HOWTO: Enable the email preview for RDLC based Reports for Business Central 2023 Wave 1 (BC22) and earlier ZTN4614 Matt Payne / Wednesday, August 14, 2024 This Zetadocs technical note applies to: Zetadocs - AP automation and bulk emailing. Business Central 2023 Wave 1 (BC22) and earlier. Customers using existing Zetadocs Templates that they want to have an editable email preview of before sending. Summary This technote will explain how to enable the email preview before sending an RDLC based report in Business Central by converting the Zetadocs Template into a Email Body Word Layout for the report. More information There are two main options depending on what data you want to use in the email body, if you have existing Zetadocs Templates and only need the data available in those then follow the steps below. Otherwise, if you want the full report data then follow these instructions on how to create the email word layout. If you are using Business Central 2023 Wave 2 (BC23) and later follow the instructions in this technote ZTN4612 instead. Steps: Ensure you have upgraded to at least version 3.0.24200 of the Zetadocs extension. Open the Zetadocs Template for the report you want an editable email preview for in the Zetadocs Client. Copy the contents of the email body and the paste this into a new Word document and save the file. In Business Central go to the Custom Report Layouts page and click New. Fill in the Report ID, select “Insert Word Layout”. For example: Click Ok then on the Custom Report Layout you have just created go to Layout -> Import Layout and you will be prompted to upload the word file you saved in Step 3. Now go to the Report Selections page for the relevant report. Under Email Body Layout Description select the Layout you just created. Tick the “Use for Email Body” checkbox. Test this by going to the reports page and Actions -> Zetadocs -> Send and you should see an E-Mail Preview section on the Zetadocs Delivery page with the contents of your layout. For Example: Repeat the above steps for any other reports you want to use the email preview for. References ZTN4612: HOWTO: Enable the email preview for RDLC based Reports for Business Central 2023 Wave 2 (BC23) and later Last updated: 28th August 2024 (MP/NT) Keywords: Delivery, Email Layout, Word Layout, RDLC Reports, Email Preview