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Classic Reports in the Role Tailored Client: Deployment Options and Tradeoffs

by Filip Gudelj
Microsoft Business Solution Manager, Recro-Net,

Microsoft Dynamics NAV useres commonly ask for the ability to start classic reports from the Microsoft Dynamics NAV role-tailored client (RTC). But the design of the RTC client itself does not provide an easy way of calling these reports via GUI integration with specific business processes of end user.  So to deliver on this customer request you have to do a little customization to expose these reports. In this article I'll show two little tricks for calling classic reports without need of further thinking what data you're actually trying to show.

Dummy Game

The idea behind the "Dummy Game" is a simple trick of setting one dummy data set as the first record set of a report. Basically this dummy data set will act as the data provider bookmark from the RTC client - or it will copy data from an RTC client row into the report field as parameter.

In this example I'll use my custom report "Vendor balance"which will be called directly from the Vendor Card Page. We developed it as a NAV classic report and put it on the vendor card. The problem with this report was that it was still behaving like a classic NAV report despite advanced functionality of calling it directly from a vendor record. And the user needed to enter vendor data from the vendor card from where it was called - a double job.  So here's the dummy secret.

In first data set of the report we've placed the Dummy Data item.

Dummy Data Report Microsoft Dynamics NAV RTC

The role of this dummy filter ...

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About Filip Gudelj
Filip is the head of Microsoft Business Solutions Department at Recro-Net. He blogs about Microsoft Dynamics and project management on his blog.
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