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Report Extension

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Posted on by Alexander Hunt

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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.

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Dynamics 365 Business Central

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YUN ZHU 75,561 Super User 2024 Season 2 on at

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RE: Report Extension

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

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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RE: Report Extension

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.

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