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Change Default on Reports #reportdefault

  • 1.  Change Default on Reports #reportdefault

    SILVER CONTRIBUTOR
    Posted Mar 25, 2020 09:02 AM
    Currently upon post and print our Check Register prints to our default printer.  With more users working remotely we want to change it to default to pdf so we can save them in a shared folder.  The report that prints is A_P Check Register-By Register. Where would I need to change the outpput from default printer to allow printer selection, or do auto print as a pdf?

    Thanks for any assistance,


    ------------------------------
    Julie Sebo
    Financial Projects Manager
    Hal Leonard Corporation
    Winona MN
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Change Default on Reports #reportdefault

    TOP CONTRIBUTOR
    Posted Mar 25, 2020 09:26 AM

    Julie,

    You can set up reports so that they must be printed on a specific printer from the Microsoft Dynamics NAV Windows client. The following are some uses of printer selection:

    TABLE 1
    To Set the following values
    Print a report to a specific printer for all users Specify values in the Report ID and Printer Name fields and leave the User ID field blank.
    Print all reports to a specific printer for a specific user Specify values in the User ID and Printer Name fields and leave the Report ID field blank.
    Set the default printer for all reports Specify a value in the Printer Name field and leave the User ID and Report ID fields blank.
    Print a specific report to the user's default printer Specify a value in the Report ID field and leave the Printer Name and User ID fields blank.
    Print a specific report to a specific printer for a specific user Specify values in all three fields.
    Printer Selections

    My example from NAV 2018. This is not possible at this time in Business Central.

    To set up printer selections for a report

    1. In the Microsoft Dynamics NAV Windows client, in the navigation pane, choose Departments, choose Administration, choose IT Administration, choose General, and then choose Printer Selections.

    2. On the Home tab, in the New group, choose New to add a printer selection for a specific report.

    3. In the User ID field, select whether the printer selection applies to a specific user.

    4. In the Report ID field, select the ID of the report to print. The Report Name field is automatically populated with the report name.

    5. In the Printer Name field, select from the list of available printers. The list of available printers is generated from the printers that are currently installed. Different users on different computers may see different options.

    6. Choose the OK button to close the page.

      The specified report is now set up to print to the selected printer. You can always change the printer selection in the Print dialog box.

      https://docs.microsoft.com/en-us/dynamics-nav/how-to--specify-printer-selection-for-reports


    ------------------------------
    Cynthia Priebe
    New View Strategies
    "The NAV & BC training and process experts"
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Change Default on Reports #reportdefault

    SILVER CONTRIBUTOR
    Posted Mar 31, 2020 09:45 AM
    Thank you so much for your help on this.  I see we only had one report set to pdf so far, our ACH Remittances.  Best Wishes

    ------------------------------
    Julie Sebo
    Financial Projects Manager
    Hal Leonard Corporation
    Winona MN
    ------------------------------

    Academy - Online Interactive Learning from Experts


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