Reply To: Multiple selectable Word Templates for one report

  • David Wiser

    April 24, 2024 at 2:00 pm

    What you’re asking is possible depending on your version. I believe v14 has this functionality. If you navigate to “Custom Report Layouts” you will find that you can create and name multiple formats for the same report (Posted Sales Invoices for example). There are two other pages you will need to be aware of. The first is “Report Selection – xxx” where xxx is the functional area. If you open the Report Selection – Sales page, use the Usage field to identify which report to use when you perform that use. The next place to go is “Report Layout Selection”. This page allows you to select which format of any particular report to use as the default format. You can select one of the built-in formats or one of the custom formats you created. This is used as the default. You can also override this on a customer level by opening a customer card and selecting Document Layouts from the ribbon. This will allow you to assign a specific layout of the document for that individual customer. Try this out and let us know if you have further questions.

Welcome to our new site!

Here you will find a wealth of information created for people  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!