Publish a report to a menu path
You can publish RDD-generated reports to specific page actions and menu paths within Business Central, so that users can access reports directly from relevant pages such as production order cards or item lists. Published reports run pre-filtered with the appropriate record context from the hosting page.
To publish a report to a menu path, follow these steps:
-
Select the Search icon
, enter Report Profiles, and then choose the related link.The Report Profiles list page opens.
-
Select the report profile to publish.
The Report Profile Card page opens.
The report profile must be in Certified or Released status to publish.
-
Select Publish to Menu Path.
The publishing configuration page opens.
-
Select the target page by searching by page ID, name, or caption.
-
In the Menu Location field, select where the report should appear. The available options are:
- Page Reports Menu: Appears in the page's Reports menu
- Page Actions Menu: Appears in the page's Actions menu
- Navigation Menu: Appears in the navigation menu
- Role Center: Appears on the Role Center
-
In the Menu Caption field, enter the caption for the menu action.
The caption defaults to the report profile name and must be unique within the target menu group.
-
Optionally, configure parameter bindings to bind report parameters to page source fields (e.g., bind "Production Order No." to the page's No. field).
Unbound parameters will prompt the user at runtime. Data type compatibility is validated automatically.
-
Select Publish to make the report available on the target page.
The report appears immediately on the configured page without requiring a restart. When users select the report action, it opens with bound parameters pre-populated from the page context.