You can use reports to print or display information from a database. Use reports to structure and summarize information to print documents, such as invoices. For example, create a report that lists all customers and orders that have been added by each customer. Also, create a report that is automatically filled with the relevant information for an invoice.
Reports can also be used to process data without printing or displaying content. For example, use a report to automate updating all prices in an item list. It can be easier to create a report to process data instead of a codeunit to do the same processing because you can use:
Request page functionality to select options and filters for data items, which are available in a report but are difficult to add to a codeunit. For more information, see Request Pages.
Report data items instead of writing code to open tables and retrieve records.
Data modeling, which is available when you design reports.
Creating a report involves two primary tasks. First, you create a report object and design the dataset. The dataset determines the data that is extracted or calculated from the Dynamics 365 Business Central database tables that can be used in a report. After the dataset has been designed, you design the visual layout of the report. There are three types of report layouts that you can create: layouts using report definition language (RDL), Word report layouts, and Excel report layouts. Another option is to extend the functionality of an existing report with a Report Extension Object by adding columns to the existing report dataset, adding new data items, adding to the request page, or adding a new layout.
The following table includes links to help you get started with designing the reports.
|Learn the overview of the report design process||Report Design Overview|
|Understand the report structure and designing the layout for a report.||Report Object|
|Understand how to extend an existing report.||Report Extension Object|
|Understanding the data model and dataset of a report||Defining a Report Dataset|
|Learn how to create a report using a Word layout||Creating a Word Layout Report|
|Learn how to create a report using an RDL layout report.||Creating an RDL Layout Report|
|Learn about creating a report based on an Excel layout.||Creating an Excel Layout Report|
|Learn how to create a report using a customer defined layout type.||Creating a custom Layout Report|
|Learn how to define multiple report layouts for one report.||Defining Multiple Report Layouts|
Report Extension Object
Creating a Report
Creating an RDL Layout Report
Creating a Word Layout Report
Creating an Excel Layout Report
Defining Multiple Report Layouts
Utilizing Read Scale-Out for Better Performance
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