Recently one of our clients had an issue sending out reports in a custom template that was different than the default report. An administrative user need only to follow these steps for the solution as well as viewing all of your custom report templates at a glance. Essentially, the admin user will be setting the desired report template as the default, so that when the email is created it would be in the correct format.

This method can be used for any type of report including invoices and quotes. If it is only a one-time send, then this process may be repeated to reselect the original template as the default and return to business as usual.

Here are the detailed steps to the solution:

1. Begin by navigating to the Report Layout Selection page. Click the Search icon and type in Report Layout Selection. Then, select the Report Layout Selection link.
   
2. Within the search, type in 1306 (for a Sales Invoice modification)
   
3. Click Select Layout
   
4. Then, from the below list, select the Summary Invoice. Then click Ok.
   To change it back to the Detailed invoice, you may start from step 3 and change it back to the Detailed Invoice.
   

For more information on this process or questions about Microsoft Dynamics 365 Business Central capabilities, please reach out to us at Support@lime-falcon-860444.hostingersite.com or click here to schedule a free consultation with one of our experts.