bc-reports

name	bc-reports
description	Standards and guardrails for authoring Business Central reports in AL and RDLC. Use when creating or modifying Report objects (.Report.al), RDLC layouts (.rdlc/.rdl), or request pages. Covers AL report structure, DataItem hierarchy, RDLC layout sizing, SetData/GetData index management, body width validation, and rendering best practices.

Business Central Reports — Authoring Standards

Enforces correct and maintainable patterns when working with BC Report objects and their RDLC layouts.

Scope

In scope: AL report object structure, RDLC layout authoring, SetData/GetData index management, page size and body width validation, report rendering modes, BLOB image handling.

Out of scope: Report Extensions, Word/Excel layout authoring details, Telemetry/AppInsights instrumentation.

---

Input

The agent needs from the user:

• Action: Create new report, or modify an existing one?
• Source table(s): Which tables provide data (header/lines structure?)
• Rendering target: RDLC (default for documents), Word, or Excel
• Paper format: A4 Portrait (default), A4 Landscape, Letter
• Fields to add/modify: What columns/data items?
• RDLC section affected (for modifications): PageHeader, PageFooter, Body, or SetData group?

If the user does not specify, default to: new RDLC report, A4 Portrait, header-lines pattern.

---

Quick Start — Minimal Report Object

report 50100 "My Report"
{
    UsageCategory = ReportsAndAnalysis;
    ApplicationArea = All;
    DefaultRenderingLayout = RDLCLayout;

    dataset
    {
        dataitem(Header; "Sales Header")
        {
            column(DocumentNo; "No.") { }

            dataitem(Lines; "Sales Line")
            {
                DataItemLink = "Document No." = field("No.");
                DataItemTableView = sorting("Document No.", "Line No.");

                column(LineNo; "Line No.") { }
                column(Quantity; Quantity) { }
            }
        }
    }

    requestpage
    {
        SaveValues = true;
        layout
        {
            area(content)
            {
                group(Options)
                {
                    Caption = 'Options';
                    field(ShowDetails; ShowDetails)
                    {
                        ApplicationArea = All;
                        Caption = 'Show Details';
                        ToolTip = 'Specifies whether detail lines are printed.';
                    }
                }
            }
        }
        var
            ShowDetails: Boolean;
    }

    rendering
    {
        layout(RDLCLayout)
        {
            Type = RDLC;
            LayoutFile = 'src/reports/layouts/MyReport.rdlc';
        }
    }
}

---

Workflow — Creating or Modifying a Report

When creating a new report, follow this sequence:

1. Write the AL object (Rules 1 and 5 below).
2. Build or modify the RDLC layout.
3. If adding/removing PageHeader or PageFooter fields → apply Rule 2. Read references/rdlc-sizing-reference.md NOW for the calculation.
4. If adding SetData fields → apply Rule 3. Read references/setdata-index-guide.md NOW — do not skip this.
5. If adding Tablix columns → apply Rule 4.
6. Before committing → read and run references/al-report-checklist.md — do not commit without passing all items.

When modifying an existing report, start at step 3, 4, or 5 depending on what changed, then always run step 6.

---

Rule 1 — AL Report Object Structure

• Always declare UsageCategory and ApplicationArea on the object.
• Child DataItems must have explicit DataItemLink and DataItemTableView with sorting(...).
• Always declare a rendering block with a named layout identifier.
• Layout files live under src/reports/layouts/.
• Request page: always SaveValues = true. Every field must have ApplicationArea, Caption, and ToolTip.

Trigger reference

Trigger	Purpose
OnPreReport	Validate filters, initialize globals
OnPostReport	Cleanup, final messages
OnAfterGetRecord	Per-record logic; skip with CurrReport.Skip()
OnPreDataItem	Set additional filters on the DataItem

---

Rule 2 — RDLC PageHeader / PageFooter Height Sizing

When adding or removing fields in PageHeader or PageFooter, always recalculate and update <Height>.

New Height = Last field Top + Field Height + Bottom margin (≥ 0.167 cm)
Standard row spacing: 0.39 cm between rows | Standard row height: 11 pt ≈ 0.388 cm

❌ Never leave the old <Height> after adding a field — the new row will be clipped silently.

Read references/rdlc-sizing-reference.md for unit conversion tables, a worked calculation example, and the page width reference table.

---

Rule 3 — SetData Field Order: Always Append at End

CRITICAL — silent data corruption risk. RDLC uses Code.GetData(Index, Group) with 1-based sequential indices. Inserting a new field anywhere except the end shifts all subsequent indices, causing every downstream textbox to display the wrong field — no compile error, no runtime warning.

✅ Always append new fields at the end of the SetData expression.
❌ Never insert in the middle.

After appending, maintain an XML comment index map inside the RDLC:

<!--
  SetData Group 2 — Field Index Map
  1:  CustomerName
  2:  DocumentDate
  3:  NewFieldLabel    (added 2026-04-30)
  4:  NewFieldValue    (added 2026-04-30)
-->

Read references/setdata-index-guide.md for the full step-by-step process, counting instructions, and textbox wiring examples.

