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How to: Add Fields from a Report Dataset to a Word Report Layout

A report dataset can consist of fields that display labels, data, and images. This topic describes procedure for adding fields of a report dataset to an existing Word layout of a report. You add fields by using the Word custom XML part for the report and adding content controls that map to the fields of the report dataset. For more information about custom XML parts, see Custom XML Part Overview for Word Report Layouts.

To display the Custom XML part for the Report in Word

  1. Open the Word report layout document in Word for editing.

  2. Show the Developer tab in the ribbon of Word.

    By default, the Developer tab is not shown in the ribbon. For more information, see How to: Show the Developer Tab on the Ribbon.

  3. On the Developer tab, choose XML Mapping Pane.

  4. In the XML Mapping pane, in the Custom XML Part list, choose the XML part for Microsoft Dynamics NAV report. The name of the XML part has the following format:

    urn:microsoft-dynamics-nav/reports/report_name/ID

    report_name is the name that is assigned to the report as specified by the report's Name Property.

    ID is the identification number of the report.

    After you select the XML part, the XML Mapping pane displays the labels and field controls that are available for the report.

To add a label or data field

  1. Place your pointer in the document where you want to add the control.

  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

    Important

    Do not choose Rich Text because rich text controls are not fully supported. If you use a rich text control, content might not be displayed correctly.

    You cannot add a field by manually typing the dataset field name in the content control. You must use the XML Mapping pane to map the fields.

To add repeating rows of data fields to create a list

  1. If not already existing, add a table row that includes a column for each field that you want repeated.

    This row will act as a placeholder for the repeating fields.

  2. Select the whole row.

  3. In the XML Mapping pane, right-click the control that corresponds to the report data item that contains the fields that you want repeated, choose Insert Content Control, and then choose Repeating.

  4. Add the repeating fields to the row as follows:

    1. Place your pointer in a column.

    2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

      Important

      Do not choose Rich Text because rich text controls are not fully supported. If you use a rich text control, content might not be displayed correctly.

    3. For each field, repeat steps a and b.

Adding Image Fields

A report dataset can include a field that contains an image, such as a company logo or a picture of an item. To add an image from the report dataset, you insert a Picture content control.

Images align in the top-left corner of the content control and resize automatically in proportion to fit the boundary of the content control.

Important

You can only add images that have a format (such as .bmp, .jpeg, and .png file types), which that is supported by Word. If you add an image that has a format that is not supported by Word, you will get an error when you run the report from the Microsoft Dynamics NAV client.

To add an image

  1. Place your pointer in the document where you want to add the control.

  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Picture.

  3. To increase or decrease the image size, drag a sizing handle away from or towards the center of the content control.

See Also

Other Resources

Designing Word Report Layouts
How to: Modify a Word Report Layout
How to: Create a Word Report Layout on a Report