Creating a report option

A report option is a custom setup that allows users to define how a report should behave or appear under certain conditions (e.g., which document is to be generated, in what format, in what language, layout, period). If you want to replace the default Business Central report with a dox42 configured report, as a first step, create a report option and link it to your previously configured document.

Prerequisites

• You have the dox42 Administrator role in Business Central (to set the role, go to the cogwheel at the top right of Business Central, select the My settings menu and then the dox42 Administrator role).

• You have created a new output configuration (e.g. ReturnAction or Query String).

• You have related your document to this output configuration.

• You have created a template for this output configuration.

• You have created a document configuration.

Steps

1. Select the Report Options link just below the dox42 heading.

   

   The Report Options dialog opens.

2. Select the New button to create a new report option.

   

   Another Report Options dialog opens.

   

3. Enter a descriptive Code name, e.g. “INVOICE_PDF”.

4. Relate this report option to the document that you have created for this output configuration. To do this, from the Document Code dropdown menu, select the corresponding document.

   

5. Only if you want to select multiple entries and generate multiple individual documents in bulk: Select the Output Single Documents checkbox.

6. Use the arrow button at the top to exit the dialog.

7. Go back to the home page by clicking the dox42 heading.

   

Result

You have created a report option and linked it to your previously created document.

Next step

Create a report configuration