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Designing and Maintaining Reports

The following sections provide an overview of the documentation available for reporting in Microsoft Dynamics NAV 2009.

Working with Reports for the RoleTailored Client

Reports that are designed for the RoleTailored client are designed using Visual Studio to define the layout of the report. These reports can be run using the RoleTailored client to display them. For more specific design-related help in Visual Studio, see Report Designer.

To See

Learn about designing reports for the RoleTailored client.

Designing Reports for the RoleTailored Client

Read about how to add a report to the Action Pane in the RoleTailored client.

How to: Make a Report Available in the RoleTailored Client

Learn how to quickly run a specific report that you are working on.

How to: Use a Shortcut to Run a Report

Step through creating a dynamic link from a report used to drill down into data.

Walkthrough: Creating a Link from a Report to a Page

Design a report that contains dynamic data.

Walkthrough: Designing a Report with Images, Interactive Sorting, and Visibility Toggle

Design a customer list report using Visual Studio.

Walkthrough: Designing a Customer List Report

Design a customer sales order report using Visual Studio.

Walkthrough: Designing a Customer Sales Order Report

Working with Report Redesign

If you want to redesign your existing reports to take advantage of the features in Visual Studio Report Designer, see this section to get started on working with report redesign.

To See

Get an overview of redesigning reports with Visual Studio Report Designer.

Understanding Report Redesign

Understand the steps involved in redesigning reports.

Manual Updates to Redesigned RDLC Report Layouts

Learn how to redesign an existing report in Microsoft Dynamics NAV, the Customer List report.

Walkthrough: Redesigning a Customer List Report

Learn what properties, functions, and triggers are not supported on client report definition (RDLC) report layouts

Supported Data Types, Functions, Properties, and Triggers in the Classic Client and RoleTailored Client

Working with Reports for the Classic Client

If you do not want to redesign reports so they can be viewed from the RoleTailored client, it is possible to use the Classic client instead to view the reports while running the RoleTailored client.

To See

Learn about designing reports for the Classic client.

Designing Reports for the Classic Client

Get an introduction to the basics of reports.

Report Fundamentals

See walkthroughs demonstrating the steps for creating different types of reports for the Classic client.

Classic Report Walkthroughs

See Also

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