What's new in Document Reporting: Word add-in (2026 release wave 2)
Word add-in for Document Reporting in the 2026 release wave 2: a company information dataset available in all Word layouts, editing in the table builder, new design building blocks, theme sample documents and header/footer layout templates.
- Introduction and overview
- Company information dataset
- Table builder improvements
- Design building blocks for layouts
- Theme and header footer samples
- Managing themes and layouts in Business Central
- Data sets and documentation
- Closing and resources
Overview
The video covers what is new in the Word add-in used to build Word layouts for Business Central reports. A pre-populated company information dataset (logo, name, address and other data from the company information card) is now available in every Word layout, so these fields no longer need to be encoded by hand. The table builder, in preview in wave one, now supports editing tables in the wizard.
It also shows a set of reusable design building blocks (address, field group, amounts, signature line, notes, and a hide-if logical control), sample documents for previewing theme changes, and the header/footer layouts that ship by default. It ends with a section on managing themes and layouts in Business Central, and on data sets and documentation.
Key points
- The data picker in the Word add-in got UX improvements and a new third option, Company information, alongside Report information.
- The company information dataset is available in every Word layout. It holds whatever is on the Company Information card in Business Central, such as logo, name and address.
- The table builder, in preview in wave one, now lets you go back and edit a table in the wizard, for example to add columns, instead of recreating it.
- Design blocks shown: address (sender, receiver and shipping in three columns, receiver only, or other choices), field group (label and data pairs in single or double stacked columns), amounts (visualizing calculations), signature lines (two types; signatures are used in the quality management module) and notes (selectable bullet count).
- These design blocks are not necessarily data-bound for now, just pure text, and will be used for all new body layouts in Business Central.
- The hide-if logical control hides or shows content based on a boolean value. Boolean expressions based on dataset values are planned for later.
- Theme sample documents (invoice, pick list, outstanding orders) help you preview how styles, fonts and colors change a document. They are not actual layouts.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| Company information dataset | generally available (roadmap Reduce complexity of report datasets), demoed | 0:29 | |
| Table builder editing | status not stated, demoed | 1:57 | |
| Address design control | generally available (roadmap Design document reports with the updated Word add-in), demoed | 3:13 | |
| Field group design control | generally available (roadmap Design document reports with the updated Word add-in), demoed | 4:05 | |
| Amounts design control | generally available (roadmap Design document reports with the updated Word add-in), demoed | 4:50 | |
| Signature line design control | generally available (roadmap Design document reports with the updated Word add-in), demoed | 5:03 | |
| Notes design control | generally available (roadmap Design document reports with the updated Word add-in), demoed | 5:26 | |
| Hide-if logical control | generally available (roadmap Use conditional visibility in the updated Word add-in), demoed | 6:01 | |
| Theme sample documents | generally available (roadmap Design document report themes with the updated Word add-in), demoed | 7:08 | |
| Header footer layout templates | generally available (roadmap Design header/footer layouts for document reports with the updated Word add-in), demoed | 8:29 | “we ship I think eight 10 different header footer layouts. If you want to create your own, you can also get some help from” (8:56) |
A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself.
Quotes
- 1:00 “So in the future when you need to create a report uh with a word layout, you don’t need to encode any of the”
- 1:57 “We also um worked on the table builder which was in preview in the wave one and it now supports editing”
- 2:40 “In the past that the table builder would would just allow you to put a table in, but now you can go back if”
- 2:53 “During our work on renovating um new layouts for reports, we invented um a design language of different kind of building blocks that we”
- 5:46 “these are examples of design blocks that we are adding not necessarily datab bound for now just pure text”
- 8:29 “This happens in business central under manage themes and header footer layouts. So here you can add your either your theme or your header”
- 8:56 “we ship I think eight 10 different header footer layouts. If you want to create your own, you can also get some help from”
- 9:39 “the company information is just uh whatever is in the company information card on Business Central.”
Disclaimers in the video
- 6:16 coming-later: later on you will actually be able to set boolean expression based on the data in the data set