Table of Contents

Setup Configurable Reports

The timber solution adds it's own configurable reports. It is possible to define a custom logo and change header and line information. All these changes can be done inside Business Central.

Initialize default settings for timber reports

  1. Choose the Search icon, enter Timber Report Setup, and then choose the related link.
  2. Choose the Init Initial Setup action.
  3. In the dialog box that opens, click Yes to overwrite all existing report settings and initialize all reports, or click No, to only add new reports.
Important

If you overwrite the current setup, all custom settings are lost. The reports will be set back to default settings.

  1. A second dialog box appears. Click Yes to continue.
  2. The default reports are now added to the timber report list and can be configured.

There are several parts of the reports that can be configured. In the following section the logo, header and line information will be explained.

Note

For header and footer there are three placement options: left, center and right.\

Dimensions

The size of the logo is important and it is different depending on the position. The logo can grow/shrink proportionally, so please make sure to use the correct ratio. The size in cm is the maximum size of the logo control. The logo will be scaled to fit the control.

Position Header Footer
Left/Right 1 : 1,8 (6,6 cm x 3,7 cm) 1 : 3 (6,4 cm x 2,13 cm)
Center 1 : 5 (18,5 cm x 3,7 cm) 1 : 8 (18,5 cm x 2,3125 cm)

Formats

JPEG and PNG are the common formats – JPEG has a higher compression but depending on the logo it does not look well. In this case you should choose PNG.

  1. Choose the Search icon, enter Timber Report Setup, and then choose the related link.
  2. On the Pictures & Default Logo FastTab, choose the Plus icon to add a picture for the header and footer section of the report.
Note

It is not required to add a footer picture, it is also possible to print the information from the company information.

  1. Choose the Report tab in the ribbon and click on Reports.
  2. Select the report that should be changed and click Edit.
  3. On the Timber Report Header Setup page, on the Logo FastTab, create a new entry and add the value 5041568 to the Table ID field.
  4. Choose the header logo position in the Header Logo Align field and header logo on the Header Logo Field ID field.
  5. Choose the footer logo position in the Footer Logo Align field and footer logo in the Footer Logo Align ID field.
  1. Choose the search icon, enter Responsibility Centers, and then choose the related link.
  2. Choose a Responsibility Center in the list.
  3. On the Report FastTab, choose the Plus icon to add a picture for the header and footer section of the report.
Note

It is not required to add a footer picture, it is also possible to print the information from the company information.

Set up custom header information

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Select the report that should be changed and click Edit.
  3. On the Timber Report Header Setup page, on the Header FastTab, choose the left or right header to create a new entry.
  4. In the Table ID field, choose the Edit button to select a table out of a predefined list.
  5. If the selected Field ID has a relation with a table, the Relation Table ID field and Relation Table Name field will be filled automatically.
  6. In the Relation Field ID field choose the Edit button to add a Relation Field on the condition that the Relation Table ID is linked .
  7. Select the Bold, Italic or Underline check box to define a font style.
  8. Select the Always Print Caption check box to print the caption, even if there is no data.
Note

The system will use the Field Name as a description. You can change this with Translations.

Follow the first three steps as described above in Set up custom header information, then:

  1. On the FastTab Header, select the line that should be changed.
  2. Click on the text Left Header or Right Header and choose Translations.
  3. Choose the missing language in the Language Code field.
  4. Enter the description in the Description field.
Note

For more detailed information on your report, follow the first three steps as described above in To setup custom header information, then:

For example you want to add the name of the Salesperson:

  1. On the FastTab Header, add a line where it is needed.
  2. Choose Sales Header in the Table ID field and add Salesperson Code to the Field ID field.
  3. In the Relation Field ID field click on the search and choose Name.

The Relation Field Name field will be filled automatically.

Set up custom line information

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Select the report that should be changed and click Edit.
  3. On the Timber Report Header Setup page, on the Lines FastTab, click on the Lines field and choose New of there is nothing yet. Else click on the Text field.
  4. On the Timber Report Line Caption page that opens, add the information that you want print in the report to the Text field.
  5. Choose what to apply to in the Applies to Type field.
  6. Select the Bold, Italic or Underline check box to define a font style.
  7. On the Placeholder FastTab, create a new line.
  8. In the Placeholder Type field, choose the drop-down arrow and choose the Table Field option, if a reference to a table field is needed, or choose the Special Value option, to select a predefined value that will be calculated when the report is executed.
  9. Choose the Placeholder Field Name field out of a predefined list.
  10. The Relation Table Name field and Relation Field Name field will be filled automatically.
  11. Choose the Text Format String field out of a predefined list.
  12. Add the placeholder to your text with %x (x is the Placeholder Id).
Important

The Placeholder ID must be the same as it is used in the text.

