Following are main guidelines in designing a report in Dynamics NAV 2013. By following a these guidelines following goals can be achieved.
- Simple and clean
- Easy to scan and read
- Professional and consistent
There are three types of report templates in Microsoft Dynamics NAV
- Document Report – Formal outgoing reports. (Sales Invoice, Order confirmations)
- List Report – Internal reports what show data at one level with unique key tow by row. Reports are mainly used to view master data or transaction data. (Customer list, Vendor list)
- Grouped List Report – Internal reports that show data grouped per key. Reports are combination of master data and other connected data. (Vendor wise ledger entry, Customer statistics)
Each of these have its own templates.
Document Report
Following is a example of a document report.
List Report
Following is a example of a list report.
Group List Report
Following is a example of a group list report.
Report Elements and Properties
Use the following settings for report elements and properties when using the Microsoft Dynamics NAV Report Designer.
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Element or property
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Setting
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Page Setup
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A4 Portrait: Left 2 cm, Right 1 cm, Top 1 cm, Bottom 1 cm
A4 Landscape: Left 1 cm, Right 1 cm, Top 2 cm, Bottom 1 cm
Letter Portrait/Landscape: All margins 0.5 in
Tabloid Portrait/Landscape: All margins 0.5 in
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Body Section Width
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A4: Portrait 18×27.7 cm, Landscape 27.7×18 cm
Letter: Portrait 7.5×10 in, Landscape 10×7.5 in
Tabloid: 10×16 in, Landscape 16×10 in
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Header/Footer Size
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Varies depending on amount of content
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Report Title in Header Section
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Font: Segoe UI, 14 pt, Bold
Cell Height: 20 pt
Padding: Cell Padding, Left 5 pt, Right 5 pt, Top 0 pt, Bottom 0 pt
Text Alignment (document reports): Right
Text Alignment (other reports): Left
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Headlines in Body Section
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Font: Segoe UI, 8 pt, Bold
Cell Height: 10 pt
Padding: Cell Padding, Left 5 pt, Right 5 pt, Top 0 pt, Bottom 0 pt
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All Other Text
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Font: Segoe UI, 8 pt, Regular
Cell Height: 10 pt
Padding: Cell Padding, Left 5 pt, Right 5 pt, Top 0 pt, Bottom 0 pt
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Spacing below Header Section
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Height: 20 pt
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Line Spacing
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Placed in Grid: 10 pt spacing
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Table Header
(Create as 4 rows)
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Row 1: Caption in Bold
Row 2: Height 2.5 pt, Border Bottom, Black, Solid, Width 1 pt
Row 3: Height 2.5 pt
Row 4: First line in table
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Tables Content
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Cell Height: 10 pt
Cell Padding: Left 5 pt, Right 5 pt, Top 0 pt, Bottom 10 pt
Vertical Align for Cells: Top (Default)
If row below is indented: Add 10 pt to Left Padding
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Cell Colors
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List and Grouped List Reports: Alternate Background = mod 2, “WhiteSmoke”, “White”
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Logo
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Height: 40 pt
Spacing below Logo: 10 pt
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Text Alignment
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Numeric/decimal fields: Right
Text/Code fields: Left
Date/Time fields: Left
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Link Color
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Blue (no underline)
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Chart
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Palette: BrightPastel
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Original Article :
Thank you and Regards,
Tharanga Chandrasekara.