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Customize the Report layout using Jet Express for Word

Click Edit Layout to customize this layout
JetReportDesign-1

The Jet Express for Word action panel may automatically open when this word file is opened.

If not, select the Jet Ribbon

Click on the Design icon

This presents a tree hierarchy of the fields from the selected report. 
JetReportDesign-2

Click on the icons on the hierarchy to expand or contract the lists.

The Search field makes it easy to find the fields you need.

Labels – NAV reports which were created by Jet Reports include a section for Labels. These fields are the descriptions of the fields themselves.

If you have multiple languages in your NAV instance, these labels can be helpful for creating multi-language documents.

Other Groupings – NAV reports which were created by Jet Reports include sections for Company, Customer, etc. These fields include the values of the fields.

The user can select from fields including Header or Lines in the hierarchy and insert an item, typically into a table in the Word document.
JetReportDesign-3

To add a field select the desired location in the Word document and double-click on the field.

Alternatively, you can select the field and click on the Insert button in the Jet Express for Word action panel.

To Add a picture to a document, right-click on the item and select Insert Picture
JetReportDesign-4

The Lines fields are also inserted as text and can be replicated by a Right-click, and choosing “Insert Repeater”.

Repeating items (such as Sales lines on a Sales order) can be added to a document.
JetReportDesign-5

Best practice for this is to create a table in Word that is two rows high.

The first row contains the Labels of the fields that you wish to include.

The second row contains the values of the fields.

Select the entire second row- include the area just to the right of the last column.

Right-click on the item in the hierarchy that you want to repeat and select Insert

To delete an item, click on it, and then click on its Title.
JetReportDesign-6
When you click on the Title it will change color.

Then press the Delete Button on your keyboard.

Note: It’s important to select the Title when deleting to avoid any leftover data.

When you have completed your changes Save your Word document
JetReportDesign-7
This will return you to NAV and prompt you to import the report layout changes.
JetReportDesign-8
Click Yes

You can Run Report to review your changes.
JetReportDesign-9
Here is the output for the report below.
JetReportDesign-10
We are done with customization of the report using Jet Reports.

I will come up with more details in my upcoming posts.

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Managing Report Layouts

Microsoft Dynamics NAV 2015 enables reports to have a single built-in RDLC and Word layout, shared among tenants, as well as any number of customized layouts per tenant.

To browse and manage which layout is currently used for a given report, a new Report Layout Selection list page has been introduced.

We will use the Report Layout Selection page to switch between and run the RDLC and Word layouts that are shipped as part of the new Sales Invoice report 1306.

  • Open Report Layout Selection page by doing one of the following:
  • In the Search box, enter Report Layout Selection, and then choose the related link.
  • In the navigation pane, choose Departments, Administration, IT Administration, Reports, and then Report Layout Selection.
  • In the Small Business Role Center, on the Actions tab, choose Setup, Company Information, and then choose Report Layouts.
  • Ensure that the Company Name field is set to the correct company because reports layouts are company-specific.

ReportLayout-2

ReportLayout-3

The Report Layout Selection page lists all of the reports that are available for the company that is specified in the Company field at the top of the window.

The Selected Layout field specifies the layout that is currently used for a given report.

A report can be set up with more than one report layout, which you can then switch among as needed.

Depending on the layouts that are available for a report, you can choose to use a built-in RDLC layout, a built-in Word layout, or a custom layout.

From the Report Layout Selection page, it is also possible to manage custom layouts for reports.

  • In the list, locate the document report 1306 Sales – Invoice by doing one of the following:
  • Scroll down through the list.
  • Filter on the Report ID equal to 1306.
  • Select the row for report 1306.
  • Choose the down arrow in the Selected Layout field to show the options (RDLC, Word, and Custom).

ReportLayout-4

First we will have a look at the new report 1306 Sales – Invoice, which has a built-in RDLC and Word layout. Out of the box, it does not have any custom layouts – we will add these in later posts.

As you can see, the RDLC (built-in) is typically the layout that selected by default. This can, however, be controlled by using the Default Layout property on the specific report object in Microsoft Dynamics NAV Development Environment.

Notice that the page also contains a Custom Layouts FactBox. This lists any available custom layouts for a selected report in the list. If there are no custom layouts for the report, then you will have to create one first.

  • In the row for report 1306, set the Selected Layout field to RDLC (built-in).
  • On the Home tab, in the Report group, choose Run Report.
  • In the resulting report request page, use default values, and then select the Print button and choose PDF.
  • Open and inspect the resulting PDF file for report, which is based on the RDLC layout.

We will now select and run the built-in RDLC layout for report 1306 Sales – Invoice from the Report Layout Selection list page.

