How to: Make a Report Available in the RoleTailored Client

After you have created and designed a report using Visual Studio, you must also add the report to the interface of the RoleTailored client. The following procedure explains how to make a report available in the RoleTailored client by adding the report to the promoted actions pane in the Customer List page.

To make a report available in the RoleTailored client

  1. In the Microsoft Dynamics NAV Classic client, open Object Designer, and then click Page.

  2. Select the page to display the report, for example, Page 22, Customer List.

  3. Click Design to open the page in Page Designer.

  4. Select an empty line in the designer. Click View, and then Actions to open Action Designer.

  5. Scroll down to the ActionContainer that has Reports as its subtype.

  6. Add an action to the list; in the Caption field enter a name for the action, and in the Type field, select Action.

  7. Click View, and then Properties to open the Properties window for the new action.

  8. In the Value field of the RunObject property, click the drop-down arrow and select the new report in the Object List window.

  9. Set the Push Action property to RunObject, set the Promoted property to Yes, and set the PromotedCategory property to Report.

  10. Compile and save the page.

  11. Open the RoleTailored client and then open the Customer List page.

    The report is added to the list of promoted actions. Click the action to run the report.

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