Report Selection in Business Central

You can set up default reports to use to print documents for sales and purchases, such as orders, quotes, and invoices. For example, if you have a specific layout for sales invoices, you can specify that report in the Report Selections - Sales page so that it will be used to send or print sales invoices.

The Report Selections pages specify which report will be printed in different situations. Business Central provides default configurations, but you can change them if needed. You can also add reports to the Report Selection pages if you want to print more than one report per document type, for example.

Available report selections

Business Central includes different Report Selection pages for different areas. The following table describes where you can find information about the different pages.

Area or task Learn more
Example of how report selection works (Sales) Report selection for sales documents
Default layout for emails with sales and purchase documents Set Up Reusable Email Texts and Layouts for Sales and Purchase Documents
Define check layouts Select a Cheque Layout
Define reports for VAT reporting (Germany) Set Up Reports for VAT and Intrastat

Tip

Your Business Central can include additional Report Selection pages, depending on your location and industry, for example. You can always check your setup by choosing the Lightbulb that opens the Tell Me feature. icon, entering Report Selections, and then choose the relevant link.

The default version of Business Central includes the following Report Section pages:

  • Report Selection - Sales
  • Report Selection - Purchase
  • Report Selection - Inventory
  • Report Selection - Cash Flow
  • Report Selection - Warehouse
  • Report Selection - Bank Account
  • Report Selections Reminder/Finance Charge
  • Report Selection - Job

Example: Report selection for sales documents

The Report Selection - Sales page defines the default reports to use in different scenarios for each related document type. Choose a document type in the Usage field, and then add or review the report selection. You can set up more than one report and the order of sequence that the reports must be sent or printed in.

Hover over a field to read a short description.

Some types of documents can be sent as email attachments, and others can't. If a type of document can be sent by email, the Report Selection page will contain extra fields.

For example, in the Report Selection - Sales and Report Selection - Purchase pages, the following fields help you set up emailing:

Field name Description
Use for Email Body Insert summarised information, such as invoice number, due date, and payment service link, in an email.
Use for Email Attachment Attach the related document to the email.
Email Body Layout Description Specify the email body layout to use. Typically, the layout is a custom report layout.

See also

Set Up Reusable Email Texts and Layouts
Select a Cheque Layout
Set Up Reports for VAT and Intrastat (Germany)
Managing Report and Document Layouts
Define Document Layouts for Customers and Suppliers
Set Up Printers
Financial Reports and Analytics in Business Central
Accounts Receivable Reports and Analytics in Business Central Accounts Payable Reports and Analytics in Business Central
Fixed Assets Reports and Analytics in Business Central
Project Reports and Analytics in Business Central
Sales Reports and Analytics in Business Central
Purchase Reports and Analytics in Business Central
Inventory and Warehouse Reports and Analytics in Business Central
Assembly Reports and Analytics in Business Central
Production Reports and Analytics in Business Central