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Customizing Report Layouts in Microsoft Dynamics 365 Business Central

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#accountsreceivable

#aged

#customize

#excel

#reportlayouts

Dynamics 365 Business Central

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Jun 27, 2022

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Text

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AI Summary

  • The article discusses a client's request to modify the Aged Accounts Receivable report in Microsoft Dynamics 365 Business Central.
  • The client provided specific requirements for the report, including the aging period, printing options, and the inclusion of a pivot table.
  • The author decided to create a custom Excel report for the Aged Accounts Receivable report layout.
  • They ran the report with the client's desired options and saved it as a Microsoft Excel document.
  • In the Report Layouts window, they created a new layout with the specified report ID and chose the Excel layout file.
  • The author emphasized the importance of exporting the layout from the Report Layouts window to avoid issues with data tab.
  • They added a new tab for the pivot table in the Excel file and populated it with the necessary fields.
  • After saving the Excel file, they replaced the layout in the Report Layouts window and made it the default report for the company.

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