Working with Word Reports
General
Word layouts are a powerful feature in report generation that allow you to easily change the content and format of a report without the need for a developer. This flexibility is especially useful when you want to customize the appearance of your reports or make quick adjustments to the data displayed. With word layouts, you can modify the layout, add or remove fields, apply formatting, and much more, all within the familiar Microsoft Word interface. This empowers business users to take control of report customization, reducing the reliance on developers and speeding up the report modification process.
Note
In Business Central, the term "report" also covers externally-facing documents, such as sales invoices and booking confirmations that you send to customers as PDF files.
To change the Word layout
From the Report Layouts page The Report Layouts page displays all available layouts for each report in the current company. It's also used to specify the default layout for reports. It's easy to find a specific layout by sorting or filtering the list.
To change the layout
- Select one of the User Defined layouts (it is not possible to change a standard layout) or choose New to Create a new Report Layout.
- Choose the Export Layout action. Open the word file from the downloads folder and make the required modifications.
- Now you are ready to upload the Word file, choose the Replace layout action and select the Word file.
Tip
- To replace the layout, it is not required to close the Word file, you can just save the file and replace the layout in business central. Make modifications with small itterations and validate the results.
- You can also consider the use of Report defintions to change the appearance of a report, learn more about Report Defintions.