Tag: Data

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

Removing Label and Data Fields

Ashwini Tripathi

Label and data fields of a report are contained in content controls in Word. The following figure illustrates a content control when it is selected in the Word document.

Label

The name of the label or data field name displays in the content control. In the example, the field name is CompanyAddr1.

To remove a label or data field

  1. Right-click the field that you want to delete, and then choose Remove Content Control.
  2. RemoveContentControl
  3. The content control is removed, but the field name remains as text.
    Delete the remaining text as needed.
Report

Adding Image Fields

Ashwini Tripathi

A report dataset can include a field that contains an image, such as a company logo or a picture of an item. To add an image from the report dataset, you insert a Picture content control.

Images align in the top-left corner of the content control and resize automatically in proportion to fit the boundary of the content control.

Important
You can only add images that have a format (such as .bmp, .jpeg, and .png file types), which that is supported by Word. If you add an image that has a format that is not supported by Word, you will get an error when you run the report from the Microsoft Dynamics NAV client.

To add an image

  1. Place your pointer in the document where you want to add the control.
  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Picture.
  3. To increase or decrease the image size, drag a sizing handle away from or towards the center of the content control.

AddImage