Here, at long last, is my next-to-last blog post in the Report Writer series. It’s not that I’ve covered everything you could possibly know about Report Writer, not by a long shot, but what I’ve found is some of the basic information I’ve shared thus far wasn’t as easy to find as the more advanced stuff was. Do you want to know about using VBA with Report Writer? Editing package files? Adding Extender fields to a Report Writer report? There are many things like these that are already covered by the Dynamics GP community. In my last article I will summarize my series and include a few links to other Report Writer resources if you haven’t found them already!
Now onto this article… This one is a bit of a hodge-podge of things, there is no particular reason why these are all lumped together in one! The items here probably deserve more in-depth discussion but for the purposes of this blog I just wanted to highlight a few key things about them rather than dig deep into their usefulness.
All tables have keys which are fields in which the data is primarily linked by, sorted by, filtered by etc. The key fields are usually obvious – Customer Number in a customer table, Voucher or Transaction Number in a transaction table etc. In Report Writer there are a lot of different key combinations other than what you might expect if you were merely determining the primary keys on which to link a table by. For example, I’ll use the PA Project Master table, from my earlier Custom Reports blog article. Key 1 happens to simply be Project Number. That’s great for a number of reports, but what if I wanted to create a report or customize an existing report to add a new section? Here is the sections window for my custom report I wrote last week, where I kept Key 1 as my Key:
Notice that the PA Project Master File only gives me one option for creating a section on my report: Project Number. What if I want to create a report for each department, listing their projects and statuses? Looking at the different keys available for this table, Key 8 is Project Number and Department. If I select that key on my Report Definition, this is what I see for section options:
Where do I find key information? Look under Tables, find your table name, and browse through the keys to see what fields are combined.
First, a word of warning. Be very careful changing Sort options on existing reports. You can REALLY mess up the output of your report if you are not aware of the implications of the change. Here is how I look at it, when deciding if I can modify the sort options:
- Is the report generated through a window where the user has a choice of sorting the information? Example: Trial Balance reports, all have sorting options within the user interface. If you “hard-code” a sort option, that completely blows away the intent of the user being able to select a sort option themselves. I avoid changing the sort in this scenario.
- Does the report have multiple sections? If so, make sure you sort all the sections appropriately so you don’t end up with mismatched data. Here I’m careful but if you know how the report sorts now, you can do it.
My example for sorting deals with a commonly requested modification and the problem of having multiple sections in a report: “Can I sort my A/P Cheque remittance stub by date instead of document number?”. I’ve seen a few people try this and fail only because there are multiple sections and the sorting needs to occur in the right order. So, using the “Check with Stub on Top and Bottom – Graphical” as my example, here is how you could change the sort so it sorts by Date on the remittance stub instead of by Document Number.
First, look at the sections on the report to see how the report is grouped. In this case, the grouping is by cheque number or Document Number, in the PM Payment Work table. So if I want to change the sort, I still need to make sure my first sort is by Document Number of the PM Payment Work table (sort by cheque number first, then sort by date on the remittance stub). This is the part people often miss. What happens if you just put a sort in by Date? It literally sorts your cheques by the date of the remittance on the cheque stub so if you have a batch of 3 cheques, each paying various documents, instead of 3 “pages” (one per cheque), you may get as many as 3 times “x” pages (depending on the number and dates of the documents you are paying that would appear on each vendor’s cheque).
Here’s how to do it:
- First, insert the first sort as Document Number from the PM Payment WORK table (Document Number of the payment = Cheque Number).
- Next, click on the Document Number of table PM Payment WORK line in the Sort By column so it’s highlighted. This tells Report Writer that the next sort option you want to insert is to go AFTER this not before.
- Then, insert (for instance) Document Date from the PM Payment Stub Duplicate table.
Here is what it would look like for this example:
Instead of repeating the same warning from the above Sorting section, I will simply say please be careful with inserting restrictions in a report. For all of the same reasons, restricting data by hard-coding something doesn’t make sense many times as the users are often given the option to insert their own. So, creating one at the report writer level can be dangerous and frustrating to a user who doesn’t know why some data does not appear on their report.
That being said, creating a restriction is a lot like creating a calculated field. Here is a very simplistic example: hiding inactive GL accounts from a report. The key to restrictions is you are putting a formula in of what you are restricting, not what you want to show.
In this example, I’m restricting “Active” = 1 (inactive).
Grid & Align to Grid
This one is a simple one… under the Layout menu (within the Layout of a report), there are a few options around Grids. First is simply “Grid” meaning: is the grid turned on or off. A grid is a matrix of virtual lines in the background to help you keep things lined up on the same “line” so to speak. The grid size is pre-defined, unlike other tools where you have options for how large a space between grid lines is. You can see the grid by selecting Show Grid.
So, if you have a checkmark beside the Grid option, it’s turned on. What you’ll find is moving text or fields around, they “snap” to the pre-defined grid pattern. I usually keep the grid on except for very minor section adjustments because it’s easier to keep it on than to constantly use the alignment tools for very simple tasks.
Align to Grid is an interesting one. Say you’ve had the grid turned off and just randomly put a bunch of text fields on a report (for headings perhaps), and they are not aligned. You can use the Arrange tool in the toolbox to align the fields to the same bottom point. You can also select them all and then select Align to Grid from the Layout menu, and watch them snap into place to the nearest grid point. What’s the diff? Well, simply put, the most common font sizes on most reports align nicely within the pre-defined grid so sometimes I simply align the fields to the grid so they snap to a gridline, then move them from there.
How to move a field between grid lines? This is called Nudging and you simply use your arrow keys up, down, left or right to nudge the field(s) you have selected a little bit at a time. Often nudging is enough to move things just a little bit off the grid or to create a small visual space between items. Often this is easier than turning the grid off, since you can manage the number of spaces/nudges that your fields move easier than with a mouse free-hand.
When do I remove the grid? When I want to adjust a section size, if there is text or fields in the way, I cannot move it by an entire grid increment so I will turn the grid off and use my mouse to adjust the size of the section.
Next post I’ll do a wrap up of what I’ve covered and where to look for additional sources of good information!
(Edited May 27th – typos and grammar!)