I wouldn’t have thought of dedicating a post to this, but an old friend of mine asked me today if I could explain how to duplicate a report in NAV. He wanted to take an existing report, save it with a new object number and make modifications to the “new” report.
The process is quite simple:
- In the NAV Classic Client, go to the Object Designer.
- Click on Report, and find the desired report. Click Design (for example, Report 50025)
- Go to File > Save As, and in the window that appears, enter the object number for the new report (for example, 50035) in the ID field. In the Name field, enter a new name (Report names must be unique, so you cannot have two reports with identical names).
- Click OK, and it will take a few seconds to save this new report.
- Once it is saved, I do not recommend making changes right away. To be safe, close out this report by clicking the X icon (i.e., exit the Report Designer)
- From the Object Designer, find your new Report (for example, Report 50035), click Design, and now you can begin making your changes.
In step #3 above, I mentioned that each report’s name must be unique. However, there is no such requirement for the Caption associated with each report – so multiple reports can have the same Caption.
When a user runs a report, they see the Caption and not the Name. To view Captions for Objects, simply right click on one of the Column Headers in the Object Designer and put a check mark next to the Caption column.
To change a Caption, follow these steps:
- From the Object Designer, Design the desired object (for example, Report 50035)
- In the Report Designer window, click in the first blank line
- View the report’s Properties by pressing Shift+F4 (or from View > Properties)
- The Report – Properties window opens up, and here you can change the value of the Caption property
- If you are using multiple languages, you can update the values in the CaptionML property for each desired language
- Close the Properties window, and exit the Report. You will be prompted to Save and Compile the report – make sure that you answer Yes.
Hope that helps. And thanks for inspiring today’s post Rob!