How to: Create and Modify a Custom Report or Document Layout

By default, a report will have a built-in report layout, which can be either an RDLC report layout or Word report layout, or both. You cannot modify built-in layouts. However, you can create your own custom layouts that enable you to change the appearance of report when it is viewed, printed or saved. You can create multiple custom report layouts for the same report, and then switch the layout that is used by a report as needed.

Note

In Financials, the term "report" also covers externally-facing documents, such as sales invoices and order confirmations that you send to customers as PDF files.

To create a custom layout, you can either make a copy of an existing custom layout or add a new custom layout, which in most cases is based on a built-in layout. When you add a new custom layout, you can choose to add an RDLC report layout type, Word report layout type, or both. The new custom layout will automatically be based on the built-in layout for the report if one is available. If there is no built-in layout for the type, then a new blank layout is a created, which you will have to modify and design from scratch. For more information about RDLC and Word report layouts, built-in and custom layouts, and more, see Manage Report Layouts.

To create a custom layout

  1. Choose the Search for Page or Report icon, enter Report Layout Selection, and then choose the related link.
    The** Report Layout Selection** window lists all the reports that are available in the company that is specified in the Company field at the top of the window.
  2. Set the Company field to the company in which you want to create the report layout.
  3. Select the row for the report that you want to create the layout for, and then choose the Custom Layouts action.
    The Custom Report Layouts window appears and lists all the custom layouts that are available for the selected report.
  4. If you want to create a copy of an existing custom layout, select the existing custom layout in the list, and then choose the Copy action.
    The copy of the custom layout appears in the Custom Report Layouts window and has the words Copy of in the Description field.
  5. If you want to add a new custom layout that is based on a built-in layout, do the following:
    1. Choose the New action. The Insert Built-in Layout for a Report window appears. The ID and Name fields are automatically filled in.
    2. To add a custom Word report layout type, then select the Insert Word Layout check box.
    3. To add a custom RDLC report layout type, then select the Insert RDLC Layout check box.
    4. Choose the OK button.
      The new custom layouts appear in the Custom Report Layouts window. If a new layout is based on a built-in layout, then it has the words Copy of a Built-in Layout in the Description field. If there was no built-in layout for the report, then the new layout has the words New Layout in the Description field, which indicates that custom layout is blank.
  6. By default, the Company Name field is blank, which means that the custom layout will be available for the report in all companies. To make the custom layout available in a specific company only, choose Edit, and then set the Company Name field to the company that you want.

The custom layout has been created. You can now modify the custom layout as needed.

Modifying a custom layout

To modify a report layout, you must first export the report layout as a file to a location on your computer or network, and then open the exported document and make the changes. When you are finished making the changes, you import the report layout.

To modify a custom layout

  1. You export a custom layout from the Custom Report Layouts window. If this window is not already open, search for and open the Report Layout Selection window, select the report that has the layout that you want to modify, and then choose the Custom Layouts action.
  2. In the Custom Report Layouts window, select the layout that you want to modify, choose the Export Layout action, and then choose Save or Save As to save the report layout document to a location on your computer or network.

  3. Open the report layout document that you just saved, and then make changes.

    If you are changing a Word layout, open the layout document in Word. For editing details, see the next section Making Changes to the Report Layout.

    RDLC report layouts are more advanced than Word report layouts. For more information about modifying an RDLC report layout, see Designing RDLC Report Layouts.

    Remember to save you changes when done.

  4. Return to the Custom Report Layouts window, select the report layout that you exported and modified, and then choose the Import Layout action.

  5. In the Import dialog box, select Choose to find and select the report layout document, and then choose Open.

Making changes to a Word report layout

To can make general formatting and layout changes, such as changing text font, adding and modifying a table, or removing a data field, just use the basic editing features of Word, like you do with any Word document.

If you are designing a Word report layout from scratch or adding new data fields, then start by adding a table that includes rows and columns that will eventually hold the data fields.

Tip

Show the table gridlines so that you see the boundaries of table cells. Remember to hide the gridlines when you are done editing. To show or hide table gridlines, select the table, and then under Layout on the Table tab, choose View Gridlines.

Removing Label and Data Fields in Word Layouts

Label and data fields of a report are contained in content controls in Word. The following figure illustrates a content control when it is selected in the Word document.

Content control for field in Word report layout

The name of the label or data field name displays in the content control. In the example, the field name is CompanyAddr1.

To remove a label or data field

  1. Right-click the field that you want to delete, and then choose Remove Content Control.

    The content control is removed, but the field name remains as text.

  2. Delete the remaining text as needed.

Adding data fields

Adding data fields from a report dataset is a more advanced and requires some knowledge of the report dataset. For information about adding fields for data, labels, data, and images, see How to: Add Fields to a Word Report Layout.

See Also

Managing Report Layouts
How to: Change Which Layout is Currently Used on a Report
How to: Import and Export a Custom Report or Document Layout
Working with Reports
Working with Financials