Apportunix Report Selection
The Apportunix Report Selection page allows you to manage all report selections in a single page:
Note that you can sort on the Usage Type field on this page to group everything from the same category together (e.g., Sales, Purchase, ...). The report usages that are added by extensions get the "Extension" usage type (at least, by default).
Tip
You can use the Email Body Layout Name field to choose a Document Creator or Word layout from the Report Layouts page to use as template for the email body of your emails.
N.B. Selecting layouts from the Report Layouts page is not possible by default in Business Central. The Microsoft Base Application still uses the legacy/deprecated Custom Report Layout table for selecting layouts and e-mail body layouts in (custom) report selections. This is a major inconsistency that is solved with the Apportunix Report Selection page.
Tip
Please follow the Tour for instructions on how to use this page. You can retake the tour by clicking on the title of the page.
Some additional clarification on the most important actions can be found in the following sub-sections.
Refresh¶
You can use the Refresh action to refresh the page with the most recent settings. However, please note that the changes you made on this page will be aborted.
Save¶
You can use the Save action to save your changes manually. Your changes will be saved automatically when you close this page.
Restore Defaults¶
You can always choose to restore the report selections back to the Business Central defaults using the Restore Defaults action. This will delete all report selections and return the report selections to their defaults.
Report Selections¶
The Report Selections action is a record-scoped action that allows you to open the respective report selection page for the usage of the selected report selection. For example, if you have selected a "S.Invoice" report selection record, then this action will open the Report Selection – Sales page and will also set the usage filter to "Invoice" when the page is opened. On that page you can edit the detailed settings for the report selection.
Note
This Report Selections action will open the respective page, initialized with/filtered on the selected usage, only if the page supports this.
Also, the action can only open the respective report selection page for extension-provided usages when this is implemented by the extension publisher.
Business Rel. Layout Selections¶
The Business Rel. Layout Selections action is a record-scoped action that allows you to open the Business Rel. Layout Selections action for the usage of the selected report selection.
- In this page you have an overview of all business relations that have custom report/layout selections for a specific usage! (In the screenshot you see the custom sales order selections.) Normally you would need to first navigate to the customer/vendor card to view the selections per customer.
- This page has a Copy from Report Selection action to easily copy the 'main' settings to the selected record.
- You can specify an Email Body Layout Name and Layout Name for a customer/vendor specifically. You can also select Document Creator layouts for both of these, just like on the Apportunix Report Selection page.
Report Layouts¶
This is a record-scoped action that opens the Report Layouts page filtered to the report object of the selected report selection record. For example, if the report selection record specifies that report 11249662 “Sales – Invoice” should be used, then this action will open the Report Layouts page only showing the layouts for this report object:
