{"id":15581,"date":"2022-09-22T12:03:39","date_gmt":"2022-09-22T12:03:39","guid":{"rendered":"https:\/\/dynamics.folio3.com\/blog\/?p=15581"},"modified":"2022-10-03T07:29:48","modified_gmt":"2022-10-03T07:29:48","slug":"design-custom-reports-layout-in-business-central","status":"publish","type":"post","link":"https:\/\/dynamics.folio3.com\/blog\/design-custom-reports-layout-in-business-central\/","title":{"rendered":"How to design Custom Reports Layout in Business Central"},"content":{"rendered":"

In Business Central we have multiple reports layout for different modules such as Sales-Quote, Sales-Order, Purchase-Order, Sales-Shipment, Sales-Invoice and many more. Today we will focus on Sales-Invoice, we will understand how to create report layout for invoices and design it according to our need.<\/span>
\n<\/span>
\n<\/span>Create and Design Custom Report Layout for invoices:<\/b><\/p>\n


\n<\/span>1) Go to Global search and search Custom Report Layouts and open it.<\/span><\/p>\n

\"\"<\/p>\n

2) Search Sales-Invoice and try to locate built in Invoice template.<\/span><\/p>\n

\"\"<\/p>\n

3) Go to process Tab and Select Copy option that will create a copy of selected invoice template.<\/span><\/p>\n

\"\"<\/p>\n

New Template will be looked like this, you can give appropriate description.<\/span><\/p>\n

\"\"<\/p>\n

4) Now Export that Copied Template in your local Computer as follow.<\/span><\/p>\n

\"\"<\/p>\n

It would be a word file.<\/span>
\n<\/span>
\n<\/span>5) Open Downloaded Document, go to file -> options -> CustomizedRibbons -> Enable Developer option<\/span><\/p>\n

\"\"<\/p>\n

\"\" \"\"<\/p>\n


\n<\/span>6) After developer option is enabled, A developer Tab at top would be visible, go to developer -> open XML Mapping Pane, after opening it a window from right side would pop out by name XML Mapping, use dropdown to select highlighted value in below snapshot.<\/span><\/p>\n

\"\"<\/p>\n

After expanding header we will see two types of fields, <\/span>_lbl<\/b> field that contain actual field name in <\/span>salesInvoiceHeader <\/b>and apart from that all other fields are <\/span>value type <\/b>which would be different for every sales-invoice.<\/span>
\n<\/span>
\n<\/span>7) Let\u2019s try to add new field with new value type and check if that works on invoice template or not.<\/span>
\n<\/span>We will add DocumentNo. Field and value on this example template.<\/span>
\n<\/span>First create a cell and keep your pointer there then from XML Mapping window go to DocumentNo_Lbl field, right click on it -> select Insert Content Control -> Select plain Text.<\/span><\/p>\n

\"\"<\/p>\n

Do the same procedure with DocumentNo. Field which is actually a value of Document label.<\/span><\/p>\n

\"\"<\/p>\n

Once designing is done, we are ready to import this document template into our Business Central environment.<\/span>
\n<\/span>
\n<\/span>
\n<\/span>8) Now go back to Custom Report Layouts page, select Sales-Invoice row that we copied earlier then go to Layout option and select Import layout then select choose option and pick updated word Document from your local directory.<\/span><\/p>\n

\"\"<\/p>\n

9) After import is done, we will preview our template and check if our changes are reflected or not.<\/span>
\n<\/span>For that select invoice we want to preview in our case it would be Example-Invoice then go to Process Tab and select Run Report.<\/span>
\n<\/span><\/p>\n

\"\"<\/p>\n

A new Sales-Invoice window will pop up, select any existing invoice for No. field and press Preview.<\/span><\/p>\n

\"\"<\/p>\n

After preview, Invoice report would be generated which contain the changes we made to the document.<\/span><\/p>\n

\"\"<\/p>\n

Using this procedure we can add any field in our invoice template or logos or static text according to our requirement.<\/span><\/p>\n

Reference youtube video<\/span>
\n