This chapter describes how to set up reports in BEYOND Reports and what options are available for the print settings. It explains what effects the print settings have on the report.
The contents in this chapter are divided into the following sections:
This section describes how to set up a header picture for a report in BEYOND Reports. If you used the Setup Wizard during the initial setup of BEYOND Reports, a header picture may already be set up. You can proceed as described below to change or customize the header picture for the selected report.
To set up a header picture for a report, do the following:
Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for the Beyond Reports Setup page and click on the corresponding search result. BEYOND Reports Setup
To change the header picture for a specific report, click on the value under the Report Area column in the displayed list. For the following description of the print settings, we have selected the Sales - Quote report card.
The report card is displayed. On the left side of the screen you will find the print settings for the report. A report preview is displayed on the right edge of the screen. Set Header Picture
In the Pictures area, move the mouse pointer to the Header Picture icon. If a picture is set up for the report, it will be displayed in the Pictures area above the corresponding text in a reduced view. Options Menu for Header Picture
In the options menu for the header picture, click the Upload icon .
The file explorer is displayed. Specify the path to the header picture and select the appropriate picture. Observe the following given specifications: Size: 2480×531 px File Type: PNG file Features: transparent background (if possible)
Upload the picture file. The uploaded picture is displayed in a reduced size under the Pictures section. At the same time, the live preview on the right side of the screen is updated to show the header picture in the report. Uploaded Header Picture
You have set the header picture for the selected report. Note that this change is only applied to the selected report. If you want to change the size and placement of the header picture you can do so using the additional header picture menu options.
Move the mouse cursor to the header picture you have set up in the Pictures > Header Picture area. Additional Options for Header Picture
Click the pen icon .
The Edit – Image Cropper window is displayed. Edit Header Picture
While holding down the CTRL key, scroll the mouse wheel to enlarge or reduce the picture size.
Hold down the left mouse button to move the picture in the display area (blue rectangle: 2480×531 px).
To save the picture and use it in the report, click Save in the menu bar. The preview of the report is updated.
Setup Footer Picture
This section describes how to set up a footer picture for a report in BEYOND Reports. If you used the Setup Wizard during the initial setup of BEYOND Reports, a footer picture may already be set up. You can follow the instructions below to change or customize the footer picture for the selected report.
To set up a footer picture for a report, proceed as follows:
Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for the Beyond Reports Setup page and click on the corresponding search result. BEYOND Reports Setup
To change the footer picture for a specific report, click on the value under the Report Area column in the displayed list. For the following description of the print settings, we have selected the Sales - Quote report card.
The report card is displayed. On the left side of the screen you will find the print settings for the report. A report preview is displayed on the right edge of the screen. Set Footer Picture
In the Pictures area, move the mouse pointer to the Footer Picture icon. If a picture is set up for the report, it will be displayed in the Pictures area above the corresponding text in a reduced view. Option Menu for Footer Picture
In the options menu for the footer picture, click the Upload icon .
The file explorer is displayed. Specify the path to the footer picture and select the appropriate picture. Observe the following given specifications: Size: 2480×531 px File Type: PNG file Features: transparent background (if possible)
Upload the picture file. The uploaded picture is displayed in a reduced size under the Pictures section. At the same time, the live preview on the right side of the screen is updated to show the footer picture in the report. Uploaded Footer Picture
You have set the footer picture for the selected report. Note that this change is only applied to the selected report. If you want to change the size and placement of the footer picture you can do so using the additional footer picture menu options.
Move the mouse cursor to the header picture you have set up in the Pictures > Footer Picture area. Additional Options for Footer Picture
Click the pen icon .
The Edit – Image Cropper window is displayed. Edit Footer Picture
While holding down the CTRL key, scroll the mouse wheel to enlarge or reduce the picture size.
Hold down the left mouse button to move the picture in the display area (blue rectangle: 2480×531 px).
To save the picture and use it in the report, click Save in the menu bar. The preview of the report is updated.
Setup Watermark
This section describes how to set up a watermark picture for a report in BEYOND Reports. If you used the Setup Wizard during the initial setup of BEYOND Reports, a watermark picture may already be set up. You can proceed as described below to change or customize the watermark picture for the selected report.
