How to: Add Fields to a Word Report Layout

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A report dataset can consist of fields that display labels, data, and images. This topic describes the procedure for adding fields of a report dataset to an existing Word report layout for a report. You add fields by using the Word custom XML part for the report and adding content controls that map to the fields of the report dataset. Adding fields requires that you have some knowledge of the report's dataset so that you can identify the fields that you want to add to the layout. For more information about custom XML parts, see Custom XML Part Overview for Word Report Layouts.

Note

You cannot modify built-in report layouts from a Microsoft Dynamics NAV client. You can modify a built-in layout from the Microsoft Dynamics NAV Development Environment only.

To open the Custom XML part for the Report in Word

  1. If not already open, then open the Word report layout document in Word.

    For more information, see How to: Modify a Custom Report Layout.

  2. Show the Developer tab in the ribbon of Microsoft Word.

    By default, the Developer tab is not shown in the ribbon. For more information, see How to: Show the Developer Tab on the Ribbon.

  3. On the Developer tab, choose XML Mapping Pane.

  4. In the XML Mapping pane, in the Custom XML Part dropdown list, choose the custom XML part for Microsoft Dynamics NAV report, which is typically last in the list. The name of the custom XML part has the following format:

    urn:microsoft-dynamics-nav/reports/report_name/ID

    report_name is the name that is assigned to the report as specified by the report's Name Property in the Microsoft Dynamics NAV Development Environment.

    ID is the identification number of the report.

    After you select the custom XML part, the XML Mapping pane displays the labels and field controls that are available for the report.

To add a label or data field

  1. Place your cursor in the document where you want to add the control.

  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

    Note

    You cannot add a field by manually typing the dataset field name in the content control. You must use the XML Mapping pane to map the fields.

To add repeating rows of data fields to create a list

  1. In a table, add a table row that includes a column for each field that you want repeated.

    This row will act as a placeholder for the repeating fields.

  2. Select the entire row.

  3. In the XML Mapping pane, right-click the control that corresponds to the report data item that contains the fields that you want repeated, choose Insert Content Control, and then choose Repeating.

  4. Add the repeating fields to the row as follows:

    1. Place your pointer in a column.

    2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

    3. For each field, repeat steps a and b.

Adding Image Fields

A report dataset can include a field that contains an image, such as a company logo or a picture of an item. To add an image from the report dataset, you insert a Picture content control.

Images align in the top-left corner of the content control and resize automatically in proportion to fit the boundary of the content control.

Important

You can only add images that have a format that is supported by Word, such as .bmp, .jpeg, and .png file types. If you add an image that has a format that is not supported by Word, you will get an error when you run the report from the Microsoft Dynamics NAV client.

To add an image

  1. Place your pointer in the document where you want to add the control.

  2. In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Picture.

  3. To increase or decrease the image size, drag a sizing handle away from or towards the center of the content control.

See Also

Tasks

How to: Create a Custom Report Layout
How to: Add Fields to a Word Report Layout
How to: Modify a Custom Report Layout

Concepts

Custom XML Part Overview for Word Report Layouts
Managing Report Layouts From the Microsoft Dynamics NAV Clients
About Report Layouts