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Change the report from a Sales Order (or any report)

Posted on by 422

So when after releasing a Sales Quote, Sales Order, ... or whatever document that needs to be printed the standard Report is used to choose the layout of the report. Now i've created a report myself (with a totally different ID if that matters) and would like to use, in this first case, it instead of the standard report that is chosen. I looked in the Report Layout Selection and i tried changing some stuff there but doesn't seem to work. Also don't know if i was trying it on the correct report.

Any help is welcome.

Thanks.

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  • InsertX Profile Picture
    InsertX 422 on at
    RE: Change the report from a Sales Order (or any report)

    I can be both. rdlc is what's used most of the time but you can't edit the positioning. rdl on the other hand the position of the fields can be modified in Microsoft SQL Server report builder.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change the report from a Sales Order (or any report)

    I think it has also to be rdlc and not rdl...

    No problem.

  • InsertX Profile Picture
    InsertX 422 on at
    RE: Change the report from a Sales Order (or any report)

    It appeared that the ".rdl" file kept getting corrupted whilst cloning it. It would contain the dataset but that would be it. Nothing to display it. Thanks for the help anyway.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change the report from a Sales Order (or any report)

    Sometimes the problem is, that you have no data to execute the report or your filters could not find any data^^

    Another way to solve this could be, you go to the Report Layout Selection and look there for you report. Click the on "Process" -> "Custom Layouts" -> "New" -> "New" and you choose the ID of your report and then you import the layout of your report. Maybe that did work for you. And then run again you report. Hope this helps...

    Maybe this video helps you?!

    www.youtube.com/watch

  • InsertX Profile Picture
    InsertX 422 on at
    RE: Change the report from a Sales Order (or any report)

    Yes i know for a fact that they worked in other implementations without any problems. It's technically not a report i myself created but it is a custom made one by the company that i need to implement now.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change the report from a Sales Order (or any report)

    If you mean with "other report" your own one then I had that issue too. The reason was wrong programming of my report. Did you ever get this report run? For example in classic NAV or in another BC version? So you could find out, if your report makes the problems or not...maybe this a walkthrough?!

  • InsertX Profile Picture
    InsertX 422 on at
    RE: Change the report from a Sales Order (or any report)

    Thanks, that worked. Now i do have another problem. When i select the other report when i preview or print it, it's just fully blanc. I know for sure that there is no way it should be empty so there is no possible way that's where the error lies. I just get a full on blanc page.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change the report from a Sales Order (or any report)

    If I understood your request correctly, you can search through the search function simply the areas in which the standard reports are deposited and replace them by your own report. Your report has to be placed in the Report Layout Selection first.

    In the following image, you woul replace the standard report through your own one.

    7607.Report.PNG

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