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Understanding RDLC Report grouping /Layout

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Posted on by RK-29050523-0

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Hello Business Central Community,

We are working on developing a custom RDLC report and have encountered several issues that we need help with. Below is the basic outline of our report requirements and the challenges we are facing:

Use of Table for RDLC Reports: We typically use tables to create RDLC reports, but this approach is not sufficient for our current requirements.
Opening and Closing Balances: We need to display the opening balance for each name, followed by the related entries between the posting dates, and finally, the ending balance. The opening balance and closing balance for each entry should be shown only once.
Grouping in Reports: We need to add groups to the report to accommodate this kind of requirement, but we are struggling with how to implement this.
Suggested RDLC Report Layout: We are seeking suggestions for an appropriate RDLC report layout that meets our needs.

here is the basic outline of the report

For this kind of requirement In RDLC which will be efficient List, Table

Technical Issue with Balances: When we attempt to add the opening balance, it does not work as expected. We have tried using captions in text boxes and adding data fields in a list, but we are still unable to display the opening balance correctly.

here how it looks

Any tips for creating complex RDLC reports in Business Central.

We have gone through the Microsoft learn doc wasn't that helpful.

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Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

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Hi

Around the topics you have mentioned, I share some links with you.

For balances this option could help you. Work with financial overviews in Excel - Business Central | Microsoft Learn

You could analyze other ways of presenting reports. Analytics, business intelligence, and reporting overview - Business Central | Microsoft Learn

BR

GR

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tanya07 1,638 on at

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Hello,

can you show us the grouping you have used ?

Regards,

Tanya Kharbanda

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YUN ZHU 99,090 Super User 2026 Season 1 on at

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I think it's good practice to refer to standard layout files.

In addition, since your report looks like a statistical report, you can consider Excel Layout, or In-client Analysis mode may be much simpler.

Hope this helps.

Thanks.

ZHU

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CU04060602-1 2 on at

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Hi Tanya,
he report layout to display the opening balance, followed by the related entries and their closing balance, and then the rest of the entries. However, when we include the opening balance below and group it by name, the report shows all the opening balances followed by the related entries, which is not our intended format.

Our goal is to display the opening balance for a particular entry, then its related entries and their closing balance, followed by the rest of the entries. here is the RDLC with grouping we done but its not working as expected

we have gone through the base reports Customer detail trail balance have similar but when the RDLC looks complex its grouped by PageGroupNo we implemented it but still not working

give me suggestions how make a report Most dev used when to make rdlc for business central

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RK-29050523-0 201 on at

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CU04060602-1 on 04 Jun 2024 at 11:44:05

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Understanding RDLC Report grouping /Layout

Hi Tanya,
he report layout to display the opening balance, followed by the related entries and their closing balance, and then the rest of the entries. However, when we include the opening balance below and group it by name, the report shows all the opening balances followed by the related entries, which is not our intended format.

Our goal is to display the opening balance for a particular entry, then its related entries and their closing balance, followed by the rest of the entries. here is the RDLC with grouping we done but its not working as expected

we have gone through the base reports Customer detail trail balance have similar but when the RDLC looks complex its grouped by PageGroupNo we implemented it but still not working

give me suggestions how make a report Most dev used when to make rdlc for business central

Was this reply helpful? Yes No