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 Report Layout Selection

2025/12/12 • 6 min. to read

In this topic

• How to Set Up the NAVAX Document Text Report Layouts
• Available NAVAX Document Text Report Layouts
• Frequently Asked Questions
• Why are the NAVAX Document Text layouts not displayed in the selection list?
• Can I customize the NAVAX Document Text layout?
• Do I have to set up the layouts for all documents individually?
• What happens if I want to reset the layout to standard later?
• Are the texts also printed on posted documents?
• Troubleshooting
• Problem: No NAVAX Document Text layouts visible
• Problem: Texts do not appear on the printed document
• Problem: Layout cannot be selected
• Tips and Best Practices

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The Report Layout Selection window defines which layout should be used when printing a document. For document texts to be printed on A4 documents, the corresponding NAVAX Document Text report layouts must be set up.

How to Set Up the NAVAX Document Text Report Layouts

To set up the NAVAX Document Text report layouts, you must perform the following steps:

1. Open the Report Layout Selection page via search.
2. Select the desired report layout from the list.
   

   Tip

   Use the search term 117|118|210|404|405|406|407|408|410|1016|1302|1303|1304|1305|1306|1307|1308|1309|5900|5902|5911|5912|5913|5936|5970|5971|5972|5973|6631|6636|6641 to filter all documents that are supported by document texts.
3. In the Layout Type field, select the desired type (RDLC or Word). The available NAVAX Document Text layouts are displayed according to your selection.
   

   Note

   From Business Central 2024 Wave 2 (BC25) onwards, both layout types are available. In earlier versions, only RDLC layouts are available.
4. Click Select Layout to display the list of available report layouts.
5. Select the desired layout from the list. The layout provided by NAVAX Document Text is named NVXDT Standard Layout and can be found in the Report Name column.
   
6. Save your changes by clicking OK.

Frequently Asked Questions

Why are the NAVAX Document Text layouts not displayed in the selection list?

Make sure that in the Layout Type field, the RDLC or Word option is selected. From Business Central 2024 Wave 2 (BC25) onwards, NAVAX Document Text supports both layout types. In earlier versions, only RDLC layouts are available.

Can I customize the NAVAX Document Text layout?

Yes, you can download the layout via the Export Layout action, edit it with an RDLC editor, and then upload it again via Import Layout. Note that the document text fields must remain present in the layout.

Do I have to set up the layouts for all documents individually?

Yes, you must select the desired layout separately for each document type (e.g., Sales Invoice, Sales Quote). Use the search filter in step 2 to display all relevant documents at once.

What happens if I want to reset the layout to standard later?

Select the original standard layout from the list or click Reset Layout if available. The NAVAX Document Text layouts remain available for selection.

Are the texts also printed on posted documents?

Yes, the document texts are archived when posting and appear on the posted document reports (e.g., Posted Sales Invoice), provided that the corresponding NAVAX Document Text layout is also set up there.

Troubleshooting

Problem: No NAVAX Document Text layouts visible

Causes and Solutions:

• Layout type not matching: In the Layout Type field, select either RDLC or Word (from Business Central 2024 Wave 2 (BC25) onwards).
• NAVAX Document Text not installed: Check whether the NAVAX Document Text extension is installed and activated in the Extension Management.
• Permissions missing: Make sure you have sufficient permissions to manage report layouts.

Problem: Texts do not appear on the printed document

Possible Causes:

• Wrong layout selected: Check whether the NVXDT Standard Layout is set up for the report.
• No texts stored: Verify whether beginning texts, line texts, or ending texts have actually been entered for the document.
• Conditions not met: Check the validity conditions (language, document type, period) of the Extended Texts.
• Layout has been customized: If you have modified the layout, make sure that the document text fields are present in the layout.

Problem: Layout cannot be selected

Solution: A custom layout may already be active for this report. First reset the layout to a standard layout and then select the NAVAX Document Text layout.

Tips and Best Practices

• Use test environment: Test the layouts first in a test environment before using them productively.
• All documents at once: Use the search filter from step 2 to display all supported documents at once and set up the layouts in one go.
• Document customizations: If you customize layouts, document your changes so you can track them during updates.
• Use print preview: Use the print preview to check the result before actually printing or sending documents.
• Create backup: Export customized layouts as a backup before making major changes.

For more information, see Managing Report and Document Layouts