Module 4: Set Up Microsoft Dynamics 365 Business Central for reporting (Part 1) Flashcards
two types of report layouts that you can use on reports:
Microsoft Word
RDLC (Report Definition Language Client-side, the file extension for SQL Server Report Builder files)
Built-in layouts for reports
predefined layouts that are designed for specific reports
Business Central reports will have a built-in layout as either an RDLC report layout, Word report layout, or in some cases both
You cannot modify a built-in report layout from Business Central, but you can use them as a starting point for building your own custom report layouts
Custom layouts
report layouts that you design to change the appearance of a report
typically create a custom layout based on a built-in layout
–> but you can create them from scratch or from a copy of an existing custom layout
enable you to have multiple layouts for the same report, which you switch among as needed
A Word report layout
based on a Word document (.docx file type)
enables you to design report layouts by using Microsoft Word 2013 or later
determines the report’s content - controlling how that content elements are arranged and how they look
typically uses tables to arrange content, where the cells can contain data fields, text, or pictures
RDLC layouts
based on client report definition layouts (.rdlc or .rdl file types)
These layouts are created and modified by using SQL Server Report Builder
The design concept for RDLC layouts is like Word layouts, where the layout defines the general format of the report and determines the fields from the dataset to include
Designing RDLC layouts is more advanced than Word layouts
To create a custom layout
you can either make a copy of an existing custom layout or add a new custom layout, which in most cases is based on a built-in layout
When you add a new custom layout, you can choose to add an RDLC report layout type, Word report layout type, or both
when do we need to update a custom report layout that is used on a report?
when there has been a design change to the report’s data set
–> for example, a field that is used in the layout has been removed from the report data set
If a report layout requires updating, you will get an error message when you try to preview, print or save the report
an automatic layout update can/t function in which cases?
Deleted fields, labels, or data items
Duplicate field names in the report layout after a field has been renamed in the dataset
–> This should be treated as a design error.
Upgrade scenarios where there are multiple iterations of a report layout that causes multiple rename actions on the same fields, labels or data items
If the update process detects any one of these issues, the update cannot be applied.
–> You will have to fix the issues manually
what is the Report Selection page for a report in Business Central used for?
to specify which report(s) to run when a user prints a document like an order confirmation
to define more than one report to print at the same time
are report selections available for all reports in business central?
nah
the report request page
a page that lets us set certain options and filters for changing the data that is included in the generated report
What are the available layout options for report layouts in Business Central?
Word
RDLC
Word and RDLC
Report layouts are built in. They cannot be modified or customized.
Word and RDLC
A report can be set up with multiple report layouts, which you can switch among as required. You can use one of the built-in report layouts or you can create custom report layouts and assign them to your reports as needed. There are two types of report layouts that you can use on reports, Word and RDLC. A report layout can be based on either a Word document or RDLC file. Deciding on whether to use a Word report layout or RDLC report layout type will depend on how you want the generated report to look and your knowledge of Word and SQL Server Report Builder.
What is the purpose of report selections?
Report selections allow a user to select which report layout to print.
The Report Selections table contains the specification of which report will be printed in different situations. It also contains the report ID and report name for the report that will be printed when you work with a given document type.
Report selections are only available to a partner who customizes the database. It allows the developer to determine which report to run at runtime, when a print button is selected for a certain document.
Report selections is a depreciated feature. It is no longer used.
The Report Selections table contains the specification of which report will be printed in different situations. It also contains the report ID and report name for the report that will be printed when you work with a given document type.
For document reports in Business Central, what is the recommended layout?
Document reports that use an RDLC report layout are typically faster than those that use a WORD report layout. So, if you have the option to choose between a Word or RDLC report layout for a document report, use the RDLC report layout for the best performance.
Document reports that use a Word report layout are typically faster than those that use an RDLC report layout. So, if you have the option to choose between a Word or RDLC report layout for a document report, use the Word report layout for the best performance.
Document reports that use an RDLC report layout are typically smaller in size than those that use a WORD report layout. So, if you have the option to choose between a Word or RDLC report layout for a document report, use the RDLC report layout for the better storage requirements.
Document reports that use an WORD report layout are typically smaller in size than those that use a RDLC report layout. So, if you have the option to choose between a Word or RDLC report layout for a document report, use the WORD report layout for the better storage requirements.
Document reports that use a Word report layout are typically faster than those that use an RDLC report layout. So, if you have the option to choose between a Word or RDLC report layout for a document report, use the Word report layout for the best performance.
Depending on the layouts that are available for a report, you can choose to use a built-in RDLC report layout, a built-in Word report layout, or a custom layout. Document reports (not lists) that use a Word report layout are typically faster than those that use an RDLC report layout. So, if you have the option to choose between a Word or RDLC report layout for a document report, use the Word report layout for the best performance.
