Description

Modifying report layouts in Business Central, is this always possible?
How do you adjust the layout?
How do I create an Excel report (from BC 20)?
How can you add headers and footers?
Grouping in Business Central reports, creating (sub-)totals, how does it work?
These subjects will be discussed in the course “Report layout in Dynamics 365 Business Central”.
Lists and documents in Microsoft Dynamics 365 Business Central contain a layout in RDLC format and sometimes in Word format. The standard layout can be modified from the normal client. And as of BC 20 (2022 wave 1), Excel reports can also be created. An application administrator can perform adjustments (with limitations) to the layout of existing reports by using Report Builder, Word or Excel.

In this course the possibilities of adjustments in layout in Report Builder, Word and Excel are practiced.

This training helps prepare for the Microsoft MB-800 exam (Dynamics 365 Business Central Functional Consultant).


Target group

Application administrators and/or core users that are responsible for the adjusting of layouts of existing Microsoft Dynamics 365 Business Central reports. In this course the Report Builder is used for maintenance of RDLC layouts, Word for Word layouts and Excel for Excel-reports. This course is intended for users of Business Central in the cloud and Business Central on-premise.

Prerequisites

The course Microsoft Dynamics 365 Business Central Introduction (BC-INT) is necessary foreknowledge.

Contents

  • Basics: structure and terminology     
  • Adjustment of existing layouts (Word and RDLC)
  • Creation of Excel reports (from BC 20)
  • Assigning a layout to a company
  • Headers and footers
  • Formatting of Numbers and Dates
  • Grouping of data
  • Calculation of (sub)totals
  • Charts