Report Creation In Microsoft Dynamics 365 BC

Report Creation In Microsoft Dynamics 365 BC

STEP-01: 

  • Right Click on the .vscode and select New File.
new file report

STEP-02: 

  • Enter the Name of the report as shown.
  • Note while naming the report, .al extension is mandatory.
name of report

Step-03:

  • Type tr for creating a new report.
  • t” is the prefix for finding the objects in VS.
new report in dynamics 365

STEP-04:

  • After step 03, report structure has been created.  
report structure

STEP-05:

  • In the above screenshot, the red underline is shown, this means that you have to specify TableName and its Fields that your business required for analysis.
  • Also, note that we added syntax.
rdlc

STEP-06:

  • Once the report coding is done, either go to the “Command Pallet” or use the shortcut Ctrl+Shift+P and publish the report.
publish report

STEP-07:

  • After Publishing the report, you will see that the VS Code created one file as shown below.
d365 first report

STEP-08:

  • Now Right-click on the MyFirstReport.rdl and choose the option Reveal in File Explorer.
reveal in file explorer

STEP-09:

  • When selecting the above option, then MyFirstReport.rdl file path open as shown below.
report file path

STEP-10:

STEP-11:

  • After installing the setup, open the file.
  • The report has three section-
  1. Report Header
  2. Report Body
  3. Report Footer

As shown.

open report in sql

STEP-12:

  • Now Select Report Header for Printing Report Name.
select report header

STEP-13:

  • After selecting the Text Box, enter the name of the Report.
enter report name

STEP-14:

  • Now Select Report Body for Printing data of source table.
report body

STEP-15:

  • After selecting the table, enter the data source fields that you have created in the VS Code.
  • Note: Go to the Table properties and select dataset option and press “Ok”, as shown
table properties for dataset
select dataset

STEP-16:

  • After Step 15, select source fields from the dataset.
dataset source field

STEP-17:

  • Enter all the source data according to the step 16.
enter all fields

STEP-18:

  • After doing the above steps, save the report and publish a report using the VS code.
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