How To Add Report Filters in Dynamics Business Central or NAV
This blog provides step-by-step instructions on how to add filters in a report in Microsoft Dynamics 365 Business Central or Dynamics NAV. In the example provided, if you want to be able to view only blocked customers, adding a filter in a report will allow you to so.
- Create a window in which you can select the desired fields, similar to Figure 1.Figure 1 – The field filter in a report in Microsoft Dynamics 365 Business Central or Dynamics NAVIn this example, the area added for the field filters includes a filter for “No.” and for “Status”.
- Make a page extension to extend the reach for the desired filters for the Customer List.
Figure 2 – The page extension for the Customer List in Microsoft Dynamics 365 Business Central or Dynamics NAV - Reveal the file in the explorer.
Figure 3 – Revealing the file in the explorer in Microsoft Dynamics 365 Business Central or Dynamics NAV - Open the report in the report builder to view what it looks like.
Figure 4 – Opening the report in the report builder in Microsoft Dynamics 365 Business Central or Dynamics NAV
Figure 5 – The report builder displaying that the report is ready in Microsoft Dynamics 365 Business Central or Dynamics NAV - Once the report is ready, save it and publish the file using the shortcut “F5”.
Figure 6 – Publishing the report in Microsoft Dynamics 365 Business Central or Dynamics NAV - Move to the button where the filter was placed.
Figure 7 – The extension as created in the report builder in Microsoft Dynamics 365 Business Central or Dynamics NAV Figure 8 shows the filter window that asks about the various filters that can be applied the report is printed.
Figure 8 – The filter window in Microsoft Dynamics 365 Business Central or Dynamics NAV - Apply the filters. Since this example uses the Cronus database, some customers are also being blocked.
Figure 9 – Keeping the blocked field in Microsoft Dynamics 365 Business Central or Dynamics NAV
Figure 10 shows an example of a customer with the filters “Blocked”>> “Ship” is Progressive Home Furnishings. The customer Elkhorn Airport also has these filters.
Figure 10 – Customer record within Microsoft Dynamics 365 Business Central or Dynamics NAV
Figure 11 shows what the printed report looks like:
Figure 11 – Report with Customer Status = “Ship” in Microsoft Dynamics 365 Business Central or Dynamics NAV
If you have any questions about report building or other Dynamics 365 Business Central or NAV questions for any version, contact ArcherPoint.
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