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Change Default Report


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  • Jr Varsity II
  • 26 replies

I found several other people asking this question, but none of the workarounds work for my situation. I have one report I want to use as the default for several Mailing IDs. I want to set the same Report ID for Mailing ID ‘SO INVOICE’, ‘SALES ORDER’, and ‘QUOTE’ to replace the default report used in the Sales Orders > Print Sales Order and Email Sales Order actions, the Sales Quote > Print Quote and Email Quote actions, and the Sales Orders > Invoices > Print Invoice and Email Invoice actions. 

So far I have tried to change the SO Invoice report. I set it in Sales Order Preferences > Mailing & Printing: 

I also set it on customer classes so the customer on the sample sales order I am testing with shows it should use the new template:

But when I use any action I can to print the sales order, I still get SO.64.10.10 as the report:

Are there more places I could assign the report ID? Does anyone have a working example of this?

I’ve seen workarounds like:

  1. Change the new report to use the old report’s number (I want to replace 3 reports with 1 and this defeats the purpose)
  2. Do something with Automation Steps (no longer available in 24R2)
  3. Create a wrapper report under the old name and embed the report you really want as a subreport (this causes the report to all land on one very tall page)

Thanks for reading.

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