There are different statuses of Electronic reports.
Draft:
In this status, users can modify configurations. Unless manually specified by parameters, draft versions are not considered for generating reports. Microsoft’s default configuration hides draft versions
Completed:
In this mode, the configuration can’t be edited anymore and is ready to be used. The most recently completed version of a configuration is used by dynamics.
Shared:
This mode can only be activated on completed reports. The configuration has been uploaded into the LCS repository configured in the configuration provider.
Discontinued:
Only a shared configuration can be discontinued. This allows the configuration to be deleted and D365FO will no longer use this configuration when running reports.
Running Report In Draft Status:
For testing purposes, instead of marking the status ‘Complete’ every time we need to check the new feature. Simply set file generation in a draft state. So, testing can be done easily.
Select your report format and click on the ‘Configuration’ button and open the ‘User parameter’.
Now, enable the ‘Use destinations for draft status’ radio button generating files in a specific format (Excel/PDF/XML) in the draft state.
and enable the ‘Run setting‘ to run in draft status.
Now a radio button named ‘Run Draft’ appears on the configuration tab. Enable it as well.
Now, run the report by clicking the ‘Run’ button from the action pane.
Running Report In Complete Status:
After completing the design, we need to change the status of our customized report format from draft to ‘Complete’.
Now set this ER report from Print Management as the default report.
Path: (Accounts receivable> Setup> Forms> Form setup> General> Print management>Free text invoice> Report format)
And set the destination file as PDF. To check how to set the destination file please read the article .
Now create a new record and run the report from its actual path. In this case: ‘Free text invoice report’
Path: Accounts receivable > Free text invoices > All free text invoices.
Output:
