How users work with reports
User-facing report handling in Business Central: running, previewing, printing, scheduling and saving reports, managing saved settings for reports and batch jobs, and choosing default printers. It answers how-to questions about report request pages, filters, layouts and printer selection.
Path: Development > Programming in the AL language > Developing reports > How users work with reports · tier official · system development · narrative reviewed (checked by Opus)
Overview
This section covers what users do with reports after developers have built them. It has three pages and no subtopics. They cover running reports, keeping reusable settings, and choosing where output is printed.
Start with “Run and print reports in Business Central”. It explains how to run, preview, print and schedule a report, set filters, save output to a file, select a layout, and change language and format settings. Then read “Manage Saved Settings for Reports and Batch Jobs” to learn how to create, modify and share saved settings, so users get default options and filters on the request page. Finish with “Specify a Default Printer” to set printers for all print jobs or for specific reports.
Key points
- Reports can be run, previewed, printed and scheduled from Business Central.
- Report output can be saved to files such as PDF, Word or Excel.
- Users set filters and pick a layout on the report request page, and can change language and format settings.
- Saved settings for reports and batch jobs can be created, modified and shared with other users.
- Saved settings configure default report options and filters.
- A default printer can be set for all print jobs or for specific reports.
- Printer selection can be set at user or global level, for cloud printers and PDF output.
- The printer page mentions universal print, email printers and print job sizing.
Learn pages
- Manage Saved Settings for Reports and Batch Jobs: Describes hwo the admin can set up predefined options and filters for a report and share those settings with one or all users.
- Run and print reports in Business Central: Learn how to add a report to the job queue and schedule it to run on a specific date and time.
- Specify a Default Printer: Learn about the different ways to set up printers to be used by default for print jobs.
Business Central pages and reports
The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.
- Page 2650 “Email Printer Settings” · on Table 2650 “Email Printer Settings”
- Page 2750 “Universal Printer Settings” · on Table 2751 “Universal Printer Settings”
- Page 2752 “Add Universal Printers Wizard” · captioned “Add Universal Print Printers”
- Page 2753 “Universal Print Shares List” · captioned “Print Shares” · on Table 2752 “Universal Print Share Buffer”
- Page 2754 “Universal Printer Tray List” · captioned “Universal Printer Trays” · on Table 823 “Name/Value Buffer”
- Page 8900 “Administrator Main Role Center” · captioned “Administrator Role Center”
Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.