Display Header Fields in Reports
BEYOND Reports allows you to show additional fields and their field values in the BEYOND Reports report templates and place them in three predefined areas. You can also change the field labels in real time in the report.
The contents in this chapter are divided into the following sections:
Display and Position Fields in Reports
This section describes how to add a field from the report header to the report template and position it in a predefined area.
To add and position a header field to the template, 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 add a report header field with the corresponding field value to the report template, click on the value under the Report Area column in the displayed list. For the following description, we have selected the Sales - Quote report card.
- The report card is displayed.
- Scroll down to the Field Placement tab.
- From the dropdown list, select the area where you want to add a report header field:
Display and Place a Report Header Field
- Top Left (1): Select this area to display a report header field (left-aligned) between the address and the document lines.
- Top Right (2): Select this area to display a report header field (right-aligned) between the address and the document lines.
- Bottom (3): Select this area to show a report header field below the total and above the setup footer picture.
Available Placement Areas for Header Fields
- Select the report header field to be displayed from the dropdown list under the Field column.
The live preview of the report is automatically updated to show the report header fields you set. You can also customize the field captions (see Edit Field Captions) and use placeholders in captions (see Use Placeholders in a Field Caption).
Edit Field Captions
This section describes how to change a field caption for a displayed field.
To change a field caption for a displayed field in the report template, 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 a field caption for a header field in a report template, click the value under the Report Area column in the list that is displayed. For the description below, we have selected the Sales - Quote report card.
- The report card is displayed.
- Scroll down to the Custom Report Captions tab.
- From the dropdown list under the Field column, select the field for which you want to change the field caption.
- In the input field under the New Language Code column, specify the code for the language (for example, DEU for German). If you want to change the field caption to your client language, you can omit this field.
- In the input field under the New Caption column, specify the new caption for the field.
Note
HTML formatting possible
You can use HTML elements to format field captions, free text, for placeholders and/or words. How to apply these HTML elements and format texts/words with them is described under the corresponding sections under the Use HTML Elements to Format Texts chapter.
Note
Use Placeholders in Field Labels
BEYOND Reports allows you to use values of fields in field captions. This feature requires the setup of so-called placeholders for reports. For more information about this, see the Use Placeholders in Field Captions section.
You have edited the field caption.
The displayed report in the preview is automatically updated and shows your change of the field caption.
