Improved Print Archive

Built-in Print archive

When printing reports you can choose to archive them at the same time. Such reports are saved to Organization administration > Inquiries and reports > Print archive.
Built-in Print archive is pretty limited – you can search reports only by their caption and view them as PDF. It has the following features:

  • The Type field: always set to SQL Server Reporting Services report (probably the matter of legacy)
  • The Description field: set to the report caption, which is the caption of the report menu item, e.g. Show invoice for the Customer Invoice report; or set to the report ID, e.g. Report.
  • Couple of additional fields: Date and time of the report creation, user which created the report, number of pages is always set to 0 except when the report was printed to a printer
  • The Print preview button: download and view printed reports as PDF files

 

Learn how to save reports in Print archive >>

No matter if you are using Free or Full Edition, you can use all new features that Docentric adds to built-in Print archive.

Improved Print archive

From the version 3.3.0 Docentric improves built-in Print archive by adding some interesting features such as:

  • View executed reports’ print destination settings, e.g. an email message sent to a customer primary contact.
  • Use dynamic placeholders to control what is written into the Description field; the Type field in the grid is hidden.
  • Bring relations to a source table (e.g. sales/purchase order), a journal table (e.g. invoice journal), a customer or vendor, etc.
  • Search by report name, document ID (e.g. Invoice ID), source table ID (e.g. Sales/Purchase ID), Customer/Vendor account number, etc. You can also navigate to these entities by clicking the related fields in the form.

 

You can save a report to improved Print archive only if you print it using a Docentric print destination with the Save in print archive turned on, or if you select Docentric’s Print archive as the target print destination.

View report print destination settings

Viewing of an executed report’s print destination settings works out-of-the-box for any report saved to Print archive.

 

For all other improved Print archive‘s features in order to work you need to use custom DSP classes which will set up so called Docentric archive contract.

No matter if you are using Free or Full Edition, we recommend to install an additional model with Docentric SSRS Replicas. It contains custom DSP classes setting up Docentric archive contract for common reports in D365FO such as Customer invoice and Purchase order, so you will be able to fully benefit from improved Print archive.
Learn more >>

How to fill Docentric archive contract

If you are not using DSP classes from the Docentric AX SSRS Replicas model or you just want to fill up Docentric archive contract for a report which is part of this model, the procedure is very simple.

In the overrideReportRunSettings() method of the report custom DSP class add the following X++ code if applicable:

This is a code snippet from Customer Invoice’s DSP class that should be adjusted to cover your scenario.

Description field in Print Archive

The Description field is automatically set up to the report caption.

Report caption is by default overtaken from SSRS framework and this is most of the time a caption of the report menu item. Sometimes, this is not provided and the report ID, i.e. report technical name, i.e. report name in AOT is used instead.

You can change the report caption in the report DSP class in X++, but starting from the version 3.3.0 you can change report caption without coding, by entering the report caption in Docentric report setup. You can even use placeholders to make it dynamic. Learn more about setting up a report caption >>

 

File name when previewing/downloading report

From the version 3.3.0 when you preview, i.e. download a report from Print archive, the downloading report’s filename will be the same as the Description field (i.e. report caption) of the report in Print archive.

X++ Hooks

We created a couple of hooks, i.e. delegates which will enable you to change writing record to Print archive using Docentric archive contract and other report execution information.

Saving reports to DMS

If you have a scenario where you want to skip saving printed reports to D365FO Print archive and save them to your DMS instead, or you want to additionally save them to some other location, you can do it by using the following delegates: DocReportRunDelegates.beforeSaveToPrintArchive and DocReportRunDelegates.afterSaveToPrintArchive.

See also

Print Archive Document Types >>
Print Archive per Customer and Vendor >>
Improved Print Archive Blog Article >>
Download SSRS Report Docentric Replicas >>

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