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Turn Report Selections into a Selection Dialog

June 12, 2014 Posted by Olof Simren Development, General, Miscellaneous, Sales 2 Comments

Here is a small trick that I have used a couple of times to turn the report selections into a selection dialog in Microsoft Dynamics NAV.

The report selection table in Dynamics NAV is used to specify what report(s) to run when a user prints a document such as an order confirmation. Part of the report selection functionality is the ability to define more than one report to print at the same time; you can for example have Dynamics NAV print three different documents when the user prints an order confirmation. This is done by listing the reports in the reports selection table in a defined sequence.

Report-Selections-Dynamics-NAV

If you don’t want to print all the reports each time, but instead display a dialog where the user selects which one to print, then this is quite easy to accomplish with a small tweak.

Here is an example of how it can be done. We start with adding a SelectionDialog function to the Document-Print codeunit (229). The SelectionDialog function will use the report selection records to display a selection dialog for the user (only if more than one report is listed) and then apply a filter in the report selection table on the sequence field based on what option the user selected.

Selections-Dialog-Function-Dynamics-NAV

The SelectioDialog function is then simply called before the reports are run in the different functions in the Document-Print codeunit.

Selections-Dialog-Call-Dynamics-NAV

The result of this then looks like below.

Report-Selections-Dialog-Dynamics-NAV

This way you can setup multiple versions of reports for each document and have the users select what version to print using the dialog. It could for example be different order confirmations depending on what type of order or customer it is.

A small trick that I have found very useful a couple of times.

The above modified codeunit is available in the downloads section (use it on your own risk 🙂 ).

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About Olof Simren

I am a Microsoft Dynamics NAV and 365 Business Central Expert, I started implementing Microsoft Dynamics NAV in 2002, back then it was called Navision Attain. Throughout the years there has been many exciting implementations in different parts of the world, all of them with different challenges but with one common theme; manufacturing. As a consultant, I bring over 20 years of experience in implementing Microsoft Dynamics NAV and 365 Business Central within manufacturing and distribution companies. The services I offer includes project management, consultation, development and training. Feel free to contact me if you need help with anything related to Microsoft Dynamics NAV or 365 Business Central. I work through my company Naviona where I team up with other skilled Microsoft Dynamics NAV and 365 Business Central Experts.

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2 Comments

Leave your reply.
  • Roma
    · Reply

    November 13, 2015 at 4:10 AM

    Hi, Olof!
    Thank`s for your article.
    Working on dynamic report selection now. We are using some functional from russian localization, which is similar to your idea. It extends report selection by checking all reports you want to print in that moment. Can advise to learn page “Report Selection – Print” and changes in CU 229 in NAV 2016 RU (maybe it exists in earlier versions…)

    • Olof Simren
      · Reply

      Author
      November 13, 2015 at 8:17 AM

      Hi Roma,
      Many thanks for your comment! I will check it out when I get a chance.

      /Olof

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