

(0) Share

Report

Posted on by john.ellis

3,482

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

Categories:

Business Central

All responses (4)

Answers (0)

Suggested answer

YUN ZHU 73,171 Super User 2024 Season 2 on at

Like (0)

Report

RE: How Do You Know Which Report Layout to Modify?

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

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

Hope this helps.

Thansk.

ZHU
john.ellis 3,482 on at

Like (0)

Report

RE: How Do You Know Which Report Layout to Modify?

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
Suggested answer

YUN ZHU 73,171 Super User 2024 Season 2 on at

Like (0)

Report

RE: How Do You Know Which Report Layout to Modify?

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
Suggested answer

Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

Like (0)

Report

RE: How Do You Know Which Report Layout to Modify?

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: