Import a Custom Report Layout in ForNAV Cloud

Knowledge Base

To import a custom report layout in ForNAV Cloud:

  1. In Microsoft Dynamics 365 Business Central, go to the Custom Report Layouts window.
  2. Click New. In the Edit window, enter the report ID and select Insert Word Layout.

  3. In the Report Name field, rename the custom report layout to something recognizable, for example, ForNAV BC custom layout.
  4. In the Custom Report Layouts window, select the custom layout you just created and then on the Actions tab, click Import Layout.

  5. In the Select File dialog box that appears, select the docx file that you want to import.
  6. In Business Central, open the Report Layout Selections window.
  7. In the Custom Layout Description field, select the new custom report layout that you just created.

 

Export a ForNAV layout in ForNAV cloud

To export a ForNAV layout in ForNAV cloud:

  1. In Business Central, go to the Custom Report Layouts window.
  2. Click the layout that you want to export and then on the Actions tab, click Export Layout.

  3. Save the resulting docx file.
  4. To edit the layout docx file, in the ForNAV Designer, click Open and find the docx file.