Skip to main content

Save Navision RTC Reports into PDF, Word & Excel..

Hi all,

If you would have noticed with the introdcution of RTC Client in 2009 i.e NAV 2009, in C/AL Symbol Menu Report have some new options.



1. Save as PDF.
2. Save as Excel.



And after release of NAV 2013 There is one more addition to the list.

3. Save as Word.



Let's discuss what is required to use these options as then try to use them.

Requirement -

1) The Report that you are planning to save as PDF/Excel/Word should have RTC Layout Created. (Before NAV 2013)

So let's try this with a standard report Report 206 "Sales - Invoice" with NAV 2013.

I am adding options to Save AS in the Action of The Posted Sales Invoice Page as shown below.



Now i will add code in the all the actions as shown below.



So lets try to use these buttons from RTC.

I opened the Posted Sales invoice page in RTC, and as shown below i see three icons for save as PDF. save as word & save as excel.



As soon as i clicked on all these icons below is the output on my D Drive.



Here is how the output looks.



* Remember these functions will overwrite the file with same name in same location if any.

Future Customization (What i can think, you might add to this) -

a) Path can be setup based.
b) File name can be document Number.
c) Report No. can also be setup based.
d) This can be in one single button to save in all three formats.
e) You can automate it Via NAS.

I hope you will use these post for customization like sending reports to client in PDF/Word/Excel Format.

If Required download modified Page for NAV 2013 IN Version from my skydrive.

Regards,
Saurav Dhyani
saurav-nav.blogspot.in

Comments

  1. Replies
    1. @Vicky,
      Do you want to specify the file name during Save as Option is clicked by user?

      Delete

Post a Comment

Popular posts from this blog

BC 21 and Higher - PowerShell Cmdlet (Replacement of Business Central Administration).

Hi Readers, As discussed in last article about deprecating of Business Central Administration, there are few common actions that we use in administration till Business Central 20. For our on-prem customers, we will still require doing activities. As Microsoft suggest we need to start using PowerShell cmdlet.    Let's see how to do those via PowerShell, or Administration Shell. I will be keep adding commands as you comment to this article.

Send Mail with Attachment From Navision.

Hi all, We have seen how to save a report into PDF and how to send mail to a customer. Let's link these two post in one i.e. Mailing statement to a customer into PDF Format. This article is part of the Series. Please Refer  Table of Content here . If you have the old objects set let me brief you what I will be changing - 

MSDYN365BC - Data Upgrade To Microsoft Dynamics 365 Business Central on premises.

Hi Readers, We have already talked about the number of steps for upgrading to Business Central on Premises from different NAV versions. After that article, I received multiple requests for an article which list down steps for Data Migration. In this article, we will discuss steps of data migration to MSDYN365BC (on-Prem) from NAV 2017. For this article, I am considering a Cronus Demo Database without any customization. For an actual upgrade project, we will have to complete object merge using compare and Merge process. After the Merge Process, the next step is data migration. Let's discuss those steps. Direct Upgrade to Microsoft Dynamics 365 Business Central (on-Prem) is from following versions - 1. NAV 2015. 2. NAV 2016. 3. NAV 2017. 4. NAV 2018.