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Microsoft

Build reports for Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

  • Module 1: Do you want to know how to start creating reports for Business Central? If so, this module will explain the different components that a typical report consists of.
  • In this module, you will:

    • Learn about the report components.
    • Review the report description.
    • Discover the difference between data items and columns
  • Module 2: Do you want to learn about the report design process for Microsoft Dynamics 365 Business Central? If so, this module will explain the different steps that are involved in creating a report.
  • In this module, you will:

    • Learn about the report design process.
    • Use a snippet to create a report object.
  • Module 3: Do you want to learn how to build the data model for a report in Microsoft Dynamics 365 Business Central? This module will discuss the different components of a report data model.
  • In this module, you will:

    • Learn about the different report components.
    • Create the data items for a report.
    • Add columns to the dataset of a report.
    • Order, link, and indent data items.
  • Module 4: Do you want to learn how to add a layout to a report in Microsoft Dynamics 365 Business Central? In this module, you'll learn about the client report definition (RDLC) layout and Word layout formats and how to create them.
  • In this module, you will:

    • Discover the different report layouts.
    • Create an RDLC layout for a report.
    • Create a Word layout for a report.
  • Module 5: Do you want to learn how to complete the report request page for a report in Business Central? In this module, you'll learn about the report request page and how to create it.
  • In this module, you will:

    • Understand the report request page
    • Create a report request page
  • Module 6: Do you want to learn how to add reports to Tell Me and substitute a report in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to add reports to Tell Me and how to substitute a report.
  • In this module, you will:

    • Add reports to Tell Me.
    • Substitute a report.
  • Module 7: Do you want to learn how to work with report triggers and functions in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to create processing-only reports and how to use the report triggers and functions.
  • In this module, you will:

    • Learn about and use report triggers and functions.
    • Create a processing-only report.
  • Module 8: Do you want to learn how to make your reports multilingual in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to generate a report in the language of the user or the recipient.
  • In this module, you will:

    • Create a report in the language of the user.
    • Create a report in the language of the recipient.
  • Module 9: Do you want to learn how to extend reports in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to extend reports.
  • In this module, you will:

    • Learn about different parts of a report extension.
    • Extend reports.
    • View report extension examples.
  • Module 10: Do you want to learn how to work with reports in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to work with reports and the difference between preview, run, email, and print.
  • In this module, you will:

    • Preview and run reports.
    • Set up printers.

Syllabus

  • Module 1: Introduction to report components in Dynamics 365 Business Central
    • Introduction
    • Report descriptions
    • Report properties and triggers
    • Data items and columns
    • Request page
    • Work with report labels
    • Report layouts
    • Check your knowledge
    • Summary
  • Module 2: Use the report design process in Dynamics 365 Business Central
    • Introduction
    • Report design process
    • Use a snippet to create a report object
    • Check your knowledge
    • Summary
  • Module 3: Design the data model of a report in Dynamics 365 Business Central
    • Introduction
    • Create report data items and their properties
    • Add columns to a report dataset
    • Link, order, and indent data items
    • Check your knowledge
    • Summary
  • Module 4: Add a layout to a report in Dynamics 365 Business Central
    • Introduction
    • Add an RDLC layout to a report
    • Add a Word layout to a report
    • Exercise - Create a basic report
    • Check your knowledge
    • Summary
  • Module 5: Complete the report request page in Dynamics 365 Business Central
    • Introduction
    • Design the request page
    • Design the request options page
    • Check your knowledge
    • Summary
  • Module 6: Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
    • Introduction
    • Add reports to Tell Me
    • Substitute a report
    • Check your knowledge
    • Summary
  • Module 7: Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
    • Introduction
    • Report trigger implementation flow
    • Use report functions
    • Create a processing-only report
    • Adding barcodes to a report
    • Exercise - Create a processing-only report
    • Check your knowledge
    • Summary
  • Module 8: Implement multilingual reports in Dynamics 365 Business Central
    • Introduction
    • Create a report in the language of the user
    • Create a report in the language of the recipient
    • Check your knowledge
    • Summary
  • Module 9: Extend reports in Dynamics 365 Business Central
    • Introduction
    • Anatomy of a report extension
    • Examples of report extensions
    • Check your knowledge
    • Summary
  • Module 10: Work with reports in Dynamics 365 Business Central
    • Introduction
    • Preview and run reports
    • Set up printers
    • Check your knowledge
    • Summary

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