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Small and medium business | Business Central, N...
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Default reports

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ReportReport
Posted on by 15

Hello,

I am trying to make one of my custom reports the default report. I am not sure how to do this. I am no the custom reports layout screen and I do not see anything.

Thanks

I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    1,189 Moderator on at

    What kind of report are you working on?

    If it is a sales document you have to go to report selection sales to make it the default report. You also have a report selection purchase for purchase documents.

  • lucaspayton Profile Picture
    15 on at

    I have to do it for purchase orders and sales orders.

  • Suggested answer
    Robyn2018 Profile Picture
    Most Valuable Professional on at

    Hello Lucas,

    You can see my video tutorial in youtube (it is in Spanish but you can understand it) to see how to use the customized reports and assign it to one customer or for all customers:

    www.youtube.com/watch

    I hope it could help you

    Roberto Corella

  • Suggested answer
    IB-29041624-0 Profile Picture
    1,189 Moderator on at
    [quote user="lucaspayton"]

    Hello,

    I am trying to make one of my custom reports the default report. I am not sure how to do this. I am no the custom reports layout screen and I do not see anything.

    Thanks

    [/quote]

    The go to the pages - Report selection sales and Report Selection purchase.

    There you can define the standard reports you want to use.

    docs.microsoft.com/.../across-report-selections

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