Working with Reports, Batch Jobs, and XMLports
A report gathers information based on a specified set of criteria, and organizes and presents the information in an easy-to-read format that you can print or save as a file. There are many reports that you can access throughout the application. The reports typically provide information relative to the context of the page you are on. For example, the Customer page includes reports for the top 10 customers, sales statistics, and more.
Batch jobs and XMLports do more or less the same as reports, but for the purpose of performing a process or exporting data. For example, the Create Reminders batch job creates reminder documents for customers with overdue payments.
This topic refers mainly to "report", but similar information applies to batch jobs and XMLports.
You can find reports in the Reports tab on selected pages, or you can use search to find reports by name.
Specifying the Data to Include in Reports
When you open a report, batch job, or XMLport, you are typically presented with a request page where you set various options and filters that determine what to include in the report.
You set filters in a report in more or less the same way as you set filters on lists. For more information, see Filtering.
The Filter list by section on a request page provides a generic filtering capability for reports. These filters are optional.
Some reports will ignore any such filters, meaning that no matter what filter is set in the Filter list by section, the output of the report is the same. It is not possible to provide a list of which fields are ignored in which reports, so you will have to experiment with the filters when using them.
Example: When you use the Create Reminders batch job, a filter for the Customer Ledger Entries field of Last Issued Reminder Level will be ignored because filters are fixed for that batch job.
Using Saved Settings
The request page can include the Saved Settings section that contains one or more entries in the Use default value from box. A saved setting is basically a predefined group of options and filters that you can apply to the report before previewing or sending the report to a file. The saved settings entry called Last used options and filters is always available. This entry sets the report to use options and filters that were used the last time you used the report.
Using saved settings is a fast and reliable way to consistently generate reports that contain the correct data. After you set the Use default value from box to a saved settings entry, you can change any of the options and filters before previewing or saving the report. The changes that you make will not be saved to the saved settings entry you selected, but they will be saved to the Last used options and filters entry.
If you are an administrator, you can create and manage the saved settings for reports for all users. For more information, see Manage Saved Settings for Reports and Batch Jobs.
Previewing a Report
Choose the Preview button to view the report in the report request page. Use the menu bar on the report preview to:
Move through pages
Zoom in and out
Resize to fit the page
You can copy text from a report, and then paste it somewhere else, like a page in Business Central or Microsoft Word. Using a mouse, for example, you press and hold where you want to start, and then move the mouse to select one or more words, sentences, or paragraphs. You can then press the right mouse button and select Copy. You can then paste the selected text where ever you want it.
Pan the document
You can move the visible area of the report in any direction so you can view other areas or the report. This is helpful when you have zoomed in to see details. Using your mouse, for example, press and hold the mouse button anywhere in the report preview, and then move your mouse.
Download to a PDF file on your computer or network.
Saving a Report
You can save a report to a PDF document, Microsoft Word document, or Microsoft Excel document by choosing the Send to button, and then making your selection.
Scheduling a Report to Run
You can schedule or batch job a report to run at a specific date and time. Scheduled reports and batch jobs are entered in the job queue and processed at the scheduled time, similar to other jobs. You choose the Schedule option after you choose the Send to button, and then you enter information such as printer, and time and date. The report is then added to the job queue and will be run at the specified time. When the report is processed, the item will be removed from the job queue. For more information, see Use Job Queues to Schedule Tasks.
When you schedule a report to run, you can specify that it must run every Thursday by setting the Next Run Date Formula field to D4, for example. For more information, see Using Date Formulas.
You can choose to save the processed report to a file, such as an Excel, Word, or PDF, print it to a selected printer, or process the report only. If you choose to save the report to a file, then the processed report is sent to the Report Inbox area on your Role Center, where you can view it.
Printing a Report
You print a report by choosing the Print button on the report request page or on the menu bar on the Preview page.
The report prints to the printer shown in the Selected printer field on the report request page. You can't change the printer from this page.
The selected printer is either set on the Printer Selections page or it's the default printer set up on the Printer Management page. If you want to use another printer, see Set Up Printers.
If no printer is specified on the Printer Selections page or set as default on the Printer Management page, the browser printing feature is used. In this case, Browser appears in the Selected printer field on the report request page.
Because Business Central is a cloud service, it can't reach local printers connected to your computer. However, it can connect to cloud-enabled printers. In the generic version of Business Central, a cloud printer named Email Printer is installed as an extension and is ready to use after initial setup.
If a cloud printer is not installed and set up, or if an installed printer fails, then printing will default to the printing options for the browser.
The browser printing options work independently of Business Central. So any printer settings that might have been set up from printers in Business Central aren't carried over to the browser print options.
Printing Reports in Thai
Specifically for the Thai version of Business Central, the Print button can't print reports correctly due to limitations in the service that generates the printable PDF file. Instead, you can open the report in Word and then save the report as a printable PDF.
Alternatively, you can ask your administrator to create a Word report layout for your most used reports. For more information, see Managing Report and Document Layouts.
Changing Report Layouts
A report layout controls what is shown on a report, how it is arranged, and how it is styled. If you want to switch to a different layout, see Change the Current Report Layout. Or, if you want to customize your own report layout, see Create and Modify a Custom Report Layout.