Chapter
1:
Chapter 1: Creating Reports
This chapter focuses on the new reporting features in Microsoft Dynamics NAV 2009. It illustrates the differences (in report structure, report creation, report execution and dataset generation) between Classic and RoleTailored client. Furthermore, it describes the methods for creating RDLC report layouts and how to add data, subtotals and totals to a report. Finally, it explains how to sort, filter and format data.
Lessons:
- Review the Microsoft Dynamics NAV 2009 architecture
- Report Structure, report creation and execution in Classic and RoleTailored client
- Data set generation in the RoleTailored client
- Introduction to Microsoft Visual Studio
- Methods to create a RoleTailored client report
- Adding totals, subtotals and charts to a report
- Formatting, Sorting and Filtering Data
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Chapter
2:
Chapter 2: Interactive Features
This chapter starts with an overview of the different header and footer sections that can be added to a RoleTailored client report. Furthermore it explains the interactive reporting features and how to add these to a report.
Lessons:
- Headers and footers
- Print Layout and Print Preview mode
- Adding toggle visibility options, interactive sort, document maps and pictures to a report
After completing this lesson, students will be able to:
- Add page, group and table headers and footers in a report
- Add interactive features to a report
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Chapter
3:
Chapter 3: Adding Code to Reports
This chapter focuses on how to work with simple and complex expressions in RoleTailored client reports. Students will learn how to redesign classic client reports before creating the RoleTailored client report. Finally it explains and contains examples on how to add custom code and variables to enrich the reports.
Lessons:
- Code verification and redesign in Classic client reports
- Simple and complex expressions
- The structure of the Sales Invoice report
After completing this lesson, students will be able to:
- Use simple and complex expressions in a report
- Use custom code and variables in a report
- Explain how the Sales Invoice report works
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Chapter
4:
Chapter 4: Design Considerations
This chapter focuses on designing reports in general. It contains some technical guidelines on how to design advanced reports for the RoleTailored client. In addition, it explains the different report rendering options. Finally it describes how to save Classic reports in PDF or Excel.
Lessons:
- Designing and exporting reports
- Report Rendering
- Saving Classic reports in PDF or Excel format
After completing this lesson, students will be able to:
- Understand how to create advanced reports such as green bar matrix and executive dashboard reports for the RoleTailored client
- Save classic reports in PDF or Excel format
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Chapter
5:
Chapter 5: Running Reports
This chapter illustrates how to integrate RoleTailored client reports in the Microsoft Dynamics NAV 2009 user interface. Furthermore it describes the various options to run RoleTailored client reports, and how to create and run hyperlinks to RoleTailored client reports. Finally, the chapter shows how to call a RoleTailored client report from a Web service
Lessons:
- Add reports to the RoleTailored client
- Run reports
- Create hyperlinks to reports
- Run a report through a Web service
After completing this lesson, students will be able to:
- Integrate reports in the RoleTailored client interface
- Link to RoleTailored client reports
- Run a report through a Web service
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