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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / SaaS :: Hide Standard ...
Small and medium business | Business Central, N...
Answered

SaaS :: Hide Standard Reports from menu

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Posted on by Y_A 395

Hi all, 

We have a client (BC SaaS) for which a standard report is not good enough and needed to be customized - so we created a new report. Question is - now, is it possible to hide the standard report from the menu/search or that can only be done via permissions? 

Thanks in advance!

I have the same question (0)
  • Suggested answer
    Renni Profile Picture
    Renni 960 on at

    Set the one required on the report selection page.

    This then runs the required report 

    1. Choose the pastedimage1595934001199v1.png icon, enter Report Layout Selection, and then choose the related link.
      The Report Layout Selection page lists all the reports that are available for the company that is specified in the Company field at the top of the page. The Selected Layout field specifies the layout that is currently used on the report.
    2. Set the Company field at the top of the page to the company that includes the report.
    3. To change the layout that is used by a report, on the row for the report, set the Selected Layout field to one of the following options:
      • RDLC (built-in), uses the built-in RDLC report layout on the report.
      • Word (built-in), uses the built-in Word report layout on the report.
      • Custom, uses a custom layout on the report.
  • Y_A Profile Picture
    Y_A 395 on at

    Hi, thanks for the above - this would work if the dataset was the same but in our case, we needed to extend the dataset too hence why we had to create a new one entirely. Any other suggestions, maybe?  

    Thanks!

  • Suggested answer
    Renni Profile Picture
    Renni 960 on at

    if you deploy the reports via an extension to the environment you should be able to select them using the report layout - sales (or the correct one from the list depending on the report).

    pastedimage1595942963956v1.png

    You will then be able to select the report to change and select the new report ID to use in the system

    Snip-5.PNG

  • Verified answer
    Steven Renders Profile Picture
    Steven Renders 5,672 Moderator on at

    You don't need  to, instead you can substitute (replace) the old report with the new one, using an event:

    https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-substituting-reports

  • Verified answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

    Use ReportManagement codeunit to substitute the report when the user runs the standard report.

    Check below link for detail.

    thatnavguy.wordpress.com/.../

  • Y_A Profile Picture
    Y_A 395 on at

    Thank you!

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