In Soft4Lessee, you can take some templates of reports and customize them to fit your needs. Let's overview how to edit report templates.

Adding Totals to RoU Report

Let's start by downloading the RoU Asset Report template. You can find it by going to Report Layouts page via search bar.

In the Report Layouts page, find the RoU Asset Report template. To locate it more easily, we can filter by extension. Select the RoU Asset Report template and click Export Layout in the action bar. The template file will download.

Open the downloaded Excel file. Below is an example of the unedited template.

Let's say we want to add another total. Define a new row and provide the field a formula. In this example, I want to see depreciation and acquisition sum separately, so a new row was added on the bottom.

Save your updated template. Then, go back into Business Central, Report Layouts page, select the RoU Asset Report and press New. In the confirmation window the Report ID should be automatically filled in, but if not, copy the RoU Asset Report ID and paste it in here. Fill in the new layout name and description (example below). Then click OK and upload your updated Excel template in the following confirmation window.

After uploading your template, filter out the list by Report ID. You should see the original template and your edited template. Select your created template and navigate to Layout → Set as Default. Now, the system should pick up your updated template.

When generating a new RoU report, the default Report Layout is the edited one, as seen in example below.

Upon downloading the report, we can see that the report now contains our added row (example below).