How to enable Document Map in a Report

How to enable Document Map in a Report

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Here are the steps to leverage the use of “Document Map” in a Report.

1. Design Report 113 Customer/Item Sales

2. Select View / Layout

3. Right click on Table top left corner

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4. Select Properties

5. Navigate to “Groups” tab

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6. Select Table1_Group

7. Select “Edit…”

8. Select “=Fields!Customer_Name.Value” in “Document map label”

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9. Select “OK”

10. Navigate to “Navigation” Tab

11. Enter “Customer” or what you want the title to be in the Document List

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12. Select “OK”

13. Save and import RDLC changes, and then compile report in Classic client.

14. Run Report 113, it now looks like this:

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Notice the expand in the top left corner. Unfortunately this does not display anything in NAV 2009 RTM, this will be fixed in SP1.

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16. Click the expand button to see the Document Map

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17. Now click the customer “Klubben” and notice that the report in to the right navigates to the area where info about the customer “Klubben” is displayed.

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Also check out Waldo's Blog for an example on how to use Document map:
http://dynamicsuser.net/blogs/waldo/archive/2010/03/04/nav-2009-reporting-document-map.aspx

Thanks,

Claus Lundstrøm, Program Manager, Microsoft Dynamics NAV

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