Book Image

Microsoft Dynamics NAV 2009: Professional Reporting

Book Image

Microsoft Dynamics NAV 2009: Professional Reporting

Overview of this book

Microsoft Dynamics NAV is widely used in enterprises with its enhanced reporting features, but there still isn’t a book that covers reporting in depth, until now. This book will show you what’s possible and exactly how to develop reports for Dynamics NAV 2009. Learn why reports are designed in a specific way and then apply this knowledge to your advantage. Microsoft Dynamics NAV 2009: Professional Reporting is an essential guide to understanding the effort involved in creating reports in Dynamics NAV 2009, and all of the available reporting possibilities. Reading this book will result in a better understanding and it will help you save time during development.The book starts with an overview of what kind of reports you can create without a developer using charts, dimensions, and analysis views. The next chapter will introduce the new architecture of Role Tailored Client (RTC) reports and the basics on how to create them or have them generated. Moving on we will discuss data visualization, where you will learn how and when to implement all the available Visual Studio controls. Document reports and other types of specific reports are covered next, and you will get to know all the best workarounds for getting them to work correctly.Knowing other related features is vitally important to obtain a helicopter view of all the reporting possibilities of Dynamics NAV, and the next chapter will introduce Business Intelligence concepts and available technologies that could be used in combination with the Dynamics NAV database. Technology is evolving rapidly and new versions of Dynamics NAV are in the pipeline, so the book will also provide you with a view to the future and how to prepare for it.
Table of Contents (15 chapters)
Microsoft Dynamics NAV 2009: Professional Reporting
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Summary


Microsoft Dynamics NAV 2009 provides an intuitive and customizable user interface called the Role Tailored client, which developers, partners, administrators, and super users can customize to support the job functions of different work roles in an organization.

The Role Center is the user interface in Microsoft Dynamics NAV 2009 and is like a homepage to the system. It displays the specific tasks, activities, and information that each role needs to do their job, providing them with an overview of what they've done and what is next. It enables them to focus on their tasks and organize their time.

One of the key advantages of Role Center is that it's so easy to personalize. Parts can be added, removed, or customized by users to show the information or view that suits individual needs, without the need for a programmer.

The various types of dimensions available in Microsoft Dynamics NAV (global, shortcut, budget, and default) provide companies with an effective method of analyzing information. Through the use of analysis views, companies can access financial and budget information based on specific G/L criteria. Together, dimensions and analysis views allow companies to analyze trends and compare various characteristics across a range of entries.

We have seen that Dynamics NAV comes with a lot of built-in functionality that provides different types of reports and analysis tools without having to do any customizations or development. Setting up dimensions and dimension-based reports requires some expertise, but doing it right will result in a lot of added value. You can say that the dimension functionality of Dynamics NAV is its own internal business intelligence system. Having it in place provides you with the added value of being able to create more types of analyses and reports.

Besides dimensions, Dynamics NAV comes with many reports already available, out of the box, tailored to the localization that you are using. Reports can be divided into types, to make it easier to understand why and when to use them.

The charts parts and chart panes of the Role Tailored Client provide you with an extra added value compared with other products or previous versions of Dynamics NAV. Furthermore, you can customize every page and data visualization has been built into the application, making it easier to see and understand the information you require on a daily basis, so you can make informed business decisions with confidence.

When printing a report there are a couple of settings that come into play to determine how the report will be printed and understanding that can avoid a lot of frustration.

In the next chapter, we will learn to create a simple report using the Report Designer.