How to: Import and Export a Report or Document Layout

You can import and export an existing custom report layout as a file to and from a location on your computer and network. For example, you can export a report layout, and then send the file to another person to modify. That person can then make the modifications to layout and return the file to you so that you can import it back.

Important

You cannot import or export built-in report layouts.

To export a report layout to a file

  1. Choose the Search for Page or Report icon, enter Report Layout Selection, and then choose the related link.

  2. Select the row for the report that contains the custom report layout that you want to export, and then on the Home tab, in the Process group, choose Custom Layouts.

  3. In the Report Layouts window, select the report layout that you want to export to a file, and then on the Home tab, in the Process group, choose Export Layout.

  4. In the Export File dialog box, choose Save, and then save the file to a location on your computer or network.

To import a report layout file

  1. Make sure that the relevant file that defines the report layout is available on your computer or network.

    A Word report layout file must have the .docx file type extension. An RDLC report layout file must have the .rdlc or .rdl file type extension.

  2. Choose the Search for Page or Report icon, enter Report Layout Selection, and then choose the related link.

  3. Select the row for the report to which you want to import the report layout, and then on the Home tab, in the Process group, choose Custom Layouts.

  4. In the Report Layouts window, select the report layout to which you want to import the file, and then on the Home tab, in the Process group, choose Import Layout.

  5. In the Import dialog box, select the document that defines the report layout, and then choose Open.

    The original custom report layout is replaced with the imported report layout.

See Also

Dynamics 365 Business Central
How to: Create and Modify a Custom Report Layout
Managing Report and Document Layouts
Working with Reports