Dynamic reports in Microsoft Dynamics 365 Business Central let you maintain several versions of the same document, such as a sales order confirmation. You control these versions through report templates.
You can create a new report template from scratch or copy an existing one using Actions and Copy to New. After copying, you give it a new template code and description, then edit it to fit your needs.
Different versions of the same report can vary in details such as which columns are shown or what the title caption says. The rest of the layout can stay identical.
Working with multiple versions of the same report
With dynamic reports, you can work with different versions of the same report. This is controlled by the report template.
If you open the detail setup, you can see the available versions for a given document. On the sales order confirmation, for example, there are four different versions.
Most of these versions are the same, but some details differ. The columns might be different between the standard version and the sales backorder version. In other cases, the only change is in the title caption.
Creating a new report template
To make a new version, you create a new report template. You can do this in two ways.
- Type in a new report template directly.
- Copy an existing template, which is the faster method.
To copy a template, go to Actions and choose Copy to New. Then enter a new template code and give it a new description. Once that is done, the new report template is created.
You can now edit the new template however you want and use it when printing out your documents.
Q&A
What controls the different versions of a report in Business Central?
The report template controls the different versions. Each template defines its own layout, including which columns are shown and what the title caption says.
How do you create a new report template?
You can either type in a new report template directly or copy an existing one. To copy, go to Actions and choose Copy to New, then enter a new template code and description.
What can differ between report versions?
Versions of the same report can differ in details such as which columns are displayed or the title caption. The rest of the layout can remain identical.