Set up document publication reports

You can set up reports to be sent using the document publication functionality, as follows:

1. Select the Search icon , enter Document Publication Report Selection, and then choose the related link.
   The Document Publication Report Selection page opens.

2. Select an empty line to set up a report and enter the required information in the following fields:

   Field	Description
   Usage	Select the type of document the report is used for. You can select Custom if you want to use custom categories to extend the document publication functionality to pages that are not included in standard Business Central. For more information, see Set up custom categories.
   Report ID	Select the object ID of the report.
   Report Name	Specifies the name of the report.
   Output By	Select how the output of the report is used. The available options are: Blank: The system prints the report when using the standard Business Central printing process. Document Publication: The system prints or emails the report when using the document publication functionality. Both: The system emails or prints the report when using the document publication functionality and the standard Business Central printing process.
   Output Type	Select the output type you want the report to be sent in. The available options are: Blank, Print, and Email.
   Custom Category Code	Select a custom category code. This field is editable only when the Usage field value is set to Custom.
   Email Origin	Select which email address you want the system to use when sending the report via email. The available options are: Blank Fixed: The system uses the email address specified in the Email field. Document: The system uses the email address specified in the header of the document. Contact: The system uses the email address specified on the Contact Card page of the relevant customer or vendor card. Organizational Level: The system uses the email address of all customers or vendors that are setup with the organizational level specified in the Organizational Level Code field.
   Use for Email Body	Select the checkbox if you want the system to insert the summarized information, for example, invoice number, due date, and payment service link, to the body of the email. This checkbox is editable only when the Output Type field value is set to Email.
   Use for Email Attachment	Select the checkbox if you want the system to attach the report to the email. This checkbox is editable only when the Output Type field value is set to Email.
   Email	Enter the email ID you want the system to use when sending the report via email. This field is editable only when the Email field value is set to Fixed.
   Organizational Level Code	Select the organizational level that the system must consider when sending emails to the associated customers or vendors. This field is editable only when the Email Origin field value is set to Organizational Level.
   No. of Output	Enter the number of outputs of the report you want the system to print or email. This field value is set to 1 by default.
   Process By	Select how the system must process the report. The available options are: Blank User: You can manually publish the reports from documents using the document publication functionality. For more information, see Publish reports from documents. Job Queue: You can manually publish multiple reports of a document type or create batch jobs for the system to automatically publish reports when running the batch jobs. For more information, see Publish multiple reports and Schedule report publishing.
   Publish	Select the checkbox if you want the system to publish the report. This checkbox is selected by default when the Process By field value is selected.
   Dialog	Select the checkbox if you want the system to display the Document Publication dialog to review and edit reports when publishing reports from documents. This checkbox is not editable when the Process By field value is set to Job Queue.
   Document Filter Exists	Specifies whether a document filter is available for the report that can be used to filter the data in the report. For more information, see Apply document filters.

   The record is set up.

Additionally, you can:

• Filter the Document Publication Report Selection page with the Output By and Usage filters on the header level.
• Execute the Document Filter action to apply filters to reports on the Document Publication Report Selection page based on, for example, location code, sell-to customer number, and shipping method code. For more information, see Apply document filters.
• Set up which reports must be sent from sales or purchase documents for specific customers or vendors, respectively, on the Document Publication Layouts page. For more information, see Define document publication layouts.