To set up a watermark picture for a report, do the following:
Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for the Beyond Reports Setup page and click on the corresponding search result. BEYOND Reports Setup
To change the watermark for a specific report, click on the value under the Report Area column in the displayed list. For the following description of the print settings, we have selected the Sales - Quote report card.
The report card is displayed. On the left side of the screen you will find the print settings for the report. A report preview is displayed on the right edge of the screen. Set Watermark
In the Pictures area, move the mouse pointer to the Watermark Picture icon. If a picture is set up for the report, it will be displayed in the Pictures area above the corresponding text in a reduced view. Options Menu for Watermark Picture
In the options menu for the watermark picture, click the Upload icon .
The file explorer is displayed. Specify the path to the watermark picture and select the appropriate picture. Observe the following given specifications: Size: 800×800 px File Type: JPEG or PNG file Features: No colors (greyscale only), transparent background (if you use PNG)
Upload the picture file. The uploaded picture is displayed in a reduced size under the Pictures section. At the same time, the live preview on the right side of the screen is updated to show the footer picture in the report. Uploaded Watermark
You have set the watermark picture for the selected report. Please note that this change is applied only to the selected report.
Available Print Settings
BEYOND Reports allows you to configure your reports quickly and easily, without the need for programming. Based on our template, you configure what should be printed/displayed in the report using so-called print settings. For some print settings you can even define where the information should be displayed/printed. In the following sections you will learn more about the available print settings.
To define the print settings for a report, proceed as follows:
Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for the Beyond Reports Setup page and click on the corresponding search result. BEYOND Reports Setup
From the list, select the report for which you want to define the print settings. If you want to define uniform print settings for all reports, we recommend using the setup wizard. For more information, see the Setup Wizard chapter.
The report card is displayed. Under the Print Settings area, you can choose between the following settings and your values:
Use the print setting Print document header HTML text to specify whether HTML texts specified at document-level should be printed in the report.
Note
HTML Texts – Document-Level
BEYOND Reports allows you to use HTML texts in document lines and in the document header. For more information on HTML texts in the document header, see the section Create Document-Level Pre-Text.
You can choose between the following values: Don't Print: If you select this option, the HTML texts you have stored for the document header (document-level text) will not be printed. Print: If you select this option, the HTML texts for the document header (document-level text) will be displayed and printed in the report.
HTML Text on Document-Level
Document Line HTML Text
Use the Document Line HTML Text print setting to specify whether HTML texts specified on the document card for lines should be printed in the report.
Note
HTML Texte – Line-Level
BEYOND Reports allows you to use HTML texts on document-level and on line-level. For more information on HTML texts on line-level, see the sections Create Line-Level Pre-Text and Create Line-Level Post-Text.
You can choose between the following values: Don't Print: If you select this option, the HTML texts you have defined for the document line(s) will not be printed. Print: If you select this option, the HTML texts for the document line(s) will be displayed and printed in the report.
HTML Text in Document Line
Description 2
Use the Description 2 print setting to specify whether and how the value specified on the item card in the Description 2 field should be printed in the report.
You can choose between the following values: Don't Print: If you select this option, no additional information from the Description 2 field (from the item card) will be displayed or printed in the report. Print: If you select this option, the information specified (on the corresponding item card) under the Description 2 field will be displayed or printed in the report. The information will be printed directly after the description of the item. “Print” OptionPrint as new Line: If you select this option, the information specified (on the corresponding item card) under the Description 2 field will be displayed or printed in the report. Unlike the Print option, the information is printed on a new line. “Print as new Line” Option
Lines Without Quantity
Use the print setting Lines Without Quantity to specify whether lines with the value 0 in the field Quantity (or no vlaue stored for the Quantity field) should be printed in the report.
You can choose between the following values: Don't Print: If you select this option, no lines with the quantity 0 or no deposited quantity will be displayed or printed in the report. Print: If you select this option, lines with the quantity 0 or no value stored for the Quantity field will be displayed or printed in the report. Print Lines without Quantity in Reports
Page Number
Use the Page no. print setting to specify whether page numbers should be printed in the report.