ReportLayout-5

ReportLayout-6

  • In the Report Layout Selection page, select the line for report 1306, and then set the Selected Layout field to Word (built-in).
  • On the Home tab, in the Report group, choose Run Report.
  • In the resulting report request page, use default values, and the select the Print button and choose PDF. [Note: This might not work for all client setups because it relies on server-side PDF conversion. As an alternative, use the Preview option on the request page, which will result in a Word document.)
  • Open and inspect the resulting PDF file for the report, which is based on the Word layout

Finally, we will change the layout to the built-in Word layout and then run the report.

ReportLayout-7

ReportLayout-8

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

How many types of Layout is supported in NAV 2015?

In new Microsoft Dynamics NAV 2015, we are introduced in new reporting feature – Word Layout. It means, that now we can use both of layouts, RDLC and Word. Microsoft Dynamics NAV 2015 includes 4 built-in report layouts that are used on reports by default. These are only “mini” sales reports: Sales – Quote (1304), Sales – Confirmation (1305), Sales – Invoice (1306) and Sales – Credit Memo (1307).

By default, all of these reports are configured as ‘RDLC (built-in)’, but we can change it on Report Layout Selection.
ReportLayoutSelection-1
We can also customize these reports using ‘Custom Layouts’ command. But, what if we need more documents report in Word Layout, for example some of purchase documents. The biggest benefit of this feature is that you can give your customers to prepare own documents and don’t spend your time (and their money) on this job. Because of that, we need to be able to create Word Layout for new documents.
ReportLayoutSelection-2

Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

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.

Import and Export a Word Report Layout

From the Microsoft Dynamics NAV Development Environment, you can import and export built-in Word report layouts of report objects as Word document files (.docx file type). This enables you to modify a built-in Word report layout on a report. For example, you can export a built-in Word report layout to a file on your computer or network. Then, you open the file in Word and modify the report layout. Finally, you import the file back to the report object. The existing built-in Word report layout on the report is overwritten by the content in the imported file.

To export a Word report layout from a report to a file

  1. 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.
  1. On the Tools menu, choose Word Layout, and then choose Export.

Export

  1. Browse to the location where you want to save the exported file, and then choose the Save button.

To import a Word report layout from a file into report

  1. 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.
  1. On the Tools menu, choose Word Layout, and then choose Import.

Import

  1. Locate the file that you want to import, and then choose the Open

Add Fields from a Report Dataset to a Word Report Layout

A report dataset can consist of fields that display labels, data, and images. This topic describes procedure for adding fields of a report dataset to an existing Word layout of a report. You add fields by using the Word custom XML part for the report and adding content controls that map to the fields of the report dataset.

To display the Custom XML part for the Report in Word

  1. Open the Word report layout document in Word for editing.
  2. Show the Developer tab in the ribbon of Word.

By default, the Developer tab is not shown in the ribbon.

  1. On the Developer tab, choose XML Mapping Pane.
  2. In the XML Mapping pane, in the Custom XML Part list, choose the XML part for Microsoft Dynamics NAV report. The name of the XML part has the following format:

urn:microsoft-dynamics-nav/reports/report_name/ID

report_name is the name that is assigned to the report as specified by the report’s Name Property.

ID is the identification number of the report.
XMLDataSet
After you select the XML part, the XML Mapping pane displays the labels and field controls that are available for the report.

To add a label or data field

  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 Plain Text.

AddDataField

Note

You cannot add a field by manually typing the dataset field name in the content control. You must use the XML Mapping pane to map the fields.

To add repeating rows of data fields to create a list

  1. If not already existing, add a table row that includes a column for each field that you want repeated.

This row will act as a placeholder for the repeating fields.

  1. Select the whole row.
  2. In the XML Mapping pane, right-click the control that corresponds to the report data item that contains the fields that you want repeated, choose Insert Content Control, and then choose Repeating.

AddRepeatingField

  1. Add the repeating fields to the row as follows:
    1. Place your pointer in a column.
    2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

InsertContentField

  1. For each field, repeat steps a and b.

To modify the Word report layout

1. In the development environment, export the Word report layout as a Word document file to your computer or network.

Export Word Template

2. Open the Word document file in Word 2013 and make changes.


To make basic layout changes, such as adding or removing tables and cells, formatting text, or changing margins, use the editing features of Word.

Open Word Template


To add fields from the report dataset to the layout, use the custom XML part for the report to add content controls that map to the fields.

AddFields


3. Save your changes, and then close the Word report layout document.
4. Import the Word document into the report.


Import Word Template

To create a Word report layout for a report

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.

How to. Specify the Default Built-in Report Layout

You can specify whether a report uses a built-in RDLC or Word report layout as the default layout.

To specify the default report layout

    1. In the development environment, on the Tools menu, choose Object Designer.
    2. In Object Designer, choose Report, select the report that you want to modify, and then choose Design.
    3. In Report Dataset Designer, select a blank row, and then on the View menu, choose Properties.
    4. In the Report – Properties window, set the DefaultLayout property to RDLC or Word.
    5. DefaultLayout
    6. Save and compile the report..

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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