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The New Report Scheduling feature for end users running reports in Microsoft Dynamics Navision 2015

Ashwini Tripathi

The new Report Scheduling feature for end users running reports:

  • End user can schedule reports for later execution.
  • User can get to his next task quicker.
  • User has an inbox part for viewing the scheduled reports.

 A. Setting up the job queue to run a report

My Customer needs to run a number of long running reports and does not want to wait for them to complete.

The scenario is simplified because a typical customer setup would involve setting up a NAS instance to process the reports.

* Open the Job Queues page.

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* On the Home tab, in the New group, choose New to set up a new job queue

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* In the Code field, type Reports.

* Fill in the Description field My Report Schedule.

* Leave the Job Queue Category Filter field blank.

* On the Home tab, in the Process group, choose Start Job Queue.

* Close the Job Queue Card

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A job queue with no filter runs the reports.

In many customer installations, the reports will be picked up by the DEFAULT job queue

B. Adding the Report Inbox to the Role Center

My Customer wants easy access to the reports that he has scheduled, so he adds the Report Inbox part to the Role Center page.

* To open the Role Center page that you want to customize, in the navigation pane, choose the Home button, then choose the Role Center menu item.

* On the Application menu , choose Customize, and then Customize This Page.

* In the Available Parts pane, select Report Inbox, and then choose the Add button.

* To move the Report Inbox part to top of the second column in the Role Center layout pane, select it and then use the Move buttons.

* (Optional) To add the My Job Queue to the Role Center, in the Available Parts pane, select My Job Queue, and then choose the Add button.

* (Optional) To move the My Job Queue part below the Report Inbox in the Role Center layout pane, select it and then use the Move buttons.

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* Verify that the Report Inbox appears in the Role Center.

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C.Scheduling a report and viewing the result

* On the Role Center, on the Report tab, choose Customer Order – Summary.

* On the report request window, choose the Print button, and then choose Schedule

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* In the Schedule a Report window that appears, in the Description field type a different text.

* In the Report Output Type field, select the down arrow, and choose PDF.

* Choose the OK button.

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* Go to the Report Inbox on the Role Center and show that the report appears when it is finished running.

* To view the report, select it in the Report Inbox, and then choose Show.

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D. When a scheduled report fails

* Open the Role Center.

* On the Application menu , choose Customize, and then Customize This Page.

* In the Available Parts pane, select My Job Queue, and then choose the Add button.

* To move the My Job Queue part below the Report Inbox in the Role Center layout pane, select it and then use the Move buttons

* In the Role Center, go to the My Job Queue part.

We have already done above step in above steps. Let’s continue with next step. If not already done follow the steps as defined above.

* On the Role Center, on the Reports tab, choose Price List.

* In the Sales Type field select Customer.

* To schedule the report to run later, choose the Print button, then select Schedule.

* In the Schedule a Report window, leave the default values in fields and choose the OK button.

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* When the error shows up in the My Job Queue part, select the error, and then choose Show Error.

* Read the error message, and then choose the OK button to close it.

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* Open the Job Queue Log Entries page.

* Filter the list to display entries whose Status is Error.

* To view the error message, point to the Error message field for the entry, or, select the entry, and then on the Home tab, choose Show Error Message.

* Return to the Role Center, and then run the Price List report again.

* On the report request window, set the Sales Type field to All Customers, choose Print, and then choose Schedule.

* In the Schedule a Report window, leave the default values in fields and choose the OK button.

* In the Report Inbox on the Role Center, view the completed report.

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Report

Creating Word Mail Merge Report in Microsoft Dynamics Navision 2015

Ashwini Tripathi

Today we will see Mail Merge feature in Word Report.

I would suggest to please go through my earlier post for creating simple List Report for better understanding as some parts I will be skipping in this post assuming you have already learned from my previous post.

Here is the Quick Link : [ Creating My First List Report in Navision 2015 ]

Lets assume ever month we require to send a Reminder Letter to our Customers for Due Payments.

Now we can design such report at customer ease.

Lets Start with creating a new Report.

Add the Data Items and desired columns as one shown below.

Add appropriate filters on Data Items, I have added [ Open = Yes, Document Type = Invoice, Remaining Amount > 0, Due Date <> ‘ ‘] you select your own as desired.

Set the Report Properties as shown in below screen.

Define Global Variables as shown in below screen.

We have Included WordMergeDataItem as Cust. Ledger Entry. This will set the table to loop for records.

Each records will be considered as New Page for the Report.

Word Mail Merge -1

In this report we are using Include Caption which will include caption for each required columns from one defined in respective table.

Add this property for each required column.

Add the code to the Data Item Trigger to fetch Customer Information for each record.

Word Mail Merge -2

Insert New Blank Word Layout to the Report.

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Export the Layout Template and Save.

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Open saved Layout Template in Word.

In below screen each component is shown, refer to earlier post Creating List Word Report, Link provided above for better understanding.

In this report Label is included as we have set property for each column to include caption.

Word Mail Merge -5

Design the sample Letter as one shown below.

I have highlighted all the Dataset Columns/Fields in yellow.

How to add fields please refer to earlier post Creating Word List Report, Link provided above.

Word Mail Merge -6

Now Save the Template and Import into the Report.

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Here is the out put from the report as below.

Each page will contain data as per in Customer Ledger Entry Due Payment Records.

Word Mail Merge -8

We are done !!!

You can use formatting feature of Word to add more better look to your Report as desired.

Stay tuned for more in upcoming posts.

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