Copy a report from 2017 to 2018 on quicken for mac

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Set the Company field to the company in which you want to create the report layout. The Report Layout Selection window lists all the reports that are available in the company that is specified in the Company field at the top of the window. To create a custom layoutĬhoose the icon, enter Report Layout Selection, and then choose the related link. For more information about RDLC and Word report layouts, built-in and custom layouts, and more, see Manage Report Layouts. If there is no built-in layout for the type, then a new blank layout is a created, which you will have to modify and design from scratch. The new custom layout will automatically be based on the built-in layout for the report if one is available. When you add a new custom layout, you can choose to add an RDLC report layout type, Word report layout type, or both.

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To create a custom layout, you can either make a copy of an existing custom layout or add a new custom layout, which in most cases is based on a built-in layout.

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In Dynamics NAV, the term 'report' also covers externally-facing documents, such as sales invoices and order confirmations that you send to customers as PDF files.