Report Layout Pro – User Documentation

Professional Report Layouts in Just a Few Clicks

Report Layout Pro revolutionizes the design of your Business Central reports and documents. Create professional, customized documents with dynamic text blocks, customizable letterheads, and digital signatures – no programming knowledge required.

🎯 Perfect for Your Business

Report Layout Pro is ideal for:

✅ Companies with high demands for professional document design
✅ Businesses with multilingual relationships
✅ Organizations with location-specific or customer-individual texts
✅ Companies looking to save time during document processing
✅ Businesses requiring consistent corporate design standards

💡 Your Benefits at a Glance

Time Savings

Automatic Text Blocks: Recurring texts are inserted automatically
Intelligent Assignment: Texts based on customer, vendor, or location
Fast Entry: No manual input of standard texts anymore

Professionalism

Corporate Design: Consistent appearance of all documents
Letterheads & Signatures: Professional layouts with company branding
Formatted Texts: Rich text editor for appealing text design
Visual Indicators: Document tags for important information (e.g., URGENT, EXPORT)

Flexibility

Multilingual: Manage texts in any number of languages
Text Groups: Organize texts by customer groups, products, or regions
Multiple Layouts: Different output formats (print, email, item tracking)
Validity Periods: Start and end dates for seasonal or temporary texts

Innovation

AI-Powered Translations: Copilot translates your texts automatically
Rich Text Editor: Formatting, lists, tables, and links
PDF Preview: See your document before printing
Signature Capture: Capture digital signatures directly

🚀 Main Features

1. Advanced Text Management

Dynamic Text Blocks for All Documents

Create reusable text blocks and assign them intelligently:

Headers: Greeting texts, introductions
Line Texts: Product descriptions, technical details
Footers: Payment terms, delivery notes, legal information

Intelligent Assignment:

By Text Groups (e.g., Premium Customers, Export, Standard)
By Language (automatic selection based on customer language)
By Location (location-specific information)
By Validity Period (seasonal promotions, time-limited notices)

2. Report Configuration System

Professional Layouts with Letterheads and Signatures

Design your reports consistently and professionally:

Letterhead Header: Upload your company logo and design
Letterhead Footer: Footers with contact details, bank information
Digital Signatures: Up to two signatures per document
Reusable: One configuration for all documents

Supported Document Types:

Sales documents (quotes, orders, invoices, credit memos)
Purchase documents (orders, invoices, credit memos)
Service documents (service orders, service invoices)
Transfer orders

3. Rich Text Editor (V2.0)

Formatted Texts with HTML Support

Create appealing, formatted documents:

✏️ Bold, Italic, Underline
🎨 Colors and Fonts
📋 Bullet Points and Numbered Lists
🔗 Hyperlinks and Tables
🖼️ Images and Graphics

4. Multiple Layout Variants

Different Output Formats for Every Purpose

Each report in different variants:

Standard: Classic print layout
Email: Optimized for email sending
ItemTracking: With lot/serial numbers
Prepayment: For prepayment invoices

140+ predefined layouts for all standard BC reports.

5. Document Tags

Visual Indicators on Documents

Mark important documents:

🔴 URGENT: Urgent processing required
⚠️ FRAGILE: Careful transport
💰 PREPAID: Already paid
🌍 EXPORT: Export document
📦 PARTIAL: Partial delivery

Freely configurable with your own texts, colors, and symbols.

6. Copilot Translations (Cloud)

AI-Powered Translations with One Click

Microsoft Copilot translates your texts automatically:

9+ languages supported (DE, EN, FR, ES, NL, DA, IT, and more)
Lightning-fast translation of complete text blocks
Context-aware: Considers technical terms and industry
Cloud only: Available in Business Central Online

📋 Supported Document Types

Report Layout Pro works with all important Business Central documents:

Sales

✅ Sales Quotes
✅ Sales Orders
✅ Sales Invoices
✅ Sales Credit Memos
✅ Sales Shipments
✅ Posted Documents

Purchase

✅ Purchase Orders
✅ Purchase Invoices
✅ Purchase Credit Memos
✅ Purchase Receipts
✅ Posted Documents

Service

✅ Service Quotes
✅ Service Orders
✅ Service Invoices
✅ Service Credit Memos

Other

✅ Transfer Orders
✅ Customer Statements
✅ Vendor Statements

🌍 Multilingual Support

Report Layout Pro supports the following languages out-of-the-box:

🇩🇪 German (Germany, Austria, Switzerland)
🇬🇧 English (US, UK, Ireland)
🇳🇱 Dutch
🇪🇸 Spanish
🇩🇰 Danish

Unlimited Languages: You can add any number of additional languages.

