(Legacy) Import and Export Custom Report Layouts

Note

Custom report layouts is a legacy feature that is being phased out. Instead, you should start creating user-defined layouts as described here.

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 Lightbulb that opens the Tell Me feature. 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 choose the Custom Layouts action.

  3. On the Report Layouts page, select the report layout that you want to export to a file, and then choose the Export Layout action.

  4. In the Export File dialogue box, choose the Save button, 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 Lightbulb that opens the Tell Me feature. 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 choose the Custom Layouts action.

  4. On the Report Layouts page, select the report layout to which you want to import the file, and then choose the Import Layout action.

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

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

See Also

Create and Modify a Custom Report Layout
Managing Report and Document Layouts
Work with Reports, Batch Jobs, and XMLports

Find free e-learning modules for Business Central here