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Account Schedule report layout customisation

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ReportReport
Posted on by Royce Lithgo

The report generated from an Account Schedule has some layout issues.

  • It always defaults to Landscape orientation even when the report data easily fits on Portrait.
  • It uses a tiny font size - looks like 7 point. 
  • There is far too much vertical spacing between rows.
  • It takes up too many pages when printed.
  • Headings aren't formatted nicely

Is it possible to customise this report? 

The workaround is to output to Excel and format manually. But that is far too much work. Our current in-house finance system has far nicer reports than NAV.

ps. I am not asking how to setup an Account Schedule. I am asking how to customise the print layout of Account Schedules.

Categories:
Financial Management
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,395 Super User 2024 Season 2 on at
    RE: Account Schedule report layout customisation

    Hi, hope the following helps.

    How to: Create and Modify a Custom Report or Document Layout

    https://docs.microsoft.com/en-us/dynamics-nav-app/ui-how-create-custom-report-layout

    Thanks.

    ZHU

  • JPB 2022 Profile Picture
    JPB 2022 140 on at
    RE: Account Schedule report layout customisation

    Hello, I have the same situacion.. How do you access to the layout? how do you change it?

    If you could explain to me will be very helpfull.!! i am playing with the system but not good luck..

  • Royce Lithgo Profile Picture
    Royce Lithgo on at
    RE: Account Schedule report layout customisation

    Many thanks for your assistance. I have taken a look at the Report layout and can now see that I will be able to make all the layout changes that we require.

  • Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Account Schedule report layout customisation

    Yes

  • Royce Lithgo Profile Picture
    Royce Lithgo on at
    RE: Account Schedule report layout customisation

    Are you referring to Report 25 Account Schedule?

  • Suggested answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Account Schedule report layout customisation

    You need to take help of developer/partner to modify the report as per your requirement.

  • Royce Lithgo Profile Picture
    Royce Lithgo on at
    RE: Account Schedule report layout customisation

    How do you accomplish that?

  • Verified answer
    Amol Salvi Profile Picture
    Amol Salvi 18,694 on at
    RE: Account Schedule report layout customisation

    You can customized the report according to your requirement.

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