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Introduction to Report in D365 Business Central!

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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How to Run Reports in Dynamics 365 Business Central

Running reports in Business Central can be done through multiple native interfaces depending on your daily operational workflow:

  1. Search (Tell Me): Press Alt + Q, type the report name or report ID (e.g., Customer - Order Summary or Trial Balance), and select the report link under "Reports and Analysis".
  2. Role Center Navigation: Access pre-configured operational reports directly from the Reports or Analytics action bar on your Role Center home page.
  3. Document Action Bar: From document lists like Sales Invoices or Purchase Orders, select Print / Send → Print to run the specific document layout report.

Core List of Standard Reports in Business Central by Department

Department Key Report Name Standard Report ID Typical Output
General Ledger Trial Balance / Detail Trial Balance Report 4 / Report 6 PDF / Excel (Data Only)
Accounts Receivable Aged Accounts Receivable Report 120 PDF / Excel / Preview
Accounts Payable Aged Accounts Payable Report 322 PDF / Excel / Preview
Inventory & Warehousing Inventory Valuation / Physical Inventory List Report 5801 / Report 5878 PDF / Excel (Data Only)
Sales & Distribution Customer Order Summary / Sales Invoice Report 107 / Report 1306 Word Layout / RDLC PDF

Need Custom Report Development or Power BI Dashboards?

While standard Business Central reports fulfill routine statutory needs, growing enterprises require custom RDLC layouts, Excel financial reporting models, or automated Microsoft Power BI semantic datasets. Explore our Business Central Customization Services or discuss your reporting architecture with our senior US engineering team.

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