Tag: Create

Report

Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

Ashwini Tripathi

After you have created a dataset for a report, you design the report layout. The report layout determines how the report looks when it is viewed, printed, and saved from the Microsoft Dynamics NAV client. The report layout specifies which fields of the dataset are included in the report and how they are arranged, the format of text that appears on the report (such as font type and color), margins, background images, and more.

You generally display most data in the body of a report, and you use the header to display information before any dataset fields are displayed. For example, you can display a report title, company, and user information in the header of a report.

Report Layout Types

There are two types of report layouts: Word and Client Report Language Definition (RDLC). Word report layouts are based on a Word document (.docx file type) and are created and modified by using Word 2013. RDLC report layouts are .rdlc or .rdl file types that are created and modified by using Visual Studio 2013 or SQL Server Report Builder 3.0.

Built-in and Custom Report Layouts

In the Microsoft Dynamics NAV Development Environment, you can create both an RDLC report layout and Word report layout on a report. These layouts are referred to as built-in layouts because they are part of the report object in the database. This means, for example, if you export the report object as a .fob or .txt file, the RDLC report layout and Word report layout are included. A report can only have one built-in RDLC report layout and one built-in Word report layout. By default, the built-in RDLC report layout is used when the report is run in the Microsoft Dynamics NAV client unless there is only a built-in Word report layout, in which case, the built-in Word report layout is used.

Microsoft Dynamics NAV users can specify whether to use the built-in RDLC or Word report layout on a report from the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client. From the client, users can also create custom report layouts that are based on the built-in report layouts. This enables users to have several different layouts for the same report which they can switch among. Custom report layouts are managed from page 9650 Report Layouts in the Microsoft Dynamics NAV client. Unlike built-in report layouts, which are part of the report object, custom report layouts are stored in table 9650 Report Layouts of the database.

Report Layouts in a Multitenant Deployment

In a multitenant Microsoft Dynamics NAV deployment, the built-in report layouts are stored in the application database because they are part of the report objects. Therefore, built-in report layouts are available to all tenants. Custom report layouts are stored in the business data database; therefore they are specific to the tenant. This enables you to create separate report layouts for each tenant.

Report

To create a Word report layout for a report

Ashwini Tripathi

In the development environment, open the report in Report Dataset Designer as follows.

  1. On the Tools menu, choose Object Designer.
  2. In Object Designer, choose Report, select the report, and then choose the Design button.
  3. On the Tools menu, choose Word Layout, and then choose New, and then choose the OK button.
  4. Save the report object.

Create Layout

A blank Word report layout is created on the report object. The report layout includes a custom XML part for the current report dataset. You can now design the layout in Word.

A Word report layout determines the content and format of a report when it is viewed and printed from the Microsoft Dynamics NAV client. When you modify a Word report layout, you specify the fields of the report dataset to include on report and how the fields are arranged. You also define the general format of the report, such as text font and size, margins, and background images. You will typically arrange the content of the report by adding tables to the layout.

You insert dataset fields in the layout by using a custom XML part that is automatically generated for the report when you create the Word report layout.