Report Layout Options and Setups Explained in D365 Business Central

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In this video, we take a deep dive into reporting setups and selections within Microsoft Dynamics 365 Business Central. If you’ve ever wondered how to manage report layouts, customize templates, or control which reports are used across your system, then this is for you.

Here’s what you’ll learn:

✅ Report Layouts – Understand the central repository for all reports, how to export, modify, and create new iterations using Word and RDLC formats.

✅ Custom Report Layouts – Explore granular control for multi-company environments and learn about upcoming changes with user-defined reports.

✅ Report Layout Selection – Discover how to set global defaults for report layouts and why this page is critical for consistency.

✅ Report Selection Sales – Learn how to define layouts for specific sales documents, tailor email bodies, and manage sequences for printing and sending.

✅ Other Report Selections – See how similar setups apply to purchasing, inventory, bank accounts, projects, and more.

✅ Customer Card Overrides – Find out how to configure document layouts at the individual customer level for ultimate flexibility.
0:00 Introduction
0:15 Report Layouts
1:00 Custom Report Layouts
1:30 Report Layout Selection
2:05 Report Selection - Sales
3:30 Custom Card - Document Layouts
4:00 Closing Remarks

Видео Report Layout Options and Setups Explained in D365 Business Central канала Ben Cole on Business Central