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Microsoft Dynamics NAV 2009: Professional Reporting

You're reading from   Microsoft Dynamics NAV 2009: Professional Reporting Discover all the tips and tricks for Dynamics NAV report building

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Product type Paperback
Published in Oct 2011
Publisher Packt
ISBN-13 9781849682442
Length 352 pages
Edition 1st Edition
Languages
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Author (1):
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Steven Renders Steven Renders
Author Profile Icon Steven Renders
Steven Renders
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Table of Contents (15) Chapters Close

Microsoft Dynamics NAV 2009: Professional Reporting
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
1. Charts and Dimensions FREE CHAPTER 2. Creating a Report in the Classic Client 3. Creating Role Tailored Reports 4. Visualization Methods 5. Developing Specific Reports 6. Other Reporting and Business Intelligence Tools 7. A View of the Future Index

Role Centers


Dynamics NAV 2009 is all about the Role Tailored Client and the Role Tailored Client always opens with a Role Center page. A Role Center is like a dashboard. It is the starting page in Dynamics NAV 2009 and on it you will find the links to all the kinds of information you are looking for.

This is an example of the Role Center for the Order Processor role:

As you can see, the Role Center contains several panes of information. There's an activity pane that contains cues. Each of these cues represents a pile of documents and the height of the pile and the number on the pile represent the number of documents behind the pile. When you click on the pile, or cue icon as it is called, you are redirected to the corresponding page. On the Role Center page, you can have several other types of panes, but the ones that are interesting from the reporting point of view are the charts. On this Role Center, we can see two charts: the Open Sales Orders per Location chart and the Sales Orders per Date chart.

As a user, you can customize your Role Center. This way, you can, for example, visualize other charts and so customize your Role Center as a personal dashboard page.

For example, the next screenshot shows the Role Center for the President of a small business. Of course, this page can also be customized by the user, for example to include charts:

You have been reading a chapter from
Microsoft Dynamics NAV 2009: Professional Reporting
Published in: Oct 2011
Publisher: Packt
ISBN-13: 9781849682442
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