---

Rule 4 — Body Width Validation

When adding Tablix columns, verify:

Body Width ≤ Page Width − Left Margin − Right Margin

Always read <LeftMargin> and <RightMargin> from the actual RDLC file before calculating — do not use default values.

If the body exceeds the limit, emit this warning and reduce column widths proportionally:

⚠️ WARNING: RDLC Body Width Exceeds Available Page Width
Available: {X} cm | Current Body: {Y} cm | Overflow: {Z} cm
Apply reduction factor = Available / Current to all TablixColumn widths.

Read references/rdlc-sizing-reference.md for the page width reference table and a proportional reduction worked example.

---

Rule 5 — Rendering Mode

Rendering type	When to use	Known limitations
RDLC	Pixel-precise layouts, banding, complex headers/footers	See Rules 2–4
Word	Simple documents, mail-merge style	No conditional formatting, no carry-overs between pages, totals cannot be retrieved from last record — avoid for complex documents
Excel	Data exports for analysis	No complex formatting

Default to RDLC for operational documents (invoices, orders, statements).
Default to Excel for data exports.

---

Rule 6 — BLOB Image Rendering

When displaying a company logo or any image stored as a BLOB field:

• Always call CalcFields on the BLOB field inside OnAfterGetRecord of the DataItem that owns it — not in OnPreReport.
• Add the image column to the dataset with IncludeCaption = false.
• In the RDLC, set the image source to =Fields!LogoField.Value and MIMEType = "image/png" (or jpeg).

❌ Logo appears on page 1 only or shows as red X on subsequent pages: the BLOB is not recalculated per record. Move CalcFields into OnAfterGetRecord.

dataitem(CompanyInfo; "Company Information")
{
    DataItemTableView = sorting("Primary Key");

    trigger OnAfterGetRecord()
    begin
        CalcFields(Picture);  // ✅ must be here, not in OnPreReport
    end;

    column(CompanyPicture; Picture) { IncludeCaption = false; }
}

---

Rule 7 — Preview vs. Print Layout Consistency

The most common RDLC complaint: report looks correct in Preview but differs when printed or switched to Print Layout mode.

Root causes and fixes:

Symptom	Likely cause	Fix
Totals shift or repeat on every page	Wrong group scope for aggregate expression	Move expression into the correct Tablix group row; check Scope parameter of Sum() / Last()
Variable shows last value on all pages instead of per-page value	Using Last() at report level instead of group level	Scope the aggregate to the page group, or use a running value reset per page
Logo / image shows as red X when printing	BLOB not re-fetched after page break	See Rule 6 — CalcFields in OnAfterGetRecord
Controls misaligned in Print Layout	Top / Left values do not account for section height	Recalculate positions after every section height change (Rule 2)

Always test in Print Layout mode, not only in Preview, before marking a report done.

---

Known Limitations

TotalPages with multiple documents (Page X of Y)

When printing multiple documents in one batch, Globals!TotalPages counts the total pages of all documents combined, not per document. There is no native fix in RDLC. Workarounds:

• Use a custom VB.NET function in the code block to track page count resets per document group.
• Accept the limitation and remove TotalPages for batch prints.

Job Queue date errors

A report that runs correctly when launched manually may fail with "The date is not valid" when executed from the Job Queue. Cause: SQL datetime columns contain a time component that BC's Date type rejects.

Fix: cast the field explicitly in AL before passing to the report:

column(PostingDate; DT2Date(Rec."Posting Date")) { }  // if stored as DateTime

Or filter out invalid dates in OnPreDataItem:

trigger OnPreDataItem()
begin
    SetFilter("Posting Date", '>%1', 0D);
end;

Generic render error ("An error occurred while trying to display the report")

BC does not surface RDLC compile errors explicitly. Diagnostic approach:

1. Remove recently added controls one by one and re-preview after each removal.
2. Check for mismatched GetData indices (see Rule 3) — wrong index returns a type mismatch at render time.
3. Validate that all dataset column names referenced in the RDLC still exist in the AL report object.
4. Check for empty <Value> expressions or expressions referencing a deleted field.

---

Before Committing

Run references/al-report-checklist.md — covers both the AL object layer and the RDLC layout layer.

---

Behaviour Rules

1. Never modify an RDLC SetData expression without counting the existing indices first. If you cannot confirm the current field count, read the existing RDLC file before making changes.

2. Never add a field to PageHeader/PageFooter without recalculating <Height>. Present the calculation to the user: Last Top + Height + margin = New Height.

3. Always verify Body Width after adding any Tablix column. Emit the overflow warning if exceeded — do not silently leave an oversized layout.

4. If the user reports "report looks wrong when printed", apply the Rule 7 diagnostic table before proposing code changes. Ask which symptom matches.

5. Default to RDLC for any operational document. Only suggest Word/Excel if the user explicitly asks or the use case is a simple data export.

6. When modifying an existing report, preserve all existing SetData indices. New fields go at the end — this is non-negotiable.

7. Always recommend testing in Print Layout mode, not just Preview. Mention this when delivering a report modification.

8. If the user asks for Page X of Y in a multi-document batch, warn about the known limitation immediately — before writing any code.