web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
Posted on by Y_A 429

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 429 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

  • Suggested answer
    Steven Renders Profile Picture
    Steven Renders 5,682 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... 14,296 Super User 2026 Season 1 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 429 on at

    Thank you!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,117 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,092 Super User 2026 Season 1

#3
Dhiren Nagar Profile Picture

Dhiren Nagar 1,026 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans