Designing Microsoft Dynamics NAV 2013 Report without Microsoft Visual Studio

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:

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:

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 :

Selected columns will appears in "Report Designer" 

As shown below :

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 :

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 : 

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 :

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

Designing Microsoft Dynamics NAV 2013 List Report using Visual Studio

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:

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:

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 :

Selected columns will appears in "Report Designer". 

As shown below :

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 :

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 : 

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 :

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