Account schedule layout

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Posted on by LucaK

Hi,

I have created an Account Schedule where I used monthly basis columns. As there are 12 columns + 2 (description, total) the overview is too wide to place it in 1 page even though landscape orientation is used. The problem that those columns which don't fit the first page, don't have the description column, thus it is quite hard to see which numbers relate to which line. Is it any way to decrease the width of the columns or break the table into 2-3 and freeze the first column which means the second and third table will have the description column?

Furthermore, is it possible to add borders to the layout so the table will be easier to read for the eyes?

Thanks in advance for your reply,

LucaK

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Anusorn 5 on at

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RE: Account schedule layout

You can modify Report layout by using custom Report RDLC. By hidden last row

in example i hightlight red color
Anita75 1,159 on at

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RE: Account schedule layout

Thanks Laeticia

Do you have any links to resources on customising excel export in AL? or is it a matter of opening the page in AL and work through the font etc.
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Community Member Microsoft Employee on at

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RE: Account schedule layout

Hi Anita,

To be able to export certain predefined formatting of numbers, colors, borders etc, it's necessary to customize the report in the application.

Otherwise, every time you export the report, you need to change in the Excel.

Hopefully, the information will help you move forward.
Anita75 1,159 on at

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RE: Account schedule layout

Hi Laeticia

Like the solution provided but one question I have is can you customise the excel output say format it with colours and font for say variances etc. So every time you send it to excel it uses a certain predefined formatting of number, colours, borders etc.
LucaK 15 on at

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RE: Account schedule layout

Hi Laeticia,

thanks for your quick response and the detailed solution path.

It is a great way to adjust it in excel, but in this case it would be great to customize in the application, as the plan was to schedule this report to send it out in evry first Monday in each month. Thus, opening up in excel and adjust it manually won't let us to make our plan. Thanks for letting me know that as a customer I need to request it from our partner.

Kind Regards,

LucaK
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TeddyH 12,868 Super User 2024 Season 1 on at

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RE: Account schedule layout

Your only standard option is to export it to excel and use the excel.

Otherwise, you need customize to increase the report layout size.
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Community Member Microsoft Employee on at

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RE: Account schedule layout

Hi Luca,

It should be a solution to "Sent the Report" to Excel and then you can "Freeze" in Excel the first column?

Please see the following steps, if it can be a solution for you:

Selected the option "Microsoft Excel Document"

The system will open the Report in Excel. Then you need to freeze the column that you want to repeat. Click in "Page Layout" --> Arrow --> Sheet

In the Field "Columns to repeat at left" selected the Description Column

You will have a similar result as showed bellow

Hope this can help you.

In case you do not want this solution, or you prefer to have it directly in the application, you will need to customize the report if you are a Partner. If you are a customer, please contact your partner.