Dynamics NAV has a bunch of reports that can be used out of the box. Some other reports may have been added by a partner and can also be used.
The first thing you need to know to be able to execute the application reports is where to find them.
To find the application reports, follow the given steps:
But reports are not only found on the main menu. They can also be found in many application pages where only the reports that are valuable for the data shown on the page will be found.
Follow the given steps to see an example:
On the Report tab of the ribbon, the reports regarding customers will be shown and grouped according to the application area to which they belong.
Now that we have found all the available reports, it is time to execute them and see what kind of information they show. To execute a report, follow the given steps:
In the Customer Top 10 List report, the Options section is shown and the users have three different fields (Show, No. of Customers to Rank, and Print to Excel) to define what they want to see (using the Show field), how many customers they want to list (using the Quantity field), and if they want to print to Excel in a specific format written into the report.
Customer
table.The Filter sections are always shown after the Options section. A report may have no Filter sections if there are no filters that the users can apply to the data shown in the report, or may have several Filter sections if the report combines data from multiple tables and filters can be applied over the data of the different tables.
The Customer Top 10 List report has a single Filter section, Customer, but the Customer – Order detail report, which can be found under the Reports and Analysis category of the Sales & Marketing functional area, has two Filter sections, Customer and Sales Order Line.
Reports in Dynamics NAV have several purposes:
There are different types of reports available in Dynamics NAV.
A list report is intended to print a list of records from a table, usually a table containing master data or secondary master data. Each column contains a field from the table. Most of the data is printed from that table and sometimes brought in or calculated from the other tables. The name of the list report is usually the name of the table followed by the term List
.
The following are examples of list reports:
A test report is printed from unposted transactions, such as entries in a journal or sales/purchase documents. The purpose of this kind of report is to test each line of the journal according to the posting rules so that all errors can be found and fixed before posting. If you try to post and the posting routine encounters an error, the posting routine will stop and will show the first encountered error. If several errors exist, they will be shown and, thus, corrected one at a time. A test report will show all the existing errors. The name of the test report is usually the name of the corresponding Journal, followed by the term Test
.
The following are examples of test reports:
A posting report prints from a register table. It lists all the transactions (ledger entries) that are posted into the register. This kind of report can be very useful for auditing. The name of the posting report is usually the name of either the register table or the master table of the corresponding ledger entries.
The following are examples of posting reports:
A transaction report has the following characteristics:
The following are examples of transaction reports:
A document report prints a document, such as a Sales Invoice or a Purchase Order. Document reports have a different layout than all the other reports. The header information of the document is printed as if filling out the document at the top of the page and is repeated on every page. The information on the lines of the document resembles other kinds of reports because it is printed in rows and columns. These types of reports are typically modified for every implementation because each company will want the documents sent out to vendors and customers to have their own unique design.
The following are examples of document reports:
A user can select which document report will be printed with each document type. To view and select the document reports that will be printed with each document type, follow the given steps:
Report Selection
in the search box of the Dynamics NAV Windows client.The following screenshot shows that report number 10076 in the NA (North America) version, which is called Sales - Quote, will be used to print the sales quotes:
By selecting other usages (Order, Invoice, Credit Memo, Shipment, Order Archive, and so on), you will be able to see and choose which report(s) to print for each type of sales document.
By default, there is usually only one report selected for each type of document, but you can add more reports to the list so that more than one record is printed for each document type.
Most reports consist of a tabular listing with records listed horizontally and each field displaying in its own column. Many times, there is a group heading or total to split the lines among various categories and to subtotal the lines by categories.
The following are examples of other reports: