You can set up default reports to use to print sales, purchases, and service documents, 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.
The following table describes where you can find information about the different pages.
Area or task | Learn more |
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Example of how report selection works (sales) | Report selection for sales documents found below |
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 value-added tax (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. To check your setup, choose the icon, enter Report Selection, then choose the relevant link.
The default version of Business Central includes the following Report Selection pages:
The Report Selection - Sales page offers default reports to use in different scenarios for each related document type. Choose a document type in the Usage field, then add or review the report selection. You can set up more than one report and specify the sequence the reports must be sent or printed in.
Hover over a field to read a short description.
You can't send all document types as email attachments. For those you can, the Report Selection page contains extra fields.
For example, on the Report Selection - Sales and Report Selection - Purchase pages, the following fields help you set up email:
Field name | Description |
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Use for Email Body | Insert summarized information, such as the invoice number, due date, or a link to a payment service 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, it's a custom report layout. |