Before we compare both the way of creating report in word, the features I would be suggesting you to review the posts which I have posted earlier Word Document Reports and Custom Layouts to refresh the concept of creating reports in Word.
Let’s start with comparing how it is different from Navision Word Report.
Create a custom layout for the report you wish to use
In your NAV client navigate to Report Layout Selection (Administration/IT Administration/ Reports).
Microsoft Dynamics NAV 2015 includes several sample Word reports including:
14125500 Sales Order – Jet Ex. Word
14125501 Sales Invoice – Jet Ex. Word
14125502 Sales Cr. Memo – Jet Ex. Word
14125504 Sales Quote – Jet Ex. Word
I have filtered the above Reports.
Select the report that you wish to customize. (I am Using 14125500 for this example)
Click Custom Layouts.
To create a new Report Layout, click New.
A pop-up window will appear and allow you to choose the layout type.
Check the Insert Word Layout box and click OK.
In the Report Layouts window, you can change the Description.
In the NAV Custom Report Layouts window, highlight the layout you wish to use and click the Import Layout button from the ribbon.
Browse to the Jet Express for Word Sample Documents, choose the template you want and click Open
Click Edit Layout to customize this layout.
Above screenshot show how to Access the XML part of the Report.
Left side shows Jet->Design
Right side shows Developer->XML Mapping Pane
If you remember In Navision word Report we use to select the Custom XML Part from the dropdown to access the available fields, Labels etc.
Whereas if we see In Jet Report this is not required.
Also you may have observed that Jet Report Pane Have search option, which makes easy to find desired fields rather than scrolling through the XML Nodes to access the desired Fields.
You may observe in above picture that I have typed the part of the Field I am looking for and Jet Report Pane suggested that Similar to what I typed there is a Field “Salesperson” and it available under 2 heads Labels & Header data items.
If I require to insert the Labels or Fields, Place the cursor at desired place where you want that Field to be inserted and Double Click to the Field from Jet Report Pane.
Where as to perform same action in Navision Word Place the cursor where we wish to Insert the Field then we use to Scroll to the Field we wish to insert then we perform step Right Click->Insert Content Control->Plain Text
I will come up with more details in my next post. We will see how we can design the Report Using Jet Report fast and easily.
Also some Best Practice, Tip & Tricks while using Jet Reports.
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