Report Selection for Documents in Business Central
You can set up default reports to use to print sales, purchases, and service documents, such as orders, quotes, and invoices. For example, if you have a specific layout for sales invoices, you can specify that report in the Report Selections - Sales page so that it will be used to send or print sales invoices.
Available report selections
The Report Selections pages specify which report will be printed in different situations. Business Central provides default configurations, but you can change them if needed. You can also add reports to the Report Selection pages if you want to print more than one report per document type, for example.
The following table describes where you can find information about the different pages.
|Area or task||Learn more|
|Example of how report selection works (sales)||Report selection for sales documents found below|
|Default layout for emails with sales and purchase documents||Set Up Reusable Email Texts and Layouts for Sales and Purchase Documents|
|Define check layouts||Select a Cheque Layout|
|Define reports for value-added tax (VAT) reporting (Germany)||Set Up Reports for VAT and Intrastat|
Your Business Central can include additional Report Selection pages, depending on your location and industry, for example. To check your setup, choose the icon, enter Report Selection, then choose the relevant link.
The default version of Business Central includes the following Report Selection pages:
- Report Selection - Sales
- Report Selection - Purchase
- Report Selection - Inventory
- Report Selection - Cash Flow
- Report Selection - Warehouse
- Report Selection - Bank Account
- Report Selection - Job
- Report Selection - Service
Example: Report selection for sales documents
The Report Selection - Sales page offers default reports to use in different scenarios for each related document type. Choose a document type in the Usage field, then add or review the report selection. You can set up more than one report and specify the sequence the reports must be sent or printed in.
Hover over a field to read a short description.
You can't send all document types as email attachments. For those you can, the Report Selection page contains extra fields.
For example, on the Report Selection - Sales and Report Selection - Purchase pages, the following fields help you set up email:
|Use for Email Body||Insert summarised information, such as the invoice number, due date, or a link to a payment service in an email.|
|Use for Email Attachment||Attach the related document to the email.|
|Email Body Layout Description||Specify the email body layout to use. Typically, it's a custom report layout.|
Set Up Reusable Email Texts and Layouts
Select a Cheque Layout
Set Up Reports for VAT and Intrastat (Germany)
Managing Report and Document Layouts
Define Document Layouts for Customers and Suppliers
Set Up Printers
Financial Reports and Analytics in Business Central
Accounts Receivable Reports and Analytics in Business Central
Accounts Payable Reports and Analytics in Business Central
Fixed Assets Reports and Analytics in Business Central
Project Reports and Analytics in Business Central
Sales Reports and Analytics in Business Central
Purchase Reports and Analytics in Business Central
Inventory and Warehouse Reports and Analytics in Business Central
Assembly Reports and Analytics in Business Central
Production Reports and Analytics in Business Central