Sunday, January 3, 2016

Designing Microsoft Dynamics NAV 2013 List Report using Visual Studio


Nav 2013 List Report\

Hello Readers,

Today we are going to make a list report in Dynamics Nav 2013 with very simple steps.


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.


Prerequisite:

  • Microsoft Dynamics Nav 2013
  • Visual Studio 2013

Note: If you don't have Microsoft Visual Studio installed on your system then you can also design reports using SQL Builder. Go through the link to read the whole process: Designing Nav 2013 Report without Microsoft Visual Studio


Steps


Lets create your first report in Microsoft Dynamics NAV 2013. Just follow this steps 



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



2). In "Object Designer"  , Select "Reports" and click on 

"New".



As Shown Below:


Design new report microsoft dynamics nav 2013



3). 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 Report





4). 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 of the Data Item in Report NAV 2013




Selected columns will appears in "Report Designer". 


As shown below :

Selected columns in report designer







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

A new instance of "Visual Studio" will open. Now Press "Ctrl+Alt+X" to open "ToolBox" .

As shown below :

Microsoft Visual Studio 2013Toolbox



6). Now select "Table" from toolbox and drag it on design surface and add fields in data cells by clicking icon showed in


 Screenshot below : 



New Column in Report Layout in Visual Studio


After selecting all columns Save and exit from Visual Studio.


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 :

Report Preview of Customer List in Microsoft Dynamics NAV 2013


Congratulations! You have created your first report in Microsoft Dynamics Nav 2013.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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