Introduction To Report In D365 Business Central!

Overview :

Reports in Dynamics 365 Business Central, is a document that presents information in an organized format. Reports are used to print or display information from database, for example-Sales Invoices.  It provides information on various aspects of business and is easy and efficient and play a major role in streamlining the progress of business.

So how to develop a report?

Create a report object and design a dataset, Datasets decide which record from the Dynamic 365 Business Central database used to generate report output.

Types of Report Layouts:

  • Word Layout
  • Report Definition Language (RDL) Layout
  • Excel Layout

Request Page:

Request page runs before the report starts to execute, which in turn allows the end-user to specify filters for a report.

Types of Report:

  • Simple list report
  • Grouping list report
  • Document report
  • Document with Header/Footer report
  • Process only report
  • Chart report
  • Fixed format report or Pre-printed report
  • Barcode and QR code report

Report Triggers:

OnInitreport: This trigger runs before the request page in addition it initialize the global variable.

OnPreReport: This trigger runs after the execution of request page before the report runs.

OnPostReport: This trigger runs after all the data item processed, in a simple way that this trigger runs at last.

DataItem Triggers:

OnPreDataItem: This trigger filters the value before the dataitem is processed.

OnAfterGetRecord: For each and every record this will trigger, until reaches to the final record this trigger will run multiple times.

OnPostDataItem: This trigger run after the last record in data item but before the OnPostReport.

SetData and GetData: To change the Header information according to the body part SetData and GetData is used.

Steps:

  • Change the Code in Report Properties
  • Create List
  • Inside list insert new table
  • Right click one of the textbox under visibility section show or hide add SetData code

Ex: Code.SetData(Cstr(Field!field_name.Value), 1)

Here 1 indicates first group

  • In the Header Section inside the textbox write GetData by passing parameters under the Expression section.

Ex: Code.GetData(1,1)

Here first number indicates the filed value, and second number indicates the group value.

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By Manasa D.

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