Beyond Reports
About This Extension
Beyond Reports is an extension for Microsoft Dynamics 365 Business Central.
It is developed by:
BEYONDIT GmbH
Schauenburgerstraße 116
24118 Kiel
Germany
info@beyondit.gmbh
+49 431 3630 3700
Beyond Reports enables you to quickly and easily design reports in Business Central. The solution allows you to customize a given basic design in a very short time and extend it with various elements and information:
- Implement specific report change requests such as a digital “stationery” (with report header, footer, and watermark) with just a few clicks.
- Change the field captions in a report such as “Sales Quote” to “Quote” in less than a minute - without re-logging or any programming.
- Display deafult fields and select from three possible positions where and in which order they should be printed in the report.
- Add a barcode to your report so that you can match it by scanning it when needed.
- Enhance the report with pre and post-texts, HTML text, and free text to customize the reports the way you need them.
- Use placeholders (customizable per language) to include values from header fields in free texts.
Note
For more information on the configuration options with Beyond Reports, please refer to the Configure Reports chapter.
Supported Reports
The basic design of Beyond Reports allows customization of the following reports:
| Sales | Purchase | Service | Reminders |
|---|---|---|---|
| Sales Quote | Purchase Quote | Service Quote | Issued Reminders |
| Sales Order | Purchase Order | Service Order | Reminders |
| Sales Shipment | Purchase Shipment | Service Item Worksheet | |
| Sales Invoice | Purchase Invoice | Service Shipment | |
| Sales Credit Memo | Purchase Credit Memo | Service Invoice | |
| Blanket Sales Order | Blanket Purchase Order | Service Credit Memo | |
| Sales Return Order | Purchase Return Order | Service Warranty Claim | |
| Sales Return Receipt | Purchase Return Shipment | ||
| Pro Forma Invoice |
The latest version of this documentation can be found at the following link: Beyond Reports Documentation.
Note
Dependencies on or to other apps
Additional, basic applications are required to use Beyond Reports. The following applications are required to use Beyond Reports:
- Beyond License: Management of trial and full licenses for apps of BEYONDIT.
- Beyond Report Preview: App for viewing reports, receipts and documents in Business Central.
Documentation Information
| Version | Date | Autor | Comment |
|---|---|---|---|
| 1.0 | 10.07.2022 | Jannic Weidel | Initial (English) Version of the documentation |
| 1.1 | 14.06.2022 | Jannic Weidel | Added new chapters to the documentation |
| 1.2 | 15.05.2023 | Jannic Weidel | Added Chapter for assigning permission sets |
| 1.3 | 16.01.2024 | Jannic Weidel | Added Chapter to copy report configuration to other report templates |
| Document Access | public |