Designing Word Report Layouts for Microsoft Dynamics Nav 2015

Using Microsoft Word for report layouts in Microsoft Dynamics NAV 2015 is a very useful addition to the reporting stack in Dynamics NAV 2015.  Unlike RDLC it offers a simple layout design, is not visually complex and does not require specialized knowledge for even the most simple of changes. It should be remembered though due to limitations such as Trans Headers and Trans Footers not being possible, the word report should not be used to replace RDLC as a reporting tool but to offer a different layout option for creating documents.

Rather than starting a report from scratch, or using an online template, simply exporting a standard report such as report 1304 out to word and then using this as a template is a good basis for the start of your report. Word layouts can be imported into a report and once part of the report we can edit them and import them back into Dynamics NAV.

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By installing Jet Express for Word, we have quick access to the dataset of the report and can quickly and easily drop content controls that map to the fields of the dataset.

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All data in your report should sit in a table. We can create as many tables as we want for different parts of the report. This technique makes it easy to line up the report information and also makes it easier should you be required later to add more information into the report. The gridlines for the table can be viewed by going to layout tab then "View Gridlines". Below is a customised remittance report with the gridlines showing. We can see here how easy it would be to add header information or another column in the details of the report simply by creating a new row or column in the table.

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Using this as a template we could also to create a different document such as a custom specific invoice. The invoice header details could be placed in the top table and columns could be added or removed as appropriate in the second table.

Once you are happy with the report the gridlines can simply be hidden giving the report the look the customer wants.

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In most reports we need to have a line that repeats what is in the dataset to provide line details.  To get a line to repeat in a word layout we need to specify the data item that we will be repeating. We do this by finding the data item in the dataset for the report, right clicking and choosing Insert Repeating. Any controls added from this data item will now repeat.

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With these quick tips hopefully you can see that creating simple, easily customised reports in Dynamics NAV is actually possible.

 

This post was written by Richard Lavin, a Dynamics NAV Developer at Technology Management.

 

 

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