You can choose between the following values: Don't Print: If you select this option, no page numbers will be displayed or printed in the report. Print Top: If you select this option, page numbers will be displayed and printed in the upper page area of the report. Print Page Numbers at the Top Right Corner of the ReportPrint Bottom: If you select this option, page numbers will be displayed and printed in the bottom page area of the report. Print Page Number at the Bottom Right Corner of the Report
Item No.
Use the Item No. print setting to define which item numbers should be printed in the report. With BEYOND Reports you can set to print your company's item number or the vendor's item numbers in the report.
You can choose between the following values: Print: Select this option to specify for the report to print item numbers of your company in the report. Print Vendor Item No.: Select this option to specify for the report that vendor item numbers should be printed in the report instead of your company's item numbers. Print Vendor Item Numbers in the Report
Signature Area
Use the Signature area print setting to specify whether one or more areas for signatures should be printed in the report.
You can choose between the following values: Don't Print: Select this option to specify that no area for one or more signatures should be printed in the report. Print: Select this option to specify that areas for two signatures should be printed in the report. One area is printed in the report for your employee's signature and one for the business partner's signature (vendor for purchase reports and customer for sales reports). Signature Areas in the ReportPrint Customer/Vendor: Select this option to specify that only the signature area for the business partner (vendor signature area for purchase reports or customer signature area for sales reports) should be printed in the report. Vendor Signature Area in Purchase QuotePrint Employee: Select this option to specify that only the employee signature area for your company should be printed in the report. Employee Signature Area in Sales Quote
Barcode
Use the Barcode print setting to specify whether a barcode should be printed in the report. The barcode represents the document number as a barcode (Code 128).
You can choose between the following values: Don't Print: Select this option to specify that no barcode should be printed in the report. Print: Select this option to print a barcode in the report. The barcode will be printed between the set header picture and the document lines. Print Barcode in Report
Position No.
Use the Position No. print setting to specify whether numbers are to be printed for the document lines to identify the items. The item numbers make it easier to keep track of extensive reports.
You can choose between the following values: Don't Print: Select this option to specify that no position numbers should be printed in the report. Report without Position NumbersPrint: Select this option to specify whether position numbers are to be printed in the report. The position numbers are printed at the beginning of the report line. The incremental steps for the position number can be defined with the Increase Position No. print setting. Report with Position Numbers
Increase Position No.
Use the Increase Position No. print setting to specify in which steps the position number in the report should be increased. Enter an integer value in the input field. The numerical value entered will automatically be used as the starting value for the first position number in the report.
Font
Use the Font print setting to specify the font to be used in the report. Enter the font of your company in the input field.
Warning
Changes to the Font
Changing the font has a great impact on the report design. It can cause unwanted column breaks in reports. Check if the font change has affected the report design before creating new documents. We recommend that you refresh the preview each time you make a change and stitch test several reports of the corresponding report type for which you changed the font.
Font Size
Use the Font size print setting to specify the default font size in the report. Enter the font size in the input field.
Warning
Changes to the Font Size
Changing the font size has a great impact on the report design. It can cause unwanted column breaks in reports. Check if the font size change has affected the report design before creating new documents. We recommend that you refresh the preview each time you make a change and stitch test several reports of the corresponding report type for which you changed the font size.
Use BEYOND Reports
To use the configured reports from BEYOND Reports in Mircosoft Business Central, you need to set them as the default report to use.
To do this, proceed as follows:
Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for the Beyond Reports Setup page and click on the corresponding search result. BEYOND Reports Setup
Click Setup Report Selections from the menu bar.
A dialog box is displayed asking you which reports you want to use: Dialog Box to set default reports
Select the Beyond Reports option and click OK.
Note
Use Default Reports
You can switch back to the standard Business Central reports at any time. To do this, proceed as described above and confirm the dialog box with the Default Business Central Reports option selected.
You have successfully changed the default reports to be used in the system. Depending on the option selected in the dialog box, the reports from BEYOND Reports or the default reports from Business Central will be used. On the Beyond Reports Setup page, you can see which report template is used in your Business Central by looking at the checkboxes under the Active as Default column. When the check box is selected for a line, a report from BEYOND Reports is used. If the checkbox is disabled, the default report from Business Central will be used.
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