Reusing a layout for another report

  • Published on Jul 22, 2025
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You can easily reuse an existing layout for another report. For example the layout of a sales invoice for a packing slip.

Steps

  1. Copy the document template and its’ data map.

  2. In Microsoft Word, go to the dox42 ribbon and select Data Map.

    Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.

    dox42 ribbon

    The Data Map Designer window opens.

  3. Select a D365 FSCM Report data source.

  4. Select the Edit button.
    The D365 FSCM Report Data Source window opens.

  5. Change the data sources of the template.

    Data Map Designer interface showing selected data sources and highlighted SalesPackingSlip.

    D365 FSCM Report Data Source window

  6. Select OK.

  7. Select File > Save to save the changes to the data map.

  8. In the document template replace the placeholders from the sales confirm with the placeholders of the sales packing slip.

    Sales confirmation document displaying delivery details and itemized order information.

    Replacing placeholders

  9. Optional: Adjust the layout of the template to your needs.

  10. Select File > Save to save your new document template.

Result

You have reused a document’s layout for another document template.