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Business document management repeatable header/footer for every new page

Noah Crauwels on 6/18/2020 10:13:27 AM
Currently, the available templates for Business Document Management are all Excel templates.

To create professional document layouts, the concept of header/footer is very important.
Inserting an Excel header/footer is no option as these cannot be bound to the data source.

The result is that we have to create a document header/footer in the 'normal' Excel fields, where we lack the option to have the header/footer repeated on every new page.

--> There should be a possibility to indicate sections of the business document that we want to have repeated on every new page when generating a lengthy document
Category: Reporting and Analytics
STATUS DETAILS
Completed
Ideas Administrator

Nikolay Selin (administrator) on 2/19/2022 10:01:51 AM

Thank you for your feedback.

In version 10.0.22 and later, in your editable ER format you can use the Page component to control report pagination and use ER formulas to fill in page header and page footer in a generated report.

Please refer to the following links for more information:

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-fillable-excel?toc=/dynamics365/finance/toc.json#page-component

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-paginate-excel-reports?toc=/dynamics365/finance/toc.json

Sincerely,

Nikolay Selin,

Senior Program Manager, 

Microsoft.

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RE: Business document management repeatable header/footer for every new page

Odd Sverre Volle on 11/5/2021 3:11:35 PM

This functionality is needed for Business Document Management

Category: Reporting and Analytics

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RE: Business document management repeatable header/footer for every new page

Marianna Vallazza on 2/25/2021 2:58:14 PM

Really a must, most invoices and similar documents contain a header and/or footer with company information that must be repeated.

Category: Reporting and Analytics