Equisys technical notes

Technical guidance, explanations and fixes for our products

PRB: Report layout cannot be viewed in the RoleTailored client when executing Save and Send



ID: ZTN4143

This Zetadocs technical note applies to:

  • Version 5.0 of Zetadocs Express
  • Microsoft Dynamics Navision 2009 R2


On attempting to perform a Save and Send from the RoleTailored client an error message is displayed saying that the “the layout of this report has not been transformed to be viewed in the RoleTailored client” with a report ID number.  The error message is displayed below:

The Save and Send will not have been performed, click OK to continue and use the steps below to resolve this issue.


Effectively the Save and Send functionality executes a specific Navision report depending on the record type used. This issue occurs if the corresponding report hasn’t been configured or modified to be used within the RoleTailored client.


This issue can be resolved by creating a suggested layout for the corresponding report:

  1. Open the Navision Classic Client.
  2. Open the Object Designer (Shift + F12 or Tools > Object Designer).
  3. View all reports.
  4. Select and design the corresponding report number (ID 205 for this example).
  5. Go to Tools > Create Layout Suggestion.
    This will open the Visual Studio Report Editor. Click OK if any error message is displayed.
  6. Close the editor and save the report XSD file.
  7. You will be prompted to reload the report as the layout changed. Click Yes.
  8. Close the report and compile it.


This has been identified by Equisys as a configuration problem between the Zetadocs Express and Microsoft Dynamics Navision versions given above

Last updated: 29/09/2011 (SD/MW)

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