How to pass filter values to a Report Request

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Posted on by Community Member Microsoft Employee

I've written an extension to add the Customer Payment Receipt report directly on the Customer card.

pageextension 50104 AddCustomerReport extends "Customer Card"
{
    actions
    {
        addlast(reporting)
        {
            action(CustomerPaymentReceipt)
            {
                Caption = 'Customer Payment Receipt';
                ApplicationArea = All;
                Image = Receipt;
                trigger OnAction();
                var
                    rep: Report "Customer - Payment Receipt";
                begin
                    rep.RunModal();
                end;
            }
        }
    }
}

This works great, and the Customer Payment Receipt report request prompt appears when we click the button on the Customer card.

I would like to improve this functionality, however, by passing the Customer No. value of the current Customer card a user is viewing when they click the button.

This would remove the need for them to again set the customer no. filter, as shown below.

Any suggestions?

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Answers (1)

Suggested answer

YUN ZHU 73,647 Super User 2024 Season 2 on at

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RE: How to pass filter values to a Report Request

Hi, If you need to add fields other than those provided by the standard report, you need to use the Report Extension object.

With the report extension object, you can extend existing report objects, similar to how you extend tables and pages. With report extensions, you can extend an existing report by:

Adding columns to existing data items in the report dataset

Adding new data items

Adding trigger implementations

Adding to request pages

Adding to a new report layout to reflect the new fields that are added with an extension

More detalis:

https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-report-ext-object

https://yzhums.com/10723/

Here's another example that I just responded to.

(+) Help with creating custom report layout in using word format - Dynamics 365 Business Central Forum Community Forum

Hope this can give you some inspiration.

Thanks.

ZHU
LearnBC 190 on at

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RE: How to pass filter values to a Report Request

Dear Zhu,

I always following all the post and your pages. always you trying max to put in detailed. Thankyou soo much for response and appreciate your effort

Here apart from layout changes. How can we add more fields into this page.

am new in Bc,i know if it is a report. Then we can go to report extension and do the changes, but in this can its a page so am little bit confusing.

Regards
Suggested answer

YUN ZHU 73,647 Super User 2024 Season 2 on at

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RE: How to pass filter values to a Report Request

Hi, If you only want to modify the Layout file, refer to the following method.

Select a standard report in Report Layout Selection page, then choose Cusom Layouts.

Choose New

Select a layout type, RDLC or Word.

Export the layout.

Update it.

Then import layout to BC

Finally select your updated Layout file.

Hope this helps.

Thanks.

ZHU
LearnBC 190 on at

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RE: How to pass filter values to a Report Request

Is it possible to add Footer on this page . or any other fields to add on this page..is it possible.
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YUN ZHU 73,647 Super User 2024 Season 2 on at

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RE: How to pass filter values to a Report Request

Hi, I don't know your specific needs, I think you can apply a variable to filter to the value you want, and then transfer it to Report.Run() method.

For example:

There is a simple example: https://yzhums.com/25943/

Hope this helps.

Thanks.

ZHU
antiqua 15 on at

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RE: How to pass filter values to a Report Request

I'm beginning to develop in AL, and ZHU, your posts are so helpful. Thank you.

For this case, the parent page(?) "Customer Card" has a "source table", so we can use Rec.

But if a parent page does not have "source table", it does not work like this way.

Can you please advise for that kind case, how to get values in a current page?
Community Member Microsoft Employee on at

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RE: How to pass filter values to a Report Request

Excellent, this works perfectly - and helps me better understand the relationship between records.

Thank you Zhu.
Verified answer

YUN ZHU 73,647 Super User 2024 Season 2 on at

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RE: How to pass filter values to a Report Request

Hi, You can also use Report.Run(Integer [, Boolean [, Boolean [, var Record) Method.

https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/methods-auto/report/report-run-method

pageextension 80100 AddCustomerReport extends "Customer Card" { actions { addlast(reporting) { action(CustomerPaymentReceipt) { Caption = 'Customer Payment Receipt'; ApplicationArea = All; Image = Receipt; trigger OnAction(); var CustLedgerEntires: Record "Cust. Ledger Entry"; begin CustLedgerEntires.Reset(); CustLedgerEntires.SetRange("Customer No.", Rec."No."); Report.Run(Report::"Customer - Payment Receipt", true, true, CustLedgerEntires); end; } } } }

Hope this will help.

Thanks.

ZHU
Suggested answer

Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: How to pass filter values to a Report Request

Then you should try this:

trigger OnAction()

var

CustReceipt : Report "Customer - Payment Receipt";

CustLedgEntry : Record "Cust. Ledger Entry";

begin

CustLedgEntry.SetRange("Customer No.",rec."No.");

CustReceipt.SetTableView(CustLedgEntry);

CustReceipt.RunModal();

end;
Community Member Microsoft Employee on at

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RE: How to pass filter values to a Report Request

Inge -

I'm not certain how to check which data items are defined in the 'Customer - Payment Receipt' report as it is an out-of-the-box report I did not create.

I am noticing though that the filter on the Report Modal references 'filter: cust ledger entries'

Do you have any thoughts? Is there a way to use SETTABLEVIEW to handle this?

Thank you Inge.