Create new reports with the wizard

Layout options and totals

Group headers and details share settings for Table or Card, Default or Custom layout, Labels and Bold. Four bold modes control captions and values separately. For group headers, Normal removes background colours; Formular retains template highlighting. Tables default to Normal and cards to Formular.

For table group headers, Above field creates a caption row above the value row. Table detail captions remain column headings. Joining captions initially inserts / ; joining data values inserts a space. You can edit these separators.

Each group has its own Group Footer, followed by the Tablix Footer. Select total fields separately for each section. An empty selection hides that totals row. Amount fields ending in (LCY) default to selected at every totals level. Other proposed summation fields default to selected only in the innermost group; without a group, foreign-currency amounts initially remain unselected in the tablix footer. Check which values are meaningful to add together.

Manual selections are preserved. Restore defaults clears manual overrides. Opening older configurations without separate manual overrides recomputes suggested totals once. Empty spacer rows in newly generated RDLC can be resized through row properties in the layout designer; existing RDLC files need regeneration to receive editable spacer rows.

Credit offers and approval

The wizard shows credit offers before generation. When both AL-only and AL-with-layout offers are free and the company has a positive confirmation threshold, it automatically selects AL with layout. A threshold of 0, Never, or a paid offer retains the offer chooser. Confirmation dialogs explain the threshold configured for your company.

Cards and tables in the layout editor

Arrange content as cards or tables in the graphical editor, including groups and nested DataItems. Cards can contain separate captions and values. Drag controls into position and resize them. Saved custom positions remain intact; restore defaults to adopt the current default arrangement.

Caption-only card controls offer three font sizes: Standard (8 pt bold), Large (9 pt bold) and Larger (10 pt bold). The H control cycles through these sizes. Ctrl-click a label to access Label size; multiple caption-only controls can be changed together. This option does not apply to textboxes containing data fields. Size changes adjust the space for controls below in the affected area.

New default cards receive a heading from the table/DataItem caption. Wide headings use the card width. Ordinary captions have no background; wide emphasized headings can inherit the template colour. Data values keep template formatting. Literal text between field badges, including spaces and punctuation, survives RDLC generation.

For group cards with table details, column headings appear immediately before the details and repeat for each group and page continuation. Empty sibling data regions are hidden and nested lists can flow across pages. Check final pagination and longer content with real data in the preview. Label sizes survive exporting and reloading the wizard configuration.

Creating reports with the wizard

1. Start ALRC: Create a New Report in an AL workspace. Set object ID, name, caption and namespace.
2. Choose RDLC, Word or both. Prefer RDLC for structured, grouped reports and precise printing; choose Word for end-user editing, flowing text or editable output.
3. Arrange DataItems and set DataItemTableView, DataItemLink and RequestFilterFields.
4. Select dataset fields, foreign-key fields to resolve and numeric fields to total.
5. Define multilevel groups and group or report totals. The wizard derives tablix structure and layout variants.
6. Arrange content as cards or tables. Review proposed properties and output paths.
7. Generate the files and check the dataset before refining the layout.

Import or export wizard configurations for reuse. The extension also keeps a bounded automatic history. Templates under .alreportcreator/templates/rdlc and .alreportcreator/templates/word appear alongside built-in templates.

ALRC: Create a New Report

Creates a complete AL report with RDLC, Word or both layouts. The wizard proposes the next available object ID from the idRanges in app.json.

Configure DataItems and their hierarchy, DataItemTableView, DataItemLink, RequestFilterFields, foreign-key resolution, dataset columns and names, totals, multilevel groups, templates and output paths. The required tablix structure and suitable layout variants follow from the DataItem and grouping structure. A graphical editor arranges content as cards or tables without requiring you to build the underlying RDLC structure manually.

The selected tables, relationships and layout options supply useful defaults. The generated .al, .rdlc and .docx files remain editable. You can also load an existing report into the wizard as a starting point.