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How to: Configure Microsoft Report Viewer for the Microsoft Dynamics NAV Web Client

The Microsoft Dynamics NAV Web client uses Microsoft Report Viewer 2012 to display Microsoft Dynamics NAV reports. Before you can do this, Microsoft Report Viewer must be configured on a web site of the Microsoft Dynamics NAV Web client. To configure Microsoft Report Viewer, you add the ASP.NET web handler file for Microsoft Report Viewer to the web.config file of the Microsoft Dynamics NAV Web client site.

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By default, Microsoft Report Viewer is configured. The following procedure is only required if you have removed the Microsoft Report Viewer configuration from the web.config file for the Microsoft Dynamics NAV Web client.

Report Viewer also includes an option that lets users save a report as a Microsoft Excel, Microsoft Word, or PDF file. This functionality is not enabled by default. If you want to be able to save reports, you must configure the Report Viewer to save reports. For more information, see Configuring Report Viewer to Save Reports as Excel XLSX, Word DOCX, or PDF Files.

To configure Microsoft Report Viewer

  1. On the computer that is running Microsoft Dynamics NAV Web Server components, open the web.config file for the web server instance for the Microsoft Dynamics NAV Web client. Use a text editor, such as Notepad.

    The web.config file is located in the physical path of the web application on Internet Information Services (IIS). By default, the path is %systemroot%\inetpub\wwwroot\[VirtualDirectoryName]\WebClient. For example, the folder for the default Microsoft Dynamics NAV Web client application is %systemroot%\inetpub\wwwroot\DynamicsNAV71\WebClient.

  2. In the web.config file, locate the <httphandlers></httphandlers> element.

  3. Add the following code for the Microsoft Report Viewer handler in the <handlers></handlers> element.

    <add verb="*" path="Reserved.ReportViewerWebControl.axd" type = "Microsoft.Reporting.WebForms.HttpHandler, Microsoft.ReportViewer.WebForms, Version=10.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" />
    
  4. Save the web.config file.

Configuring Report Viewer to Save Reports as Excel XLSX, Word DOCX, or PDF Files

You can set up the Print Preview for reports to include an option that enables users to save a report as an Excel XLSX, Word DOCX, or PDF file. Microsoft Report Viewer uses the Temp folder of the user account that is used as the application pool identity of the Microsoft Dynamics NAV Web client. To set up the save as Excel and Word options, the user account must have read, write, and modify permission to the folder. If the user account does not have the correct permissions, then the saved file will be empty.

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If your company uses Microsoft Office 365, the temporary files are stored in the location that is specified for the Office 365 document library. For more information, see Integrating with Office 365 and SharePoint Online.

To configure Report Viewer to save reports as Excel XLSX, Word DOCX, or PDF files

  1. Open the web.config file for the Microsoft Dynamics NAV Web client application that contains the Microsoft Dynamics NAV settings. Use a text editor, such as Notepad.

    The web.config file is located in the physical path of the virtual directory for the Microsoft Dynamics NAV Web client application on IIS. By default, the path is %systemroot%\inetpub\wwwroot\[VirtualDirectoryName]. For example, the folder for the default Microsoft Dynamics NAV Web client application is %systemroot%\inetpub\wwwroot\DynamicsNAV71.

  2. On the computer that is running Microsoft Dynamics NAV Web Server components, grant users read, write, and modify permission to the user account’s Temp folder that is used as the identity of the application pool for Microsoft Dynamics NAV Web client.

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    This step is not required if you only want to enable saving reports as PDF files.

    For the Microsoft Dynamics NAV Web client, the default user account is ApplicationPoolIdentity and the folder is C:\Users\Web Client Application Pool\AppData\Local\Temp\.

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    To determine the application pool identity, open Internet Information Services Manager, and then choose Application Pools in the Connections pane.

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