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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / cannot bookmark custom...
Small and medium business | Business Central, N...
Suggested answer

cannot bookmark customer payment receipt (report id 211)

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Posted on by Sam Cheong 344

i try to bookmark my report ID 211 but i cannot find the bookmark icon ? Any idea ?

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  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 408 on at
    RE: cannot bookmark customer payment receipt (report id 211)

    Hi,

    Can you search Customer Payment Receipt and found? 

    As per Microsoft Docs:

    Not all pages and reports can be bookmarked. When a page or report is run within some special context governed by the business application, the bookmark icon is not displayed. For example, pages that cannot be found in the Tell Me window but are launched from elsewhere will not display a bookmark icon. Similarly, report request pages that are only used to collect filters without running the report will not display a bookmark icon.

  • Terrance Morgan Profile Picture
    Terrance Morgan 515 on at
    RE: cannot bookmark customer payment receipt (report id 211)

    The posting date in the customer ledger entry table is already referring to when the entry was made. Entry - Document Type determines if it is for an invoice, or if it is for payment. So basically you do not need to edit the report at all since the caption should just be "Posting Date". If you only want it to be payments instead of invoices, then just filter the report by Document Type "Payment".

    Terrance | MS Dynamics 365 Admin

  • julietrose Profile Picture
    julietrose 9 on at
    cannot bookmark customer payment receipt (report id 211)
    I was able to personalize the customers list so it at least has a shortcut to this report at the top:
     
  • Suggested answer
    julietrose Profile Picture
    julietrose 9 on at
    cannot bookmark customer payment receipt (report id 211)
    I was able to personalize the customers list so it at least has a shortcut to this report at the top:

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