NP Retail Support


Word Report Layout

Microsoft Dynamics 365 Business Central has a possibility to utilize word for report layouts. In this way it can be quite easy to design sales invoice, credit memo, or any other report with specific layout.
To start working with word layout, go to Search and type Report Layout Selection and select the related link:

New page will open with the list of all reports available in the system:

Go to Search in top left corner and search for the report you want to customize:

Select the report you want to modify and go to Process → Custom Layouts:

BC will display all custom layouts for this report, existing in the system:

Select the layout you want to modify and go to Layout → Export Layout. After this action, Word file will be downloaded to your PC. Open the file and enable Developer tab in Word. The file should look similar like this one:

Go to Developer tab, and select option XML Mapping Pane:

XML Mapping will be displayed on the right side of the Word window. In Custom XML Part select the report you want to customize:

After this, data items and fields for the report will be displayed. The next step is to replace all placeholders in downloaded file with actual fields from the report. You can also change the layout of the report if necessary. After fields are mapped, resulting layout looks like below:

After that, save the file, go back to BC where you exported the file, select the layout you want to import and go to Layout → Import Layout:

After import is completed, go back to Report Layout Selection, and select the layout you just uploaded: