How to create a print button that will print a customized report via report writer

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Posted on by Christclark

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I would like to create a print button in bank transaction that is capable of calling a customized/modified report in report writer.

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MG-16101311-0 26,225 on at

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Not too much to go by here, so let me try and provide some fundamentals on Report Writer reports.

There are 3 ways to create customized reports in Report Writer:

1. You can customize an existing report (modified report). In this case, you will grant security to the modified report. The report is then executed or called by whatever process you are running in Dynamics GP. For example, the Bank Transaction window prints a Checkbook Journal. If you customized the Checkbook Journal report, you will get the modified version, if security has been granted when a bank transaction is posted.

2. You can create a new report from scratch in Report Writer, but these reports cannot be based on temp tables, and must contain all restrictions to filter the data. Once you have completed the report, you can run it from Reports > Customized.

3. You can duplicate an existing report, but pretty much like No. 2, the report cannot be based or contain temp tables. The duplicate reports can be ran from the Customized menu as well.

I don't believe you can use VBA/Continuum to run a customized report, so while adding a button to the window is possible (with Modifier), I am not sure you would be able to launch the report. Continuum can allow you to run sanScript code in the context of a modified form, but I am almost certain it won't allow you to call the run report statement in the context of a modified reports dictionary.

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Christclark 110 on at

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Thanks for swift reply Mariano :)

I was thinking of the same however I found a sanscript function/statement (You can find it in the help menu when you install dexterity) but I don't know how to use it:

run report

Description: The run report statement prepares a report to be printed that’s been defined
using the Report Writer.
Syntax: run report report_name {with restriction boolexp}{sort by
field{nocase}{descend}}{by key_name|by number expr}
{legends [string_expr_list|array_index_list]}{destination screen_boolean,
printer_boolean {, export_type, export_name}}{printer printer_settings}

run report with name

Description: The run report with name statement prepares a report to be printed. The
report to print is specified at runtime.
Syntax: run report with name report_name {with restriction boolexp}{sort by
field_name{nocase}{descend}}{by key_name | by number expr} {legends
[string_expr_list|array_index_list]}{destination screen_boolean,
printer_boolean {, export_type, export_name}}{printer printer_settings}
{in dictionary product_ID}

run report and run report with name. I did not anymore include the parameters and samples. The samples are short and can't figure to run it. Do you have any idea how to use these codes?

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Almas Mahfooz 11,009 User Group Leader on at

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This is SanScript function and can only be called from dexterity.

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MG-16101311-0 26,225 on at

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The run report statement can be called from Continuum (via VBA), but you won't be able to run a modified/custom report against the modified reports dictionary.

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Christclark 110 on at

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Thanks for the replies guys. Highly appreciate it.

My main goal is to have a customized report via report writer and get it printed( instead of printing it via crystal reports).

I think my best option now is what Mariano mentioned:

You can duplicate an existing report, but pretty much like No. 2, the report cannot be based or contain temp tables. The duplicate reports can be ran from the Customized menu as well.

Kindly expound to me when you said cannot be based on temp tables? And how to run it

Via customized menu.

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Almas Mahfooz 11,009 User Group Leader on at

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If someone at your company know dexterity then you can do this.

1. Export all custom reports you have created through report writer.

2.Import them in dexterity.

3. Add buttons on desired windows for report calling or create totally a new window for report calling with options.

4.Print report from there.

I don't know if it's a good and workable solution for you, but once you have reports in you custom dictionary, you have more control over.

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L Vail 65,271 on at

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You could use modifier/VBA to print a Crystal report from a report options menu. Crystal can read your restrictions and pass them to the Crystal engine. The button you add to your window can call your report using whatever restrictions you've set up on the Print Options window.

Kind regards,

Leslie

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Christclark 110 on at

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This is the current customization. However, my colleague want to check if it is possible to migrate it to report writer but looks like it will take time and much more effort.

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Almas Mahfooz 11,009 User Group Leader on at

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It wouldn't take time to migrate modified reports to dictionary and then make them print from a desired window.

If you have dozens of modified reports and you want to print them from buttons on GP window, It can easily be done without redesigning reports, if you want to discuss it further email me at almas at evinciblesolutions dot com.

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Christclark 110 on at

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Hi Almas,

Do you have steps or sample on how to do it?

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