Zetadocs Report Settings

Report Settings

The Zetadocs Report Settings list is where Zetadocs enabled reports can be associated with a particular Zetadocs Document Set and therefore a rule definition for sending (template, delivery method, archiving settings, additional recipients). It is also where recipient information settings are specified and other report settings. During the Zetadocs Assisted Setup, default report settings are imported to support the standard Zetadocs Page Extensions.

NOTE: If you are using Document Layouts for Customers and Vendors, Zetadocs Delivery will default to use the Report ID and the Custom Report Layout for the report you have specified. Please ensure you have created Zetadocs report settings for the Report ID specified on the Document Layouts page.

To view the Zetadocs Report Settings page:

Open Business Central and use the search button to search for 'Zetadocs'.
Select Zetadocs Report Settings List from the search results.
Now click the Report ID to view its settings

The settings available are:

General

Field	Description
Report ID	The Report ID is unique value given to identify each report.
Report Name	This field is populated when the Report ID is selected.
Document Set No.	The Document Set No. corresponds to the key field of the Zetadocs System Rule Table linking the report to rules for its distribution.
Document Set Name	Contains the name of the rule that is being applied to the report, it is determined via the Document Set No. selection.
Default Batch Name	This field allows you to specify a name for the batch that will be visible in the Zetadocs Outbox.
Comments	Field for any additional information you may wish to add.

Report Mappings

Field	Description
Report Table ID	Specifies what is the ID of the main table of the report.
Report Table Filter	Refers to the Where clause of the DataItemTableView on the main DataItem of the report. (e.g.: Document Type=CONST(Quote)).
Report DataItem Name	Refers to the name of the main DataItem of the Business Central Report. NOTE: To configure Zetadocs to work with custom Business Central Reports, open the Report AL code then copy and paste the DataItemName here.
Report Pre-Processing	If the report is based on more than one Report DataItem, please check this option.
Enable Additional Filter	Toggle whether the filter in the 'Additional Filter' field is applied when sending reports with Zetadocs, this setting is turned off by default.
Additional Filter	An additional filter allowing Reports that need more filtering, to be sent with Zetadocs. For example setting: "(?<=Field55=\d\().+?(?=\))" in the Additional Filter field for the Customer Statement (10072) report will then allow a Date Filter to be set on the Report Request page when performing a Zetadocs Send for that report.

Table Mappings

Field	Description
Company Type Code	This specifies a table relation between the report record and the recipient. For example, the standard Sales Quote report is to be sent to a Customer. Therefore, we select ‘CUST’ for the Company Type Code from the Company Type Code List.
Company No. Field No.	Specifies the field no. of the field in the table the report is based on where the Company No. should be taken from. For example, the standard Sales Quote report is based on the Sales Header table. The Customer No. in the Sales Header table is the field “Sell-to Customer No.” field no. 2.
Contact No. Field No.	Specifies the field no. of the field in the table the report is based on where the Contact No. should be taken from. For example, the standard Sales Quote report is based on the Sales Header table. The Contact No. in the Sales Header table is field “Sell-to Contact No.” field no. 5052.
Record No. Field No.	Specifies the field no. of the field in the table the report is based on where the records No. should be taken from. This can be used as a dynamic field for writing the record no. into a template message as a reference to the recipient and also as a searchable field in the Zetadocs SharePoint archive.

Output File Name

Field	Description
File Name Format	Controls how the file name will be output. %1 and %2 are used as placeholders for '%1 Field No.' and '%2 Field No.' respectively. By default all file name formats are constructed to use the existing names. Some are left blank, this is also to preserve the existing file naming. For example for Report ID 1305, with 'File Name Format' set to "Sales-%1 %2", '%1 Field No.' set to 1 and '%2 Field No.' set to 3. The output file name will be "Sales-Quote 2134" (where 2134 is the record no. for that sales quote)
%1 Field No.	Specifies the field no. of the field in the table the report is based on and corresponds to the '%1' placeholder in the 'File Name Format' field.
%2 Field No.	Specifies the field no. of the field in the table the report is based on and corresponds to the '%2' placeholder in the 'File Name Format' field.

Field

Description

File Name Format

Controls how the file name will be output. %1 and %2 are used as placeholders for '%1 Field No.' and '%2 Field No.' respectively. By default all file name formats are constructed to use the existing names. Some are left blank, this is also to preserve the existing file naming.

For example for Report ID 1305, with 'File Name Format' set to "Sales-%1 %2", '%1 Field No.' set to 1 and '%2 Field No.' set to 3. The output file name will be "Sales-Quote 2134" (where 2134 is the record no. for that sales quote)

%1 Field No.

Specifies the field no. of the field in the table the report is based on and corresponds to the '%1' placeholder in the 'File Name Format' field.

%2 Field No.

Specifies the field no. of the field in the table the report is based on and corresponds to the '%2' placeholder in the 'File Name Format' field.

Options

Field	Description
Show Delivery Dialog	Controls the display of the Zetadocs Delivery page which allow run-time user overriding of send results.
Show Batch Delivery Dialog	Controls the display of the Zetadocs Batch Delivery Settings page which allows the user to view and fix any send result errors.
Consolidate E-Mails	Consolidate E-Mails specifies if the Consolidate E-Mails feature is enabled by default or when there is no UI. If the same recipient has more than one report within a batch, Zetadocs will send the recipient one email with multiple reports as individual PDF file attachments. Zetadocs will use the Zetadocs Template email body for the consolidated email body if one is set, otherwise it will use a simplified default consolidated email body. This default message can be overridden by setting an email body within the Zetadocs Template. Word Report Layouts can’t be used for the email body when consolidated email is selected.
Consolidate E-Mails Limit	Consolidate E-Mails Limit is the maximum number of items to be combined when consolidating emails or when Zetadocs combines items using the hard copy delivery method.
Combine Documents	Combine Documents is used in conjunction with Consolidate E-Mail, Zetadocs to combine multiple documents for the same recipient, and their additional PDF attachments into a single PDF file. Only PDF files are combined. Any additional attachments that are not PDF files will be sent as individual attachments
Consolidate Report Lines	Consolidate Report Lines enables the Consolidated Report Lines Filter, which is used to group multiple report lines together into a single report based on the filter. For example if used with Remittances, all payments for a single vendor are grouped into multiple lines on one document, instead of one document per line.
Consolidate Report Line Filter	Enter the field numbers to consolidate the report by. The field numbers must exist for the table entered in Field Report ID, and can be comma separated. For example, Remittance advice reports can be consolidated by Journal Template Name, Batch Name and Account Number, to consolidate the report by Account. The filter would then have a value of 1,4,51. The field numbers can be found by Navigating to the table in Business Central, bringing up the Help & Support, and clicking on Inspect Pages and Data.