Launch Reporting Intelligence from VBA

This article applies specifically to Reporting Intelligence 2019 and higher.  For older versions, see Launching older versions of Reporting Intelligence from VBA.

Overview

If you write macros in Excel or want to launch Reporting Intelligence from another application, you can launch Excel, update report options, refresh the report and print.  Below is some sample code that demonstrates how to do this.

Step-by-Step Process

1. Start Excel

   Create a new macro subroutine and add an Object variable to allow you to create a new Excel instance.

   Sub JetUpdate()

   Dim XLApp as Object

   Set XLApp = New Excel.Application

2. Make Excel visible and interactive

   Workbooks don't necessarily start in a mode that is visible or interactive.

   If the user will interact with the workbook, you need to set the following two values:

   • XLApp.Visible = True

   • XLApp.Interactive = True

3. Open the Reporting Intelligence add-in

   Add-ins do not automatically open when using automation, so the Reporting Intelligence Excel add-in must be opened manually.  You must also open any other add-ins that you need.

   XLApp.Application.RegisterXLL ("C:\Program Files (x86)\JetReports\jetreports.xll")

4. Open the report workbook

   XLApp.Application.Workbooks.Open ("C:\MyReports\ReportName.xlsx")

5. Update the report options

   Update the report options.  The option values are in single cell named ranges.

   XLApp.Application.Workbooks("ReportName.xlsx").Names.Item("DateFilter").RefersToRange.Value ="1/1/2018..3/31/2018"

6. Run the Reporting Intelligence report

   In Reporting Intelligence versions 2018 R2 (18.1) and higher, the menu option is named RUN

   XLApp.Application.Run "JetMenu", "Run"

7. Print the Worksheet which contains the report

   If you want to help with viewer in printing the report, choose a worksheet and launch the print preview (the user can then print the report, if desired).

   XLApp.Application.Workbooks("ReportName.xlsx").PrintPreview

   To avoid the message asking if the workbook should be saved, you can mark it as already saved.

   XLApp.Application.Workbooks("ReportName.xlsx").Saved = TRUE

   Be careful with this. You are assuming that the workbook does not actually need to be saved.

8. Close Excel

   Close Excel and end your macro

   XLApp.Quit

   End Sub

Related Articles

• Launching the Reporting Intelligence Excel add-in from Dynamics NAV