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Word Document Reports and Custom Layouts

Reporting functionality has been greatly improved in Microsoft Dynamics NAV 2015 by adding support for defining report layouts in Word, and enabling end users to create custom RLDC and Word layouts for their reports. These two features make it easier to create visually pleasing document reports, as well as allow end users to modify reports to their liking with as little partner involvement as desired.

Today I am sharing again all the posts from earlier archive, if you missed you can find all of them below.

Soon I will come up with more posts on this topic. Till then go through below links and develop your skills so that we can take up few more complex ones.

  1. How many types of Layout is supported in NAV 2015?
  2. How to. Specify the Default Built-in Report Layout
  3. Import and Export a Word Report Layout
  4. Add Fields from a Report Dataset to a Word Report Layout
  5. Adding Image Fields
  6. Removing Label and Data Fields
  7. To create a Word report layout for a report
  8. Designing Report Layouts from the Microsoft Dynamics NAV Development Environment
  9. Creating my first Word List Report in Navision 2015
  10. To modify the Word report layout
  11. Creating Custom Word Layout for Document Reports in Navision 2015
  12. Creating Word Mail Merge Report in Microsoft Dynamics Navision 2015
  13. The New Report Scheduling feature for end users running reports in Microsoft Dynamics Navision 2015
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Creating Custom Word Layout for Document Reports in Navision 2015

Open the MS Office Word.

File -> New and type Invoice in search and press enter to list available Invoice Templates.

Document Reports -1

In my example I am using [Sales Invoice (Blue Border Design)]

Document Reports -2

Select Create to download the template and create a document for you.

Your new document created from this template will look as below:

Document Reports -3

Prepare the Layout by removing extralines as we will be using repeating lines for Lines.

Save your Template.

I have made a copy of Report 206 – Sales – Invoice on new ID say (50005 as Sales – Invoice Word).

This report dosen’t have Word Layout. We will be creating one Customize Layout form above saved Invoice above. [Sales Invoice (Blue Border Design)]

Open Report Layout as shown in below Screen:

Document Reports -4

Document Reports -5

Slect the Report and choose Custom Layout as shown in above screen.

Document Reports -6

In Custom Report Layout Window Click on New.

From window Insert Build-in Layout for Report Select Insert Window Layout and click OK button.

Document Reports -7

From Custom Report Layout window Select Import Layout, Select your word file prepared above and Respond Open to Import.

Document Reports -8

Then, press Edit Layout and prepare layout on Developer tab, find XML Mapping Pane and find your document in Custom XML Part.

Now, you can find all fields from Dataset.

Document Reports -9

Please see below links to complete your report:

Adding image fields

Add fields from a report dataset to a word report layout

Creating my first word list report in Navision 2015

How to specify the default built in report layout

Create a word report layout for a report

Once you are done with your field assignment close the word layout.

Document Reports -10

Select Yes to import changes to the report.

Document Reports -11

Select Run Report to view the output of your report.

Now you are done with your Custom Report Layout.

Please see sections which will be more helpful to complete your task:

Reports

Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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