Monday, January 4, 2016

Designing Microsoft Dynamics NAV 2013 Report without Microsoft Visual Studio


Microsoft Dynamics NAV 2013 Reports


Hello Readers,



I have posted earlier about Designing Nav 2013 Report with Visual Studio , today we are going to learn how to Design Report without Microsoft Visual Studio. This time we will use "Report Builder tool".


As compare to older versions of Microsoft Dynamics Nav, Making reports is so easy in Microsoft Dynamics Nav 2013 R2 .We can print our reports directly in Excel sheet , Word file and PDF formats that was not available in older versions.



Prerequisites:


  • Microsoft Dynamics Nav 2013


Steps

Lets create your report in Microsoft Dynamics Nav 2013 with "Microsoft Report Builder Tool".Just follow this steps 



1). Open "Microsoft Dynamics NAV 2013 R2 Development Environment" .

2). Go to "Tools">>"Options">>"Use Report Builder" then  type "Yes" in value and click "Ok".




3). Open "Object Designer"  , Select "Reports" and click on "New".


As Shown Below:


Create New Report in Microsoft Dynamics NAV 2013



4). As you can see a new window will appears, where you can select "Data Source" for your Reports "DataItem" .
Lets select "Customer" Table as "Data Source".


As  Shown Below:


Select Data Item in NAV 2013 Reports




5). Now we select "columns" for your report, To do so go to 
"View">> "Field Menu" .

A new window will appears where you can select your required columns, after selection click "Ok".




As shown below :

Select Fields for the Data Item in Dynamics NAV 2013 Reports



Selected columns will appears in "Report Designer" 


As shown below :

Selected columns in report designer





6). For Layout designing , Go to "View" >> "Layout" , 

A new instance of "Microsoft Report Builder Tool" will open. Now Go to "Insert" tab.

As shown below :


Insert Table in SQL Builder for design of reports Dynamics NAV 2013


6). And click on "Table" then "Insert table"  and drag it on design surface and add fields in data cells by clicking icon showed in


 Screenshots below : 


Adding a Table in SQL Builder



Insert Data Set in SQL Builder design report Dynamics NAV 2013




After selecting all columns Save and exit from Report Builder.



7).Now Save your report in Dynamics Nav and Run it,
Request form will appear asking for


  •  Print : This will give you 4 options Print,Excel sheet , Word file and PDF. 
  •  Preview : To show your result as a preview 
As shown below :

Microsoft Dynamics NAV 2013 Reports Preview Page


Congratulations! You have created your report in Microsoft Dynamics NAV 2013 with Report Builder Tool. Now that you have learnt How to Design NAV 2013 Report without Microsoft Visual Studio, its time to try your hands on Designing List Reports in Microsoft Dynamics NAV 2013 to get going.

Enjoyed the topic, Please do subscribe to our newsletter to get updated with every post without a miss.

Thanks for reading,

Shubin Dongre

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