Report components in NAV 2009: Part 1

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Report components overview

What we generally refer to as the report or report object is technically referred to as a Report Description. The Report Description is the information describing the layout for the planned output and processing logic to be followed when processing the data. Report Descriptions are stored in the database in the same way as other table or form/page descriptions.

As with pages, we will use the term “report” whether we mean the output, the description, or the object. Reports share some attributes with pages including aspects of the designer, features of various controls, some triggers, and even some of the properties. Where those parallels exist, we should take notice of them. The consistency of any toolset, including NAV, makes it easier to learn and to use. This applies to developers as well as to the users.

The overall structure of an NAV RTC Report consists of the following elements. Any particular report may utilize only a small number of the possible elements (for example, Section Triggers are not used by the RTC), but many different combinations are feasible and logical.

  • Report Properties
  • Report Triggers
  • Data Items
    • Data Item Properties
    • Data Item Triggers
    • Data Item Sections
      • Section Triggers
      • Data Field Controls
    • Visual Studio Layout
      • VS Controls
        • VS Control Properties
    • Request Page
      • Request Page Properties
      • Request Page Triggers
      • Request Page Controls
        • Request Page Control Properties
        • Request Page Control Triggers

The components of a report description

A report description consists of a number of primary components, each of which in turn is made up of secondary components. The primary components Report Properties and Triggers and Data Item Properties and Triggers define the data flow and overall logic for processing the data. These are all designed in the C/SIDE Report Designer.

A subordinate set of primary components, Data Field Controls and Working Storage, are defined within the DataItem Sections, which are also designed in the C/SIDE Report Designer.

Data Fields are defined in this article as the fields contained in the DataItems (that is application tables). Working Storage (also referred to as Working Data) fields are defined in this article as the data elements that are created within a report (or other object) for use in that object. Working Storage data elements are not permanently stored in the database.

These components constitute the data elements that will be made available to the Visual Studio Report Designer (VS RD).

The VS RD cannot access any data elements that have not been defined within the Report Sections (each of which must be associated with a DataItem).

The Report Layout  is designed in the VS RD using the data elements made available to the VS RD by the C/SIDE RD, defined in the DataItem Sections. The Report Layout includes the Page Header, Body, and Page Footer. In most cases, the Body of the report is based on a layout table.

Note that the VS RD layout table is a data grid used for layout purposes and is not the same as a table of data stored in the NAV database. This terminology is confusing. When the NAV Help files regarding reports refer to a table, you will have to read very carefully to determine which meaning for “table” is intended.

Within the Report Body, there can be none, one, or more Detail rows. There can also be Header and Footer rows. The Detail rows are the definition of the primary, repeating data display. A report layout may also include one or more Group rows, used to group and total data that is displayed in the Detail row(s).

All of the report formatting is controlled in the Report Layout. The Font, field positioning, visibility options (including expand/collapse sections), dynamic sorting, and graphics are all defined as part of the Report Layout. The same is true for pagination control, headings and footers, some totaling, column-width control, and a number of other display details.

Of course, if the display target changes dramatically in the future versions of NAV, for example, from a desktop workstation display to a browser supporting cellular phone, then the appearance of the Report Layout will change dramatically as well. One of the advantages of SSRS is to support such a level of flexibility. But, if you expect that degree of variability in output devices, you will have design accordingly.

There is another primary functional component of a report description, the Request Page. It displays as a page when a report is invoked. The purpose of the Report Request Page is to allow users to enter information to control the report. Control information entered through a Request Page may include filters, control dates, other control parameters, and specifi cations as well as defining which available formatting or processing options to use for this instance of the report (that is for this run). The Request Page appears once at the beginning of a report at run time.

