Export Profiles

Managing Export ProfilesLink

Reports in Dynamics 365 Business Central can be exported to different file formats, e.g., they can be exported to a PDF, Word or Excel file. The Document Creator Export Profiles feature can be used to configure how reports with a Document Creator layout are exported to these file formats. You can find and manage all export profiles from the Document Creator Export Profiles page.

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Changing Export Profile SettingsLink

Selecting one of the export profiles on this page will open the Document Creator Export Profile page in which you can view and/or edit the settings for the export profile.

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The available settings are grouped into the following categories.

General SettingsLink

In the General group you will find settings to enter a Code and Description for the export profile.

PDF Export SettingsLink

In the PDF Export Settings group you can change how reports with a Document Creator layout are exported to PDF. For example, the PDF Compliance of the document can be changed, reports can be set up to be exported as Interactive Forms, or the quality of images and vector graphics in the resulting document can be changed in various ways. You can get more information about the purpose and impact of each of the the available settings from their respective tooltips, or from the "Export to Adobe Acrobat (PDF)" section in the designer manual.

Word Export SettingsLink

In the Word Export Settings group you can change how reports with a Document Creator layout are exported to Word. For example, you can change the export method, or use the Wysiwyg setting to make the output as close to the report layout as possible. You can get more information about the purpose and impact of each of the the available settings from the "Export to Word (RTF)" section in the designer manual.

Excel Export SettingsLink

In the Excel Export Settings group you can change how reports with a Document Creator layout are exported to Excel. For example, with the Data Only setting you can specify that only the data and not the headers/footers should be exported, or use the Seamless table setting to enable/disable the export of page footers and next page headers without table breaks. You can get more information about the purpose and impact of each of the the available settings from the "Export to Excel 2007" section in the designer manual.

Using Export ProfilesLink

By default each Document Creator layout will use the Default Export Profile configured in the Document Creator Setup page. The default value for this field is DEFAULT, which corresponds to the automatically generated standard export profile.

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You can change which export profile is used by a Document Creator layout by specifying an export profile code in the Document Creator Export Profile field on the Custom Report Layouts page.

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Note

If the Document Creator Export Profile field of the layout record is left empty, then the Default Export Profile will be used when the report is exported with that Document Creator layout in use.

Info

On the very first run of a report with a Document Creator layout, the DEFAULT export profile will be generated automatically if it does not exist yet.