Report – Page 4 – ARKSD Consultancy Private Limited

The required steps to use the reports are shown:

Open the Report Selection – for example Sales page by doing one of the following:
In the Search box, enter Report Selection – Sales, and then choose the related link.
In the navigation pane, choose Departments, Administration, IT Administration, and then Reports.

In the Report Selection – Sales window, do the following:

Set the Usage field to Invoice.
In the Report ID field, replace 206 with 1306 (an New Mini Document Report.in 2015)
Choose the OK button.

Set up the report selection to run report 1306 instead of report 206 when printing invoices.

Report

Creating Custom Word Layout for Document Reports in Navision 2015

July 17, 2015 Ashwini Tripathi

Open the MS Office Word.

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

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

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

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

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:

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

In Custom Report Layout Window Click on New.

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

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

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.

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.

Select Yes to import changes to the report.

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

Report

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

July 12, 2015July 12, 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.

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

* 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

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.

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

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

* 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.

* 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.

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.

* 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.

* 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.

Report

Creating Word Mail Merge Report in Microsoft Dynamics Navision 2015

July 10, 2015July 10, 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.

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.

Insert New Blank Word Layout to the Report.

Export the Layout Template and Save.

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.

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.

Now Save the Template and Import into the Report.

Here is the out put from the report as below.

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

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.

Don’t forget to follow the Blog Site for future posts.

Report

Creating my first Word List Report in Navision 2015

July 9, 2015July 9, 2015 Ashwini Tripathi

Today we will learn creating Word List Report in Navision 2015.

Prepare the Dataset for Report as below, to keep it simple I am creating List report for Item Inventory.

I am adding one additional field for Company Logo from Company information.

Make sure you add calcfields code for Picture from Company information.

—————————————————

I have added below piece of code in [ Item – OnPreDataItem() ]

CompInf.GET;
CompInf.CALCFIELDS(Picture);

—————————————————

Place the cursor on Blank Line and open Report Properties and add DefaultLayout Property.

Next we will Add a Blank Word Layout to the Report, Step as below.

Confirm the action by responding OK to the Dialog Box.

Now Export this Blank Template

and save as docx file (MS Word File)

Open the Exported Template in Word.

Click on DEVELOPER Menu.

From Ribbon click on XML Mapping Pane.

You will now be able to see XML Mapping Pan which contains your Dataset for the Report.

Click to the Dropdown List and select entry containing your Report Name & ID.

Now you will be able to access your Dataset with Table & Fields details. As shown in below screen.

Place the cursor on top (or wherever desired) of the document to add Logo to the Report.

Select the Picture Filed from the Dataset -> Right Click -> Insert Content Control -> Picture.

See below screen for details:

You will see the Place holder for the Picture.

Now add Table with 2 Rows ( 1 for Header & 1 for Data) and 6 columns.

We have six columns in our dataset excluding Logo.

Add your Header for the table, We are using fixed Text Heading as of now but you can add captions from your dataset.

In current report I have not included we can check same in some other report posts.

Select Entire 2nd Row and Add Repeating Content Control for Item (Table).

As this will show records from the table Item we included in our Dataset.

Now in each column add your columns from Dataset as shown below.

Place your cursor in each column and choose Insert Content Control -> Plain Text.

Now our Report is almost ready.

May be the Report have data which may continue on several pages, in this case our Heading Row must Repeat on every new Page. To do this we will Select the entire 1st Row -> Right Click -> Table Properties.

Go to Row Tab of Property window and put a checkmark on option “Repeat as header row at the top of each page”

Save your Word Template an Import back in your report as shown below.

Now Save the Report and Execute it.

Here is the Output below of the Report.

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.

Don’t forget to follow the Blog Site for future posts.

Report

Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

July 2, 2015July 2, 2015 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

July 1, 2015July 1, 2015 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.

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

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

Report

Import and Export a Word Report Layout

July 1, 2015July 1, 2015 Ashwini Tripathi

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

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

On the Tools menu, choose Object Designer.
In Object Designer, choose Report, select the report, and then choose the Design button.

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

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

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

On the Tools menu, choose Object Designer.
In Object Designer, choose Report, select the report, and then choose the Design button.

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

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

Report

Add Fields from a Report Dataset to a Word Report Layout

July 1, 2015July 1, 2015 Ashwini Tripathi

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

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

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

On the Developer tab, choose XML Mapping Pane.
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.

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

Place your pointer in the document where you want to add the control.
In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

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

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.

Select the whole row.
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.

Add the repeating fields to the row as follows:

Place your pointer in a column.
In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

For each field, repeat steps a and b.

Report

To modify the Word report layout

June 29, 2015June 30, 2015 Ashwini Tripathi

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

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.

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.

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

Tag: Report

Using Report Selector to run Report

Creating Custom Word Layout for Document Reports in Navision 2015

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

Creating Word Mail Merge Report in Microsoft Dynamics Navision 2015

Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

Report Layout Types

Built-in and Custom Report Layouts

Report Layouts in a Multitenant Deployment

Removing Label and Data Fields

To remove a label or data field

Import and Export a Word Report Layout

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

To import a Word report layout from a file into report

Add Fields from a Report Dataset to a Word Report Layout

To display the Custom XML part for the Report in Word

To add a label or data field

To add repeating rows of data fields to create a list

To modify the Word report layout

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Report Layout Types

Built-in and Custom Report Layouts

Report Layouts in a Multitenant Deployment

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To remove a label or data field

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

To import a Word report layout from a file into report

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To display the Custom XML part for the Report in Word

To add a label or data field

To add repeating rows of data fields to create a list

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