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Setting up Report Selection Attachment

Report Selection gives you control over which report layout is used for each document type. This ensures that documents such as invoices or quotes are automatically sent with the correct layout, eliminating the need for manual selection.

Using Report Selection for Layouts in Document Dispatch Profiles

Report selection allows you to control which report layout is used for each document. This ensures that, for example, invoices or quotes are automatically sent with the appropriate layout without manual selection.

To configure report selection, follow these steps:

  1. Use the search to open the Document Dispatch – Dispatch Profiles.
  2. Select a dispatch profile in which you want to configure the report selection.
  3. Navigate to the Dispatch Profile Attachments section.
  4. Add a new attachment and select Report Selection as the type.
  5. Enter a suitable description and select the desired object.
  6. Click on Options and choose a file caption.
  7. Also define the desired report selection usage.
  8. To add additional layouts, use the search to open the corresponding report selection area (e.g. "Report Selection – Sales") and configure the required settings there.

See also