Browsing posts in: Reporting

#TipADay: Day 1: Extract Reports in Microsoft AX2012

Today we will explore an informative feature in AX 2012. AX provides a feature of some reports based on data retrieve from transaction processing database for Microsoft Dynamics AX. These reports are easy to create and modify based on user’s requirement.

Some of the reports these kind of reports are as follows:

1. Management reporter

Management reporter (MR) tool will help users for financial reporting in a customized format which also offers function to update statement on rolling basis by adding rows and columns as required. It also provide hypertext which further extend to detail content of respective areas , like if user click Sales figure on Profit and loss account it extends into detail sales analysis.

2. Dynamics AX adds in Excel

MS Dynamics AX 2012 provide adds in excel which connects excel to database of AX Client. To extract new report just select required table and add lines and refresh the data, all fields are populated with data required. This feature also helps users to add new and update information in AX, like extract Main accounts from AX using adds in functionality.

Step: 1 Click Dynamics AX adds in in excel

yt1

Step: 2 Click Refresh

yt2

  • 3. Auto report wizard

Auto reports can easily extracted from many forms however they are preconfigured reports that users can generate by clicking File > Print > Print in a Microsoft Dynamics AX form but can be created, saved, modified, edit and deleted whenever required. These reports ca and can be re used in future.the reports are customized from wizard by adding required fields from tree add sum of quantity, prices and cost etc to reports from wizard.

Below is a sample of custom auto report for On hand

yt3

4. And finally an export to excel functionality

AX provides a functionality to export data from one form to excel and then users can easily make their own customized form of report by using pivots or just print them for tracing and recording. This feature is normally available on every form.

A sample of this report is as follows;

yt4

I hope this will help you to explore AX reports more. Keep exploring MS Dynamics AX 2012 and let me know your suggestions


Developing Query Based Reports

For production and operational reports that are crucial to an organization, a developer can use SSRS reports. There are three types of data sources available to be used for the development of the SSRS Reports

  • Query
  • RDP
  • Business Logic

Here, we will be discussing about developing query based SSRS Reports. Before you can start developing query based reports, you need to create an AOT query on which your report will be based. Once you have created a query and added the required data sources, open a new project in Visual Studio. From the Project dialog, select “Microsoft Dynamics AX’ from project types and “Report Model” from templates. Create the Project and open the solution explorer. Right click on your project and add a new report. Double click on the newly created report. You can see a number of items in your report now. Right click on the node “Datasets” and add a new Dataset. In the properties of the newly created dataset, name your Dataset, set data source type to “query” and select the query you made earlier in AX by clicking on the ellipse button appearing in the Query Property. You can select all fields or only the desired fields of the AX query for reporting purposes.

After you have configured the dataset, add a report design. There are two types of report designs; Auto design and precision design. Always prefer auto design unless you need to customize your report. For the sake of simplicity, we select the Autodesign here.

Right click on the design node and add “Autodesign”. It is recