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Import and Export a Report and Document Layout
You can import and export an existing custom report layout as a file to and from a location on your computer and network.
brentholtorf
conceptual
al
9652, 9650
04/01/2021
bholtorf
dynamics-365-business-central
bholtorf

(Legacy) Import and Export Custom Report Layouts

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You can import and export an existing custom report layout as a file to and from a location on your computer and network. For example, you can export a report layout, and then send the file to another person to modify. That person can then make the modifications to layout and return the file to you so that you can import it back.

Important

You cannot import or export built-in report layouts.

To export a report layout to a file

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Report Layout Selection, and then choose the related link.

  2. Select the row for the report that contains the custom report layout that you want to export, and then choose the Custom Layouts action.

  3. On the Report Layouts page, select the report layout that you want to export to a file, and then choose the Export Layout action.

  4. In the Export File dialog box, choose the Save button, and then save the file to a location on your computer or network.

To import a report layout file

  1. Make sure that the relevant file that defines the report layout is available on your computer or network.

    A Word report layout file must have the .docx file type extension. An RDLC report layout file must have the .rdlc or .rdl file type extension.

  2. Choose the Lightbulb that opens the Tell Me feature. icon, enter Report Layout Selection, and then choose the related link.

  3. Select the row for the report to which you want to import the report layout, and then choose the Custom Layouts action.

  4. On the Report Layouts page, select the report layout to which you want to import the file, and then choose the Import Layout action.

  5. In the Import dialog box, select the document that defines the report layout, and then choose the Open button.

The original custom report layout is replaced with the imported report layout.

See Also

Create and Modify a Custom Report Layout
Managing Report and Document Layouts
Work with Reports, Batch Jobs, and XMLports

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