Save money replacing reports with cues or filtered lists in Dynamics NAV

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Developing custom reports in Dynamics NAV is a costly affair. Therefore, I recommend all my customers to think about, which reports could be replaced with either Cues on the Activity page of the RoleCenter or as a filtered view.

One of the frequent examples are the “Slow Moving Items” report.

Here is a quick example of making this report as a filtered view. First, I go to the Item list page:

Then I add a couple of filters:

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The filters are:

· The date filter is set to be within the latest 12 months of the work date.

· No items sold

· No items purchased

· Some items on inventory

Now save it as a filtered view:

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When this is performed in configuration mode, this list will be available for all the users that have been assigned to this profile.

 

If you liked this, you are going to love my new book: RoleTailoring Microsoft Dynamics NAV, which will be in your favourite webshop soon. image

 

Until then, there are always the old ones:

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