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To adapt Business Central to your company, set up and use reports and customized documents that fit your business processes and visual identity.
Add your company logo to documents
Business Central includes document templates that use your company's logo, which saves you time customizing documents such as invoices, orders, and statements.
- Choose the
Settings menu, and then choose the Company Information action. - Choose the Picture action and then select Choose.
- Select the picture file on your device.
After the image displays in the Picture field, you can close the Company Information page.
Run reports
Reports organize information from different sources in Business Central and present it in a readable way that can be easily printed or digitally shared. Reports can be found on the pages they're contextually associated with. For example, the Items page lists reports related to inventory levels, purchases, sales, and more.
- Open the page associated with the requested report, such as the Items page.
- Choose the Inventory - Top 10 List report on the Reports menu.
- On the report request page, set filters to narrow down the date range or change the reference unit of measure used in the report.
- Choose the Print action and follow the device's printing steps.
- Alternatively, select the Preview action to display the report on the screen.
Learn more on filtering data, scheduling reports, and more at Run and Print Reports.
Save reports as PDF, Excel, or Word documents
To quickly share reports, you can save Business Central reports directly to PDF, Microsoft Excel, or Microsoft Word documents.
- Repeat steps 1 to 3 from the run reports section above.
- Choose the Send to action.
- Select the file type, then choose OK.
The generated report file is automatically saved to your browser's download folder.
Change report and document layouts
Business Central includes many built-in layouts for reports and documents, such as sales invoices. Use applications like Microsoft Word or Excel to edit the layout templates for documents and reports. To add or rearrange report data fields in a Word layout, use the Business Central add-in for Word. Learn more about designing Word layouts in Design Word layouts with the Business Central add-in. The following example shows how to edit a layout:
Choose the
icon to open Tell Me, enter Report Layouts, and then choose the related link.On the Report Layouts page, choose the Search action to select the StandardSalesInvoice.docx layout, then choose the Export Layout action to download the layout template file.
A Word document is saved to your device, with the same filename displayed on the Report Layouts page.
Open the layout file in Microsoft Word and edit the document, for example, by moving the date field (DocumentDate) or your logo, or by changing font sizes, then save the file.
Back on the Report Layouts page, choose the New Layout action.
On the Add New Layout for a Report page, enter a name and description on the Layout Name and Description fields, respectively, to make the layout easy to find.
In the Format Options field, select Word, and then choose OK.
In the file picker, select the edited layout file.
Test the new layout by choosing the Run Report action.
Learn more about how to customize reports and documents to your business needs at Report and Document Layouts.
Tip
To apply consistent branding across multiple reports that use Word layouts, use reusable themes and header and footer layouts instead of editing each layout separately. Learn more in Set up reusable themes and header and footer layouts.
Related information
Use Reports in Daily Work
Available Reports in Business Central
Document Report Selection
Business Central Quick Starts