💼 Industry Solutions

Report Layout Pro can be used across all industries:

Trade: Product descriptions, delivery terms, return policies
Manufacturing: Technical specifications, safety notices, processing instructions
Services: Service descriptions, terms of service, service level agreements
E-Commerce: Shipping notices, returns management, customer information
Export: Customs notices, Incoterms, language-specific documents

🔧 Easy Setup

Step 1: Installation

Install Report Layout Pro from Microsoft AppSource with one click.

Step 2: Basic Configuration (5 minutes)

Define number series
Activate options (Copilot, Rich Text, Letterhead)

Step 3: Create Text Groups

Create text groups (e.g., „EN-Standard“, „DE-Export“)
Assign text groups to your master data (customers, vendors)

Step 4: Create Texts

Create text blocks (header, line, footer)
Use the rich text editor for formatting
Define validity periods

Step 5: Report Configuration (optional)

Upload letterhead (header and footer)
Add digital signatures
Assign configurations to your reports

Done! Texts will now be automatically inserted into your documents.

📊 V2.0 vs. Legacy Reports

Report Layout Pro offers two report generations:

Legacy Reports (BC24-26)

Simple text mode
Basic layout functions
Compatible with older BC versions

V2.0 Reports (BC27+)

✨ Rich Text Editor with HTML formatting
✨ Multiple Layout Variants (Standard, Email, ItemTracking)
✨ RDLC + Word Layouts usable in parallel
✨ Extended Letterhead Functions
✨ Optimized Performance

Recommendation: Use V2.0 Reports for maximum functionality.

🎓 Training & Support

Documentation

Online Help: Accessible directly from Business Central
User Documentation: Step-by-step instructions
Video Tutorials: Practical guides (planned)

Support

Email Support: [email protected]
Phone: +49 (0) 8821 9664-0
Partner Network: Certified Microsoft partners worldwide

Best Practices

Tips for optimal use
Industry-specific templates
Workflow recommendations

🏆 Why Report Layout Pro?

Feature	Without Report Layout Pro	With Report Layout Pro
Text Blocks	❌ Manual entry for each document	✅ Automatically inserted
Multilingual	❌ Manage separate texts per language	✅ Intelligently assigned by customer
Formatting	❌ Plain text only	✅ Rich text with formatting
Letterhead	❌ Manually build into reports	✅ Centrally configurable
Signatures	❌ Add externally	✅ Directly in the system
Translations	❌ Translate manually	✅ Copilot translates automatically
Layout Variants	❌ One layout for all purposes	✅ Email, print, ItemTracking separate
Time Required	⏱️ 5-10 min. per document	⏱️ <1 min. per document

💰 Pricing & Licensing

AppSource Subscription:

Flexible subscription model
Per user/month
No setup fees
30-day free trial

Included Services:

✅ All features (Advanced Text, Report Config, Rich Text, Document Tags)
✅ All V2.0 Reports (140+ layouts)
✅ Updates & upgrades included
✅ Email & phone support
✅ Online help & documentation

Additional Options:

Copilot translations (Cloud version, included in subscription)
Customizing & consulting (on request)

Current prices can be found on Microsoft AppSource.

🚀 Get Started Now

1. Try for Free

Install Report Layout Pro from Microsoft AppSource and try it free for 30 days.

2. Request Demo

Schedule an appointment for a personal online demo with our team.

3. Contact Partner

Get advice from a certified Microsoft partner.

4. Buy Now

Purchase Report Layout Pro directly through Microsoft AppSource.

📞 Contact

VISIONDATA GmbH

📧 Email: [email protected]
📞 Phone: +49 (0) 8821 9664-0
🌐 Website: https://www.visiondata.de
🏢 Address: Bahnhofstraße 29, 82467 Garmisch-Partenkirchen, Germany

Support Hours:
Monday – Friday: 08:00 – 17:00 (CET)

🔗 Related Links

🌐 Microsoft AppSource: Install app
📖 Online Help: https://www.visiondata.de/dokumentationen/report-layout-pro-app-en
📋 Privacy Policy: https://www.visiondata.de/datenschutz/
📄 Terms: https://www.visiondata.de/allgemeine-geschaeftsbedingungen/
💼 About VISIONDATA: https://www.visiondata.de

⚡ Quick Start Checklist

After installation:

✅ Open setup and configure number series
✅ Activate options (Copilot, Rich Text, Letterhead)
✅ Create first text group (e.g., „EN-STANDARD“)
✅ Assign text group to a test customer
✅ Create first Advanced Text (e.g., payment terms)
✅ Create test document and check texts
✅ Create report configuration (optional)
✅ Upload letterhead (optional)
✅ Print test document and check result

Done! You’re now using Report Layout Pro productively.