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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Save Sales-Invoice rep...
Microsoft Dynamics NAV (Archived)

Save Sales-Invoice report as pdf in local directory

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ReportReport
Posted on by Yupp90 109

So right now we are sending the report per email or we are printing and sending it to the customer.

Additionally we need to save the report in a directory.

Therefore we open the report again, go on print and select pdf.

The filename is always "Report"+[ReportID].pdf.

What I like to do is to save the report as "Invoice"+[Sales_Invoice_Header_No.].pdf in background when I send the report per email or print the report.

I was looking for a solution and I have found the SaveAsPdf function, but I wasn't able to make it work.

Since I only need the function for the invoice report, is it possible to use this function in the C/AL Editor or do I need to create a Codeunit (while looking for more information to the SaveAsPdf function I came across Codeunit)?

It would be really nice if someone could show me an example of how to use the function.

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  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,166 Most Valuable Professional on at

    You can directly use Report.SAVEASPDF. This will save the file to server-side (or to a network folder) and then you can move it locally:

    REPORT.SAVEASPDF(Number, FileName[, Record])  

    he path and name of the file that you want to save the report as. This path can be a local drive or mapped network directory, such as C:\MyReports\report206.pdf. For a network directory, you can also use the Universal Naming Convention (UNC) path, like \\servername\sharename\folder\filename.

    More info:

    docs.microsoft.com/.../saveaspdf-function--report-

  • Yupp90 Profile Picture
    Yupp90 109 on at

    I'm using the second function, but it doesn't work. I get false as return value, when I start the report.

    OnPostReport()

    Filename := 'C:\MyReports\test.pdf';

    ReturnValue := Report206.SAVEASPDF(Filename);

    MESSAGE('%1', ReturnValue);

    Am I missing something?

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,245 Super User 2025 Season 2 on at

    The report save the PDF on the server, so do you have the MyReports folder and does the user have permission to create files in that folder.

  • Yupp90 Profile Picture
    Yupp90 109 on at

    Thank you.

    I was able to fix the function.

    I thought, I could save the file directly into my folder.

    Now my function looks like this.

    OnPostReport()

    ClientFileName := 'C:\MyReports\' + "Sales Invoice Header"."No." + '.pdf';

    ServerFileName := COPYSTR(FileMgt.ServerTempFileName("Sales Invoice Header"."No." + '.pdf'),1, 250);

    InvoiceReport.SAVEASPDF(ServerFileName);

    FileMgt.DownloadToFile(ServerFileName, ClientFileName);

    FileMgt.DeleteServerFile(ServerFileName);

    ClientFileName -> DataType: Text

    ServerFileName -> DataType: Text

    InvoiceReport -> DataType: Report ; Sales - Invoice

    FileMgt -> DataType: Codeunit ; File Management

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