Manage report data designer

The Report Data Designer List page displays all report data designs created. This list provides an overview of existing report definitions along with key identifying details such as code, description, and assigned report ID. From this page, you can create new report designs, edit existing ones, or open the card page to define detailed report structures, data items, and relationships.

To design reports, follow these steps:

1. Select the Search icon , enter Report Data Designer List, and then choose the related link.
   The Report Data Designer List page opens.
2. On the action bar, select New to create a report data design.
   The Report Data Design Card page opens.

3. On the General FastTab, enter the required information to define the report in the following fields:

   Field	Description
   Code	Enter the unique identifier for the report data design.
   Description	Enter the purpose or content of the report.
   Report Name	Enter the name of the report to be displayed when it is executed.
   Usage Category	Select the purpose or usage type of the report. The available options are: None, ReportsAndAnalysis, Documents, Lists, Tasks, Administration.
   Application Area	Enter the application area where this report design can be used.
   Modified At	Specifies the date and time when the report design was last modified.
   Modified By	Specifies the user who last modified the report design.

4. Enter the required details of the extension and relevant version information in the following fields:

   Field	Description
   App ID	Specifies the unique system-generated identifier for the extension.
   App Name	Enter the name of the app that contains the report design.
   Publisher	Enter the name of the user who created the app.
   Report ID	Select the unique numeric identifier assigned to the report.
   ID Range From	Enter the ID range to begin with the report objects used in the app. This value should be equal or greater than the Report ID field value.
   ID Range To	Enter the ID range to end the report objects used in the app. This value should be greater than the ID Range From field value.
   Version Major	Enter the major version number of the report extension.
   Version Minor	Enter the minor version number of the report extension.
   Version Build	Enter the build number, generally incremented during each build iteration.
   Version Revision	Specifies the revision number, used for minor fixes or revisions to the same build.

5. On the Report Design Tables Used FastTab, enter the required details to define the tables used to build the report data design and how they relate to one another in the following fields:

   Field	Description
   Table No.	Select the ID of the table used in the report.
   Table Name	Specifies the name of the table and and its fields used used in the report to display.
   Indentation Level	Enter the number in the hierarchical level of the fields to be displayed in the report. You can also execute the Indent action to update the indent number in an incremental order.
   Parent Table Name	Specifies the name of the parent, relevant to the Table Name field value. The system updates this field value when you execute the Indent action.
   Alias	Enter the alias used for the table in the report design.
   Base Record	Select this checkbox to define the corresponding Table Name field value as the base record for the report data structure.
   Filter String	Specifies the filters to apply. You can select this field value or execute the Filter Fields action to filter fields on the Report Data Designer Fields page.
   Include in Report	Select this checkbox to define whether data from the table is included in the report output.
   Sorting	Specifies the sorting order of records to apply. You can select this field value or execute the Sorting Fields action to sort fields on the Report Data Designer Fields page.
   Request Filter Fields	Specifies the list of the fields available for user-defined filters when running the report. You can select the field value or execute the Request Filter Fields action to filter fields on the Report Data Designer Fields page.
   Custom Caption	Enter a custom caption to override the default field caption on the Report Data Designer Fields page.
   Field Format	Select the format to apply to the field value on the Report Data Designer Fields page. The available options are: None: No special formatting. Date: Format as date. Time: Format as time. DateTime: Format as date and time. Decimal: Format as decimal number.
   Sorting Direction	Select the sorting order on the Report Data Designer Fields page. The available options are: - Ascending: Sort from lowest to highest (A to Z, 0 to 9). - Descending: Sort from highest to lowest (Z to A, 9 to 0).
   Select Fields	Select the checkboxes for the fields you want to include on the Report Data Designer Fields page.

6. On the action bar, execute the following actions as required:

   Action	Description
   Select Multiple Tables	Opens the Select Tables for Report page and follow the instructions to select the tables you want to include in your report.
   Output Fields	Opens the Report Data Designer Fields page to manage the output fields for the report table.
   Calculate Fields	Opens the Report Design Calculated Fields List page to define calculated fields (example, for total or subtotal), calculation type, source field, and custom formula for this report table.
   Table Relations	Opens the Report Design Table Relations page and to define the table relationships between the table and the base record.
   Outdent	Updates the Indentation Level field value in the decremental order.
   Validate Relationships	Validates the table relationships and indentation levels defined in the table.
   View Hierarchy	Opens the Report Design Tables page and view the table in the order of indentation.

7. On the App Dependencies FastTab, on the action bar, select Select Dependencies.
   The Select Dependencies for Report page opens.

8. Select the extensions on which the report depends and then select Close.
   The system updates the details of the dependent extensions in the following fields:

   Field	Description
   Dependency App ID	Specifies the ID of an extension on which the report depends.
   Dependency Name	Specifies the name of the dependent extension.
   Dependency Publisher	Specifies the publisher of the dependent extension.
   Dependency Version	Specifies the version of the dependent extension used in the report design.

   You have configured all the datasets required to generate the report.

Additionally, you can execute the following actions on the header:

Action	Description
Validate Report Design	Validates the structure of the report data design to ensure it is completely set up.
Generate Report Code	Generates AL code for the report design based on defined tables and fields.
Build and Deploy App Package	Builds an app package from the report design and deploys it.
Build and Download App Package	Builds an app package from the report design and downloads it. Note that the downloaded app package can be used by others (by executing the Extension Deployment Status action and uploading it to their environment) to have the same report design in their environment.
Run Report	Runs the generated report in the current environment. You can then preview and print the report.
Extension Deployment Status	Opens the Extension Installation Status page to view deployment information and also uploads the downloaded app related to report.

Create custom formulas

To create a custom formula for a calculated field, follow these steps:

1. On the Report Data Design Card page, on the Report Design Tables Used FastTab, select the table line for which you want to add calculated fields.
2. On the action bar, select Calculate Fields.
   The Report Design Calculated Fields List page opens.
3. On the action bar, select New to create a calculated field.
4. In the Field Name field, enter a unique name for the calculated field.
5. In the Field Caption field, enter a descriptive label for the calculated field.
6. In the Calculation Type field, select Custom Formula.
7. In the Formula field, enter the custom formula using supported AL syntax.
8. Select the Include in Report checkbox to include the calculated field in the report output.
9. Select OK to save the calculated field.

The system validates custom formulas and displays errors if:
- Invalid AL syntax is used.
- Referenced fields do not exist or are not accessible.
- Invalid operators are applied to field types (for example, multiplication on text fields).
- Filter expressions contain invalid comparisons.

Define calculated fields with aggregation functions

To define calculated fields with aggregation functions, follow these steps:

1. On the Report Data Design Card page, on the Report Design Tables Used FastTab, select the table line for which you want to add calculated fields.
2. On the action bar, select Calculate Fields.
   The Report Design Calculated Fields List page opens.
3. On the action bar, select New to create a calculated field.
4. In the Field Name field, enter a unique name for the calculated field.
5. In the Field Caption field, enter a descriptive label for the calculated field.
6. In the Calculation Type field, select the aggregation function.
   The available options are:
   • Sum: Calculates the total of values in the specified source field.
   • Average: Calculates the average of values in the specified source field.
   • Count: Counts the number of records.
   • Min: Finds the minimum value in the specified source field.
   • Max: Finds the maximum value in the specified source field.

7. In the Source Field field, select the field to use for the calculation.

   The Source Field field is not applicable for Count operations.

8. Select the Include in Report checkbox to include the calculated field in the report output.
9. Select OK to save the calculated field.
   > You can repeat these steps to add multiple calculated fields to your report tables.