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Small and medium business | Business Central, N...
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Report Extension

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Posted on by 5

We have an extension I am using to customize our reports.

I was wondering what people thought about combining multiple sales reports to use the same template with different headings. e.g. sales quote, sales order etc.

It looks like this is the default way reports are filtered in .al

DataItemTableView = SORTING("Document Type", "No.") WHERE("Document Type" = CONST(Quote));
I am thinking I can use this view to select a different document type.
Regardless if the above will work or not, is this a good approach or will I run into other issues. The documents I am combining are essentially the same, just with different Document Labels like "Order Confirmation" etc.
  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    I think that as long as the layouts are all based on the same data  - like sales documents based on sales header and sales lines you found a good approach.  That means you can focus on maintaining one report and multiple layout. I think that is an efficient approach.

  • Verified answer
    YUN ZHU Profile Picture
    103,280 Super User 2026 Season 2 on at

    Theoretically yes, you could also remove this filter and let the user choose the type themselves.

    pastedimage1684195383951v1.png

    Hope this helps.

    Thanks.

    ZHU

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