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Use improved features for document reports

Enabled for Public preview General availability
Users by admins, makers, or analysts - Oct 1, 2024

Business value

Developers and power users can use more features that Word provides for document layouts. These improvements reduce the time spent designing layouts for documents and let more power users work with document layouts.

Feature details

Use report documents in Business Central when you need to send a document, such as a quote, order, or invoice, to your customers or suppliers. The following sections list the improvements in this release.

Word layouts

The Word layout feature includes the following improvements:

  • You can use sections in Word layouts even when the report uses the WordMergeDataItem property in AL code. This improvement gives you the ability to change layout properties, such as margins, orientation (portrait or landscape), or columns inside your Word layout. You can also use different watermarks for different parts of the layout. For more information, see Using sections in a Word layout.

  • A new Word add-in that lets you control the conditional visibility of text, tables, or table rows and columns.

  • New layouts that you can apply themes to are available for the following document reports: draft invoice, sales quotes, confirmations, invoices, credit memos, shipments, return shipments, and purchase orders.

When you change the Office Theme from the Design tab, you can update the report's look and feel, including colors, fonts, and styles, directly in Word.

Report layout page

From the Report Layouts page, you can now do the following tasks:

  • Export a report schema as a Microsoft Word custom XML file. Use this file to simplify the conversion of an RDL layout or a customer-supplied Word file into a Word layout for a report.

  • Update a layout with the latest report dataset definition.

  • Create a new blank Word layout for any report.

Shows the report layouts page with new actions.

Custom report layouts page

On the Custom Report Layouts page, you can migrate layouts to the new system table for layouts. The layouts appear on the Report Layouts page.

Shows the custom report layouts page with new action.

Visual Studio Code

In Visual Studio Code, we added a code snippet for report and query DataLinkItem to help developers be more productive when they create report objects.

Report layout lifecycle telemetry (25.1)

The system sends a telemetry event when you take any of the following actions on the Report Layouts page:

  • Add a report layout.
  • Change the default layout for a report.
  • Change the properties for a report layout.
  • Export a report layout.
  • Replace a report layout.
  • Delete a report layout.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Using sections in a Word layout (docs)