--- title: "Summary - Lasernet Professional - Lasernet FO Connector" slug: "summary-lasernet-professional" description: "In the Summary section of the Lasernet Professional workspace, you can configure a new report, manage the product license, set up your environment version, etc." tags: ["Finance and Operations", "Lasernet FO Connector", "Lasernet Professional", "Lasernet setup", "Load from catalog", "New reports", "SSRS"] updated: 2026-03-04T14:19:22Z published: 2026-03-04T14:19:22Z canonical: "kb.lasernetgroup.com/summary-lasernet-professional" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Summary In the **Summary** section of the **Lasernet Professional** workspace, you can configure a new report, manage the product license, set up your environment version using a guide, or quickly open the report designer (Lasernet Form Editor) to update or enhance your active and inactive reports. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TG3KZQOL.png) ## Configure New Report Configuring a new report within Lasernet Professional is straightforward. You can do this from within the workspace by clicking **New report** or **Load from catalog**. Alternatively, it can also be achieved when running a report by using the **Setup for Lasernet** button. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-00UWFMYS.png) ### New Report ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-KMLC7DOH.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-VC5CV6MW.png) 1. **SSRS report name** The field **SSRS report name** is populated by default with the name of the report you have selected from the **Reports** FastTab. You can see the **SalesConfirmReplacement** report is highlighted in light blue, which means it has been previously selected. Use the dropdown to pick any SSRS report you wish to create. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-83DJ9S56.png) 1. **Design name** The **Design name** dropdown enables you to choose the report design you will employ in the legal entity you are currently using. Customer-facing reports have different localization designs that honor specific legislation. The following is an example for the **SalesInvoice**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5R7NDRKX.png) 1. **Create replacement** ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-45BU9VNQ.png) By toggling the **Create replacement** button to **Yes**, you will have full control over the data and design of the report by using Lasernet’s powerful **Query Wizard** and Form Editor. The **Create replacement** option uses the default naming convention for the Lasernet Replacement report, which adds the suffix “Replacement” to the SSRS report name. Tables used in the SSRS report, including TMP (temporary) tables, will be added to the **Query Wizard**. Fields used in the SSRS report will also be added to the Query. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4QJYJGP0.png) > [!NOTE] > **Note** > > The **Lasernet Report Replacement** functionality is an advanced feature of Lasernet FO Connector. A Lasernet report replacement can be used to replace an SSRS report generated from Dynamics 365 Finance and Operations. > > An SSRS data provider normally populates TMP tables with data required for an SSRS report when the report is generated. A Lasernet report replacement can use the data from the TMP tables to create an XML file directly within Finance and Operation. Lasernet Developer can then use the data from the XML file to create professional-looking documents. > > Since all data used by SSRS reports is generated within Finance and Operations, Replacement reports can reuse all the data sources for execution. > > It is also possible to enhance the data in the Lasernet Replacement report by joining additional tables to the TMP tables to retrieve data that is not available with the standard SSRS report. This can be done from the front end and requires no customizations in Finance and Operations. > [!NOTE] > **Note** > > If you are new to the **Lasernet Report Replacement** functionality, read about event handlers [here](/v1/docs/standard-ssrs-classes-and-report-replacement#event-handlers). 1. **Let SSRS render PDF** When the **Let SSRS render PDF** button is toggled to **No**, you will have to use Lasernet Form Editor to create the document's layout. When the **Let SSRS render PDF** button is toggled to **Yes**, you will have to use the current SSRS report design, exactly as it is. > [!NOTE] > **Note** > > The Lasernet function **Let SSRS render PDF** is used to render SQL Server Reporting Services (SSRS) reports as PDF files. This function leverages the capabilities of SSRS to generate reports in a PDF format, which can then be used as is for Lasernet to distribute, printing, or archiving. > > To use this function, you typically need to configure SSRS to render the report and then save it as a PDF file. Lasernet has done this programmatically using the SSRS API or through the SSRS web interface. The process involves specifying the report parameters, rendering the report, and then saving the output as a PDF file. 1. **New report name** The **Create replacement** option uses the default naming convention for the Lasernet Replacement report, which adds the suffix “Replacement” to the SSRS report name. However, you are free to change this name to your liking. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-CSO0DL70.png) 1. **Create** By clicking **Create**, your newly created report is added to the report list. 1. **Create and open** Clicking **Create and open** means you are ready to work with the report and would like the report and wizard to open so you can add fields to your report. 1. **Cancel** When clicking **Cancel**, the whole process will be halted, and no new report will be created. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-1FBP6CP7.png) ### Load from Catalog ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-I34QZTHH.png) The **Load from catalog** feature enables the configuration (import) of several reports in the same run. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-WEVP1PYO.png) Mark both versions of the report - SSRS and Replacement report - and click **Load**. The report is now added to your **Reports** FastTab and ready for use. If the following error occurs, consult [this article](/v1/docs/error-message-unable-to-create-folder): > [!CAUTION] > Error > > Exception of type ‘Microsoft.Dynamics.Platform.Integration.SharePoint.SharePointException’ was thrown. #### Overwrite The following prompt is displayed if a report already exists: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-7DSBUMOJ.png) | Command | Description | | --- | --- | | **Yes** | Overwrite report | | **Yes to all** | Overwrite multiple reports | | **No** | Do not overwrite report | | **No to all** | Do not overwrite multiple reports | | **Cancel** | Do not overwrite any report(s) | ### Configure Report from Journal - Setup for Lasernet Additionally, you can set up a Lasernet report within any of the standard journals in Dynamics 365 for Finance and Operations. To do so, follow these steps: 1. Select a standard destination for previewing the report. The user must have either the role System Administrator or Lasernet Administrator. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4RC3CTKM.png) 1. Click **Setup for Lasernet** within the report **Preview** (preview of standard SSRS report). ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Z2HLDHLZ.png) A refresh is needed when the report is set up from a journal but not if it is configured through a printer dialog, such as when posting packing slips or invoices. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-M6YYHPOQ.png) The following dropdown menu is shown after the session has been refreshed, with the Lasernet destinations: ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-WQEUSFNZ.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-3PLZ5KFM.png) ## Open Designer - Lasernet Form Editor To start developing, highlight one of your active or inactive reports and click **Open designer**. **Open designer** will open Lasernet Form Editor, where you will be able to adjust the design for the selected report. When launching the Form Editor, the system will indicate if an XML/Grab file is missing from the report. A single archive entry will be provided for each Lasernet Group default report. It is possible to open the designer from either the **Preview** of a report or within the workspace. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-QAIZYVC0.png) The **Open designer** button works only if you have run the report you wish to design at least once. If no entry is found for the report within the **Lasernet Archive**, the tile’s name will change to **Designer Disabled**. The system will inform you about this when the mouse pointer is positioned over the tile. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-UKYW1RR4.png) If you have not run your report, run it to **Lasernet Screen** and open the Form Editor directly from that screen. The **Designer Disabled** tile is also shown if the report does not use an Embedded design, such as in a hybrid setup where some reports use the Embedded engine, and others use a Lasernet Server (such as in the Enterprise version). ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-CD3P5Z8F.png) Similarly, a message appears within the report’s **Preview** if **Enable embedded designs** is disabled and if no single entry exists within the **Archive**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-XBLDJNJY.png) When Lasernet Form Editor is opened from a report’s **Preview** or from the workspace, the report name appears in the top bar of the Form Editor. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-37R66HQG.png) The report name will appear at the top of the Lasernet Form Editor window when the designer is opened from either the **Preview** or the workspace. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-E6SDIUZ5.png) If no data is shown when opening the designer, run the report from its original location. Generating the report from its initial location will help ensure that data is available the next time the designer is accessed from the workspace. ## Setup Wizard The **Setup wizard** is a quick guide for getting you set up and configured with default settings, Cloud Print Connector, and downloading Lasernet Form Editor for form design. It is valid for both Lasernet Essentials and Lasernet Professional (if a valid license has been entered). ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-VTAECPML.png) Follow the checklist from **Action No.1** to **Action No.6** to get started quickly and efficiently. You can skip the Cloud Print Connector installation, but you will need the **Lasernet report designer** (Form Editor) and to **Load Basic Settings** (our default configuration for Lasernet Essentials, Professional, and Advanced). Once you are ready to install and configure the Cloud Print Connector, return to this menu and download the client and the configuration. A checkmark in the **Complete** column indicates that a step has been completed. It is, however, possible to use the **Reset** button to remove all checkmarks and start over. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-W83AQ07N.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TW0K7OEI.png) ## Settings Click the **Settings** button to access the **Lasernet parameters** page. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-8RB8WCJQ.png) ### General FastTab In this FastTab, you can prevent the **Edit** dropdown option from appearing on a report’s **Preview** by toggling the **Disable report preview edit features** button to **Yes**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-5PLP3JAN.png) Normally, the **Edit** dropdown is shown in a report’s **Preview** if the user has the role of either System Administrator or Lasernet Administrator. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-WMFG5OMT.png) The **Disable report preview edit features** option will hide the **Edit** button and, therefore, all features located within this dropdown. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-NYR09UIX.png) > [!NOTE] > Note > > While the **Edit** button can be disabled, the **Go to Report** button is always available in a report **Preview** and is used to show the report within the workspace. The **Clear Lasernet cache** function is located within the **General** FastTab and removes stored information about tables and fields within the environment. It should be used whenever new tables or fields are added. Using **Clear Lasernet cache** will not interrupt any user sessions. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-ZBW040OM.png) ### Performance FastTab This FastTab enables users to choose settings for **Performance optimization**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Z444WX7B.png) ### Email FastTab This FastTab enables the user to set up the **Email body editor type**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-B5MJ20CG.png) ### License terms FastTab This FastTab contains information about the license type. After entering a **License code**, click **Save** to ensure **Lasernet** is shown within the **Modules** list if a valid **License code** is provided. Clicking **Save** will also ensure **Lasernet** is removed from the **Modules** list if no valid **License code** is entered. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4Z0EWZ1U.png) > [!NOTE] > Note > > The limit for the number of users who can have access to the same **Lasernet FO Connector** environment with the same License code is 100. ### Catalog FastTab ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-EZ5L2CKA.png) The **Connection string** found in this FastTab includes an optional link for loading basic settings and configuring reports. This is useful for sharing environment settings and report configurations. ### Version FastTab This FastTab contains details regarding the environment and installed software versions. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-NOUNRF02.png) To enable the Professional edition, input a valid **License code** in the **License terms** FastTab and click **Save**. This will refresh the session. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Z60E9IEK.png) Once a valid **License code** for Lasernet Advanced or Enterprise has been provided, **Lasernet** will appear in the **Modules** list and the main menu. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-2DYR5FS4.png) ### Install/Upgrade Tasks FastTab In this FastTab, you can view the batch job that Lasernet automatically schedules whenever it detects a version change. This batch job is called **Lasernet Install/Upgrade**. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-R5QYXUIH.png)