Note

The system will normally use the Placeholder Field Name descriptions. You can change this with Translations.

Adding a translation can be done in 2 ways:

  1. On the Timber Report Line Caption page, click translation at the top of the ribbon.
    or
  2. On the Timber Report Header Setup page, on the FastTab Lines, click on the text Lines and choose Translations.

then

  1. Choose the missing language in the Language Code field.
  2. Enter the description in the Description field.
Note

For example you want to add net weight:

  1. Add Net %1 to the Text field .
  2. Placeholder Id field will be filled automatically with the number 1.
  3. Choose Placeholder Type Table field.
  4. Placeholder Table Name will be filled with Sales Line.
  5. Choose Net Weight in the Placeholder Field Name field.
  6. Since there is no related Relation Table, Relation Table Name field and Relation Field Name field are blocked.
  7. For the Text Format String field, click and choose DEC2 from the predefined list. The weight will be rounded to 2 decimals.

Set up custom report titles

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Select the report that should be changed and click Edit.
  3. Change the Title field to customize the report title.
Note

You can also add translations to the title by clicking on the Title Translations action.

Set up document references for comment filtering

Document references provide flexible control over which comment lines appear on sales, purchase, transport and transfer reports. This system replaces the previous fixed list of reference options (None, Shipment Reference, Shipment Reference (intern), Invoice Reference) with a customizable configuration.

The new document reference system allows you to:

  • Create custom document reference codes to replace the predefined reference options
  • Assign document reference codes to specific reports
  • Control comment visibility across different document types
  • Manage comment transfer between sales and purchase documents centrally

Create document references

  1. Choose the Search icon, enter Document References, and then choose the related link.
  2. Choose New to create a new document reference.
  3. Enter a Code (e.g., SHIPMENT, INVOICE, INTERNAL).
  4. Enter a Description for the document reference.
  5. Select the Internal check box if the reference should only appear when Show Internal Info is enabled on reports.
  6. Select the Copy to Purchase Document check box if comments with this reference should be copied from sales to purchase documents.
  7. Choose the Report Assignments action to view which reports will display comments with this reference.
Important

The Copy to Purchase Document flag fundamentally changes comment transfer behavior:

Previous behavior: Only comments with specific reference values (Shipment Reference) or without any reference (None) were selectively copied based on context.

New behavior: ALL document references with the Copy to Purchase Document flag enabled are automatically copied when creating purchase documents from sales documents. This provides more flexibility but is less restrictive than the previous selective copying method. The Document Reference setup now centrally controls which comments transfer during copy operations.

Assign document references to reports

  1. Choose the Search icon, enter Timber Reports, and then choose the related link.
  2. Select the report that should be configured and choose Edit.
  3. On the Timber Report Header Setup page, choose the Document Reference Assignment action.
  4. On the Document Reference Report Assignments page, add the document references that should appear on this report.
  5. For each assignment, select the Document Reference Code from the list of available references.
Note

Comments appear on reports based on the document reference setup configuration, providing targeted comment visibility. This centralized approach replaces previous fixed system limitations.

Use document references in comment lines

  1. Open a sales order, purchase order, transfer order, or other document that supports comments.
  2. Add a comment line and select the appropriate Document Reference Code from the drop-down list.
  3. The comment will now only appear on reports that have this document reference assigned.
Tip

You can set a default document reference code for sales comment line groups. When you select a comment group, the default document reference is automatically applied to the comment line.

Extended text lines with document references

  1. Choose the Search icon, enter Items, and then choose the related link.
  2. Select an item and choose Extended Texts.
  3. On an extended text line, select the Document Reference Code to control on which reports this extended text should appear.
  4. When the extended text is copied to a document, the document reference is transferred to the comment line.

Customer and vendor reference comments

  1. Choose the Search icon, enter Customers or Vendors, and then choose the related link.
  2. Select a customer or vendor and choose Comments.
  3. Add a comment line and select the Document Reference Code to control visibility on reports.
  4. Comments with internal document references will only appear when Show Internal Info is enabled on the report.