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Customer's Document Layout record(s) overriding latest report version.

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Posted on by Nick Webb

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In Business Central, if you customise a report (e.g.) 1316 Sales Invoice, the new version is then used for customers that don't have entries in the Document Layouts table/page. However the ones that do, appear to use whichever version that was current when the Document Layout record was created. Am I right? There is a field called "Custom Report Description" that isn't visible by default but is available via the Personalise facility. Is there no way to configure the system in such a way that all customers use the same, latest version of a report? Surely I don't have to perform a bulk update to make this happen do I?

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Dynamics 365 Business Central

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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Unfortunately, you can’t fully automate this without custom development or manual updates. But you can use the role center task to personalize the view.

Thanks!

Ramesh

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YUN ZHU 95,748 Super User 2025 Season 2 on at

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Hi, hope the following helps.

Dynamics 365 Business Central: Report Selection for standard documents (Set up default reports)

https://yzhums.com/43664/

And, in Document Layouts, there is the following feature, which can be copied from the default report.

Hope this helps.

Thanks.

ZHU

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/upgrade/upgrade-reports

https://www.d365training.com/post/how-to-manage-business-central-version-control-and-upgrades-strategy

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Khushbu Rajvi. 20,647 Super User 2025 Season 2 on at

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https://learn.microsoft.com/en-us/dynamics365/business-central/ui-define-customer-vendor-document-layouts

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Nick Webb 891 on at

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Thanks all for your responses. I have to ask though:

If the "Custom Report Layout Code" & "Custom Report Description" fields in a relevant Document Layout record are empty, why does it interfere at all with which report version is used when an invoice is printed or sent to PDF disk file? It should just use the current/latest version, shouldn't it? I can understand if it does have a value like: 1306-000003, but not if it's empty? Also why isn't field "Custom Report Description" visible by default? If it were visible it would at least indicate to the user that they may be affecting which version will be used for this customer?

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