Report Selection in Business Central
You can set up default reports that will be used to print the various documents for sales and purchases, such as orders, quotes, invoices, and credit memos. 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 includes default configurations, but of course you can change these defaults. 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 tables 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 Check 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
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 document can be sent as email attachments, and others cannot. Each Report Selection page shows additional fields if the type support email out of the box.
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 | Specifies that summarized information, such as invoice number, due date, and payment service link, will be inserted in the body of the email that you send. |
| Use for Email Attachment | Specifies that the related document will be attached to the email. |
| Email Body Layout Description | Specifies the email body layout that is used, typically a custom report layout. |
See also
Set Up Reusable Email Texts and Layouts for Sales and Purchase Documents
Select a Check Layout
Set Up Reports for VAT and Intrastat (Germany)
Managing Report and Document Layouts
Define Document Layouts for Customers and Vendors
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
--- author: edupont04