Report Data Flow

One of the principal advantages of the NAV report is its built-in data flow structure. At the beginning of any report, you must define the data item(s), the tables that the report will process. It is possible to create a working report that has no data items, but that situation normally calls for a codeunit to be used. There are rare exceptions to this, such as a report created for the purposes of processing only, perhaps to control branching or choice of objects to be run subsequently. In that case, you might have no data item, just a set of logic whose data flow is totally self-controlled. Normally in a report, NAV automatically creates a data flow process for each data item. This automatically created data flow provides specific triggers and processing events:

  • Preceding the data
  • For each record of the data
  • Following the end of the data
  • The underlying “black-box” report logic (the part we can’t see or affect) loops through the named tables, reading and processing one record at a time. That flow is automatic, that is we don’t have to program it. Therefore, any time we need a process that steps through a set of data one record at a time, it is quite likely we will use a report object.

    If you’ve ever worked with some of the legacy report writers or the RPG programming language, it is likely that you will recognize this looping behavior. That recognition may allow you to understand how to take advantage of NAV reports more quickly.

    The reference to a database table in a report is referred to as a Data Item. One of the capabilities of the report data flow structure is the ability to nest data items. If Data Item 2 is nested within Data Item 1 and related to Data Item 1, then for each record in Data Item 1, all of the related records in Data Item 2 will be processed. The next screenshot shows the data item definition screen.

    This example uses tables from our ICAN system. The design is for a report to list all the Gifts by Donor for each Donor Type. Thus Donor Type is the primary table (DataItem1). For each Donor Type, we want to list all the Donors that have given Gifts to ICAN (DataItem2). And for each Donor of each Donor Type, we want to list their Gifts which are recorded in the Gift Ledger (DataItem3).

    On the Data Item screen, we initially enter the table name Donor, as you see in the following screenshot. The Data Item Name, to which the C/AL code will refer, is DataItem1 in our example here. When we enter the second table, Donor, then we click on the right arrow at the bottom of the screen. That will cause the selected data item to be indented relative to the data item above (the “superior” data item). That causes the nesting of the processing of the indented data item within the processing of the superior data item.

    In this instance, we have renamed the Data Items just for the purpose of our example, in order to illustrate data flow within a report. The normal default behavior would be for the Name in the right column to default to the table name shown in the left column (for example, the Name for Donor would be displayed as < Donor > by default). This default Data Item Name would only need to be changed if the same table appeared twice within the Data Item list. For the second instance of Donor, for example, you could simply give it the Name Donor2.

    For each record in the superior data item, the indented data item will be fully processed. Which records are actually processed in the indented table will depend on the filters, and the defined relationships between the superior and indented tables. In other words, the visible indentation is only part of the necessary definition. We’ll review the rest of it shortly.

    For our example, we enter a third table, Gift Ledger, and enter our example name of DataItem3.

    Programming Microsoft Dynamics NAV 2009

    The following chart shows the data flow for this Data Item structure. The chart boxes are intended to show the nesting that results from the indenting of the Data Items in the preceding screenshot. The Donor Data Item is indented under the Donor Type Data Item. That means for every processed Donor Type record, all of the selected Donor records will be processed. That same logic applies to the Donor records and Gift Ledger records (that is, for each Donor record processed, all selected Gift records are processed).

    Programming Microsoft Dynamics NAV 2009

    The blocks visually illustrate how the data item nesting controls the data flow. As you can see, the full range of processing for DataItem2 occurs for each DataItem1 record. In turn, the full range of processing for DataItem3 occurs for each DataItem2 record.

    In Classic Client reporting, the formatting and output for each record processed happened in sequence as the last step in processing that record. In other words, once a record was read and processed, it was rendered for output presentation before the next record was read.

    In the NAV 2009 Role Tailored Client, report processing occurs in two separate steps, the first tied primarily to what has been designed in the Classic RD, the second tied to what has been designed in the VS RD. The processing of data represented in the preceding image occurs in the first step, yielding a complete dataset containing all the data that is to be rendered for output.

    This intermediate dataset is a flattened version of the hierarchically structured dataset represented in the Classic RD. Each record in the new dataset contains all the fields from the sections (parent, child, grandchild, and so on) “de-normalized” into a completely flat data structure. This structure also includes Grouping, Filtering, Formatting, MultiLanguage, and other control information required to allow the Visual Studio Report Viewer to properly render the defined report.

