Microsoft Dynamics 365 Blog

Reports join different views of data in one place. In Microsoft Dynamics NAV 2013, reports are delivered in RDLC 2008 format, supported by Visual Studio 2010. The RDLC 2008 format and Visual Studio 2010 offers Microsoft Dynamics NAV reports much more richness, so that the reports can be compelling, more readable, and more easily understood.

Since RDLC 2005, which was used by Microsoft Dynamics NAV 2009, you can get a better overview of the presented data, such as by grouping data through coloring, or by visualizing data through charting, for example. The format also makes it possible to interact dynamically with reports on screen so that you have a better experience searching for data. For example, you can link from one report to another report, and you can even link to a page. In this release, we have used these features in some of our reports.

The following sections provide a quick overview of the main changes to reports and where you can find examples of how they are used in Microsoft Dynamics NAV 2013.

Charts in Reports

Charts can be used so that customers get the most out of their data. At a minimum, charts should be readable, be understandable, and identify actionable tasks. They should help users find items of interest or outliers in business data based on objectives or measures.

RDLC 2008 supports different types of charts. In Microsoft Dynamics NAV 2013, reports use the following chart types:

  • Bar chart
  • Pie chart
  • Column

Charts are used in the following reports in the W1 version of Microsoft Dynamics NAV 2013:

  • Report 111: Customer Top 10 List
  • Report 915: Assemble to Order – Sales
  • Report 5872: BOM Cost Share Distribution

Grouping Data with Color

You can use shades of colors to group data visually. This improves the readability of the report by emphasizing similar kinds of data. This type of coloring can improve reports that contain lists, such as the Customer Detailed Aging report, where
we have applied a color to group the lines for each customer. Coloring is implemented in several reports in Microsoft Dynamics NAV 2013, such as:

  • Report 106: Customer Detailed Aging
  • Report 105: Customer – Summary Aging
  • Report 915: Assemble to Order – Sales

Drill-Through Reports and Hyperlinks

When a report gives you the ability to drill through to the underlying data, you are more likely to find the right data. You can create a report that enables a user to go from the high-level overview to a detailed view with a single click. You can also provide hyperlinks that open another report or a page. Situations where it is useful to drill down into specific information include navigation from a customer to the customer’s phone number or from a total amount to the underlying transactions.

For example, in the Inventory Valuation report, you can choose the item number for an inventory item, and this opens the Inventory Valuation – Cost Specification report for that item.

Hyperlinks are implemented in the following reports:

  • Report 106: Customer Detailed Aging
  • Report 1001: Inventory Valuation

Interactive Sorting

It’s easier to get the view that you want if you can change the order of rows of data, based on the sort order of the specified column. We have enabled sorting on-the-fly in some reports, so that you can easily visualize the right priorities. In most cases, the sorting has been enabled on name, number, and amount fields. The sorting that is applied during preview of the report is what will also be used during printing.

Sorting is enabled in the following reports:

  • Report 111 Customer Top 10 List
  • Report 106 Customer Detailed Aging
  • Report 105 Customer – Summary Aging
  • Report 5872 BOM Cost Share Distribution

You can find technical information on the Microsoft Developer Network (MSDN):

Coen Overgaag

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