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Default Report Format

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Posted on by Gerardo

Is there any way to edit the format of the reports? font type, size of the letter and to add more than 100 characters.

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Rahul Mohta 21,032 on at

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Could explore business document feature

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/custom-designs-business-docs#customize-a-business-document

OR build a custom report by copyign existing report

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Ajit 8,755 on at

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Yes you can, if you are talking about standard reports then you would have to create a copy of the used design and modify that using control properties.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Gerardo,

If your question is about a setup to control the font for all reports at once, then this is not available. It needs to be changed using a development effort.

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Navneeth Nagrajan 2,438 Super User 2025 Season 2 on at

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Hello Gerardo,

To edit the format of the reports, the first step is to create a duplicate copy of the report and modify the report (page size, font). In case of a custom report, you will have to build the entire report layout from scratch. Also, be careful about the .pdf extracts while setting the page layout. Suggestion is to run the report first and extract it to a pdf file and check, if the layout (horizontal and vertical layout) is fine.

As André mentioned, if your question is about editing all the report formats at one shot, then that's not possible. You will have to edit each of these reports manually.

Thanks,
Navneeth Nagrajan | Dynamics 365 Technical Consultant

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