    That flattened dataset is then handed off to the Visual Studio Microsoft Report Viewer. The Microsoft Report Viewer provides the new NAV 2009 reporting capabilities such as various types of graphics, interactive sorting and expand/collapse sections, output to PDF and Excel, and other advanced reporting features based on RDLC created by the VS RD design work.

    The elements of a report

    Earlier we reviewed a list of the elements of a Report object. Now we’re going to learn about each of those elements. Our goal here is to understand how the pieces of the report puzzle fit together to form a useful, coherent whole. Following that, we will do some development work for our ICAN system to apply some of what we’ve reviewed.

    Report properties

    The Classic RD Report Properties are shown in the following screenshot. Some of these properties have essentially the same purpose as those in pages and other objects. Many of these Report Property settings only apply to Classic reports and are replaced by equivalent Report Properties in the Visual Studio RD.

    Programming Microsoft Dynamics NAV 2009

    • ID: The unique report object number.
    • Name: The name by which this report is referred to within C/AL code.
    • Caption: The name that is displayed for this report; Caption defaults to Name.
    • CaptionML: The Caption translation for a defined alternative language.
    • ShowPrintStatus: If this property is set to Yes and the ProcessingOnly property is set to No, then a Report Progress window, including a Cancel button, is displayed. When ProcessingOnly is set to Yes, if you want a Report Progress Window, you must create your own dialog box.
    • UseReqForm: Determines if a Request Page should be displayed to allow the user the choice of Sort Sequence and entry of filters and other requested control information.
    • UseSystemPrinter: Determines if the default printer for the report should be the defined system printer, or if NAV should check for a setup-defined User/Report printer definition.
    • ProcessingOnly: This should be set to Yes when the report object is being used only to process data and no report output is to be generated. If this property is set to Yes, then that overrides any other property selections that would apply in a report-generating situation.
    • TransactionType: This can be in one of four basic options: Browse, Snapshot, UpdateNoLocks, and Update. These control the record locking behavior to be applied in this report. The default is UpdateNoLocks. This property is generally only used by advanced developers.
    • Description: This is for internal documentation; it is not used often.
    • TopMargin, BottomMargin, LeftMargin, RightMargin: Does not apply to an RTC report. There are applicable VS RD properties.
    • HorzGrid, VertGrid: Does not apply to an RTC report. VS RD layout has its own grid for control positioning.
    • Permissions: This provides report-specific setting of permissions, which are the rights to access data, subdivided into Read, Insert, Modify, and Delete. This allows the developer to define report and processing permissions that override the user-by-user permissions security setup.

    The following printer-specific properties do not apply to an RTC report. Several can be overridden by user selections made at run time.

    • Orientation: There is an applicable VS RD property
    • PaperSize: There is an applicable VS RD property
    • PaperSourceFirstPage, PaperSourceOtherPages: This is controlled in Page Setup for RTC reports
    • DeviceFontName: This is controlled by the Report Viewer

    The Visual Studio RD Report Properties are shown in the following screenshot:

    Programming Microsoft Dynamics NAV 2009

    Report triggers

    The following screenshot shows the Report triggers available in a report:

    Programming Microsoft Dynamics NAV 2009

    • Documentation(): Documentation is technically not a trigger, but a section which serves only the purpose of containing whatever documentation you care to put there. No C/AL code is in a Documentation section. You have no format restrictions, other than common sense and your defined practices.
    • OnInitReport(): It executes once when the report is opened.
    • OnPreReport(): It executes once after the Request Page completes. All the Data Item processing follows this trigger.
    • OnPostReport(): If the report is completed normally, this trigger executes once at the end of all of the other report processing. All the Data Item processing precedes this trigger.
    • OnCreateHyperlink(): It does not apply to an RTC report.
    • OnHyperlink(): It does not apply to an RTC report.

    There are general explanations of Report Triggers in the online C/SIDE Reference Guide (Help); you should also review those explanations.

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