1. Upgrading your reports from Dynamics NAV 2009 Classic
Claus Lundstrøm, Microsoft MVP
Continia Software

2. Your presenters Claus Lundstrøm NAVUG Board Member Claus Lundstrøm
Microsoft MVP
Claus Lundstrøm
Senior Product Manager
Continia Software

3. GOAL for the next 45 min.
Hopefully enable you to take a decision how to upgrade your Classic reports to NAV 2016

4. Reports in NAV 2016 UNDERSTANDING REPORT TOOLS IN NAV 2016
RDLC
Word
UPGRADE REPORTS TO NAV 2016
Document Reports
Financial Reports
3RD PARTY REPORTING TOOLS
ForNAV, Document Creator, InterForm, Document Builder, Lasernet,
YAVEON Report Converter, 1ClickFactory etc…etc…etc… 4

5. UNDERSTANDING REPORT TOOLS IN NAV 2016 RDLC

6. Rendering of rdlc reports
BODY
PAGE
HEADER
PAGE
HEADER
PAGE
HEADER
PAGE
FOOTER
PAGE
FOOTER
PAGE
FOOTER
I.E. 400 REPORTS ARE SENT IN 1 BIG DATASET, THIS COMPLICATE THINGS 6

7. STANDARD NAV RDLC REPORTS
LIST
TABLE
TABLE
TABLE 7

8. “BEST PRACTICE” NAV RDLC REPORTS
TABLE
GROUP
GROUP
GROUP
Explained here: 8

9. ISSUES ISSUE LIST w. TABLES TABLE w. GROUPS DYNAMIC HEADERS NO YES
DYNAMIC FOOTERS
EASY TO CREATE
PAGE NUMBER
COMPLICATES THE REPORT
CHEAP, BUT ONLY IN TOP OR BOTTOM
TRANSHEADER /
TRANSFOOTER
CODE.GET & CODE.SET
(MAKES THE REPORT EXPENSIVE)
HAVE TO BE DONE IN PAGE HEADERS AND PAGE FOOTERS
ONLY IN PAGE FOOTER, WHICH IS USUALLY MUCH SMALLER THAN PAGE HEADER 9

10. Basically, if you have a list in your document report you are doing it wrong!!! AND THE REPORT WILL BE MUCH MORE EXPENSIVE to design

11. UNDERSTANDING REPORT TOOLS IN NAV 2016 WORD

12. Word NAV reports Only a few reports in standard are in Word format
Easy to create but positioning can be a struggle
No conditional support, i.e. Discount can not be shown to only customers getting a discount
Word reports was designed for end customers not for partners
If you need help from partner, you probably need a RDLC report

13. UPGRADE REPORTS

14. UPGRADE REPORTS TO NAV 2016 - Documents
All Classic layout is deleted
Create new layout from scratch, fastest when upgrading reports.
Do not design your document Reports with List as in standard reports. You will pay extra if reports are designed with Lists, and the reports will be less flexible

15. UPGRADE REPORTS TO NAV 2016 - FINANCIAL
Consider if Power BI is not the right thing
RDLC Reports can do great things, but are static

16. 3RD PARTY REPORTing TOOLS

17. 3RD PARTY REPORTING TOOLS
Many 3rd party reporting tools exist:
ForNAV Document Creator(IDYN)
InterForm Document Builder(NAVAX)
Lasernet Report Converter(YAVEON)
1ClickFactory

18. 3RD PARTY REPORTING TOOLS
Upgrade Classic reports
External Layout Designer, not Visual Studio
Customer dependent on tool after upgrade of reports
Uses newest version of RDLC, released with NAV 2013 R2
ForNAV
YES
N/A
Document Creator
InterForm NO
Document Builder
Lasernet
YAVEON Report Converter
1ClickFactory

19. Thank you for attending
Contact information
Claus Lundstrøm, NAVUG –
Claus Lundstrøm, MVP –
Claus Lundstrøm, Contina –

20. Thank you for attending
Reminders: Please download the session slides from the NAVUG Congress Community or through the Congress App Please visit our Dynamics NAV help desk Monday evening in the Expo Please complete your session survey in the Congress App