Monday, September 22, 2014

Report Design Guidelines (2013)

Following are main guidelines in designing a report in Dynamics NAV 2013. By following a these guidelines following goals can be achieved.
  • Simple and clean
  • Easy to scan and read
  • Professional and consistent
There are three types of report templates in Microsoft Dynamics NAV
  • Document Report - Formal outgoing reports. (Sales Invoice, Order confirmations)
  • List Report - Internal reports what show data at one level with unique key tow by row. Reports are mainly used to view master data or transaction data. (Customer list, Vendor list)
  • Grouped List Report - Internal reports that show data grouped per key. Reports are combination of master data and other connected data. (Vendor wise ledger entry, Customer statistics)
Each of these have its own templates. 

Document Report

Following is a example of a document report.





List Report

Following is a example of a list report.




Group List Report
Following is a example of a group list report.



Report Elements and Properties
Use the following settings for report elements and properties when using the Microsoft Dynamics NAV Report Designer.
      
Element or property
Setting
Page Setup
A4 Portrait: Left 2 cm, Right 1 cm, Top 1 cm, Bottom 1 cm
A4 Landscape: Left 1 cm, Right 1 cm, Top 2 cm, Bottom 1 cm
Letter Portrait/Landscape: All margins 0.5 in
Tabloid Portrait/Landscape: All margins 0.5 in
Body Section Width
A4: Portrait 18x27.7 cm, Landscape 27.7x18 cm
Letter: Portrait 7.5x10 in, Landscape 10x7.5 in
Tabloid: 10x16 in, Landscape 16x10 in
Header/Footer Size
Varies depending on amount of content
Report Title in Header Section
Font: Segoe UI, 14 pt, Bold
Cell Height: 20 pt
Padding: Cell Padding, Left 5 pt, Right 5 pt, Top 0 pt, Bottom 0 pt
Text Alignment (document reports): Right
Text Alignment (other reports): Left
Headlines in Body Section
Font: Segoe UI, 8 pt, Bold
Cell Height: 10 pt
Padding: Cell Padding, Left 5 pt, Right 5 pt, Top 0 pt, Bottom 0 pt
All Other Text
Font: Segoe UI, 8 pt, Regular
Cell Height: 10 pt
Padding: Cell Padding, Left 5 pt, Right 5 pt, Top 0 pt, Bottom 0 pt
Spacing below Header Section
Height: 20 pt
Line Spacing
Placed in Grid: 10 pt spacing
Table Header
(Create as 4 rows)
Row 1: Caption in Bold
Row 2: Height 2.5 pt, Border Bottom, Black, Solid, Width 1 pt
Row 3: Height 2.5 pt
Row 4: First line in table
Tables Content
Cell Height: 10 pt
Cell Padding: Left 5 pt, Right 5 pt, Top 0 pt, Bottom 10 pt
Vertical Align for Cells: Top (Default)
If row below is indented: Add 10 pt to Left Padding
Cell Colors
List and Grouped List Reports: Alternate Background = mod 2, “WhiteSmoke”, “White”
Logo
Height: 40 pt
Spacing below Logo: 10 pt
Text Alignment
Numeric/decimal fields: Right
Text/Code fields: Left
Date/Time fields: Left
Link Color
Blue (no underline)
Chart
Palette: BrightPastel














  



Original Article :

Thank you and Regards,
Tharanga Chandrasekara.

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