In Microsoft Dynamics 365 Business Central, reports are used to present data in a structured and often formatted manner for analysis, decision-making, or printing. Microsoft Dynamics 365 Business Central comes with a set of standard reports that cover various aspects of financials, sales, purchasing, inventory, and more. If you need the layout of a standard report, here are simplified steps to export it from Microsoft Dynamics 365 Business Central:
- Sign into Business Central: Log in to your Business Central account.
- Search for “Custom Report Layouts”: Use the search feature to find the “Custom Report Layouts” page.
- Check if the Report is Listed: Let’s say you want to export the layout for a report with ID 10123, which is the Purchase Quote report. Check if this report ID is already listed on the “Custom Report Layouts” page. If not, proceed to create a new entry.
- Create a New Layout (If needed): If the required report isn’t listed, click on the “New” option to create a new entry. Enter the report ID and toggle on the option to insert the layout of the required type.
- Click on the layout option, then choose “Export layout.” This action will allow you to download the layout of the report you need.Click on the layout you just created, then select “Export layout” to download the layout file.
- The exported file contains the layout information for the selected report.
By following these steps, you can successfully export the layout of a standard report from Business Central for further use or modification.