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[Laurie Gooch]

Hi,
I was wondering if anyone has the steps to customize a report from NAV using word.

Thank you
Laurie

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Laurie Gooch
Accounting Coordinator
Creative Food Ingredients
Perry NY
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[Ronald McVicar]

First, what version of NAV and do you have the right version of Microsoft Office (Word) installed.

next: Does the report already exist and is there a custom report layout for Word or just RDLC. If just RDLC then you need to create a new report using an existing layout or copy an existing report.  

This is a good link for a basic overview:
How to customize an existing layout:
HOW DO I – Customize Report Word Layout.

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HOW DO I – Customize Report Word Layout. Hi Readers, This article is based on an email request that I received on my blog Contact form. The Request… View this on Dynamics >

Or if a RDLC but you want Word layout follow this URL
Create Word Report Layout – Dynamics NAV

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Create Word Report Layout – Dynamics NAV Create blank Word report layout on a report from Development Environment and modify the layout to include dataset fields and define a general format. View this on Microsoft >

Lastly a good tutorial and learning nuts to bolts it the Packet Publishing ebook Microsoft Dynamics NAV 2015 Professional Report and start reading chapter eight
Microsoft Dynamics NAV 2015 Professional Reporting | PACKT Books

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Microsoft Dynamics NAV 2015 Professional Reporting | PACKT Books Discover tips and trick for Dynamics NAV report building View this on Packtpub >

How this gets you started

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Ronald McVicar
IT Software Manager
National Steak Processors, Inc.
Owasso OK
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[Franz Kalchmair]

first start with standard reports 1304 – 1307. These are word reports.

To create a word report:
* Create a new report
* add dataitem and columns (fields)
* set report property “DefaultLayout” to “Word”
* goto menu Extras/Word-Layout -> New, accept message with OK
* save the new report
* Now go again to Extras/Word-Layout -> select EXPORT to export the word template, set a filename, save the word doc. 
* Now open the word doc
* In Word show the menu “Developing Tools”, select it, there click on “Xml MappingArea”
* In the xml mapping select the last xml component “urn:microsoft-dynamics-nav …”
* Under NavWordReportXmlPart you find the dataitem (record) structure.
* add needed fields by right click on a field, “add control element” ->  “only text”
* save the word doc
* re-import the word doc with Extras/Word-Layout -> IMPORT in nav. dev.

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Franz Kalchmair
Microsoft MVP
Senior Consultant
Austria, Europe
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[Ritu Sood]

Hi Laurie,

 

To Customize a report in the word, the following steps need to be followed

• Take any report e.g. 206 -Sales – Invoice
• Open report in design mode
• Click on Tools à Word Layout à New
• Save & compile the report
• Click on tools à Word Layout à Export
• Save the word document in the desired path
• Word document will be blank
• Click on Developer tab à XML Mapping Pane
• On Right Hand side a XML Mapping pane will be opened
• Select the desired report (urn:Microsoft-dynamics-nav/reports/Sales_Invoice/206/)
• Design whatever layout you want (Suggest to start with simple layout)

• Save the word file
• Open report design of report 206
• Click on tools à word Layout à Import
• Select the file
• Save & compile the report
• Run the report
• Choose the option à Print à Microsoft Word
• Save or open the word report
• Report will display the data in the following format

Using this method any simple to complex report can be designed.

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Ritu Sood
All E Technologies Inc.
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