Reporting in Microsoft Dynamics® NAV 2013

NB: Microsoft have retired this course in March 2017. The exam is shortly going to be retired. However we are still offering this course as a large number of our customers still need access to this.

Please contact our team at to discuss an alternative pathway.

This two-day course is designed for students who are preparing to create RoleTailored client reports in Microsoft Dynamics® NAV. The course primarily provides explanation of the reporting features and the design of RoleTailored client reports in Microsoft Dynamics NAV 2013. This course is intended to a partner that sells and implements the reporting module to customers. The typical partner has an ERP background and is strong in accounting principles.

At Course Completion

• Describe the roles of reports and know the anatomy of a report.
• Understand the way a report layout is designed and executed.
• Know how frequently used report properties are implemented in Report Definition Language Client (RDLC) report layouts.
• Know how to build a request options page for the RDLC report layout.
• Describe the prerequisites for report development in Microsoft Dynamics NAV 2013.
• List the software prerequisites for report development.
• List the hardware prerequisites for report development.
• Explain where to find more information about Microsoft Visual Studio 2010.
• Describe the roles of reports and know the anatomy of a report.
• Explain the structure of reports in Visual Studio Report Designer.
• Understand the rules for flattening data.
• Understand the steps involved in creating a basic report.
• Explain how to include a label, variable and expression.
• Explain the creation of the layout of a report.
• Document the User Experience (UX) guidelines for reports in Microsoft Dynamics NAV 2013.
• Demonstrate how to view the dataset at runtime.
• Describe how to set page options, paper size.
• Understand the creation process for the dataset.
• Know how frequently used report properties are implemented in RDLC report layouts.
• Know what the request options page in a report is used for and how to build a request options page for the RDLC report layout.
• Learn how to implement sorting and filtering in Microsoft Dynamics NAV 2013 reports.
• Explain when to use headers and footers and how to add or delete a header or footer section.
• Explain the difference between Print Preview and Print Layout.
• Describe the visibility options for the reports and how to use them.
• Explain interactive sorting and how to implement it.
• Explain how document maps work and how to add them to a report.
• Explain how coding can be used in reports.
• Work with expressions.
• Learn how to use expressions.
• Examine frequently used expressions.
• Describe the components of the Sales Invoice report.
• Apply green bar effects and create dashboard reports.
• Understand how a report will be rendered when it is exported to an Excel spreadsheet or a PDF file.
• Apply some helpful information that can be useful when you design reports.
• Use the features of the ReportViewer control.
• Describe how to run a report from the RoleTailored client.
• Examine how to add a report to a page and the Departments section.
• Examine how to create and run hyperlinks to reports at the command prompt, the Start menu, the Desktop and Microsoft Internet Explorer.
• Describe how to run a report from a SharePoint site.
• Describe how to create a hyperlink to a page.
• Describe how to create a hyperlink to a report.
• Review where to locate additional resources and information about reporting.
• Run a stand-alone report by using Visual Studio.
• Explain the report upgrade workflow for different report types.
• Implement report dataset optimization.
• Describe the upgrade process and flow of reports to the RoleTailored client.
• Explain how to use the dataset for the report dataset designer.
• Describe how to upgrade classic reports.
• Apply dataset optimization techniques in reports.
• Apply report design UX guidelines.
• Optimize performance.
• Build the request page.
• Import and upgrade a report that has only a Classic report layout to a Microsoft Dynamics NAV 2013 report that has an RDLC layout.
• Modify the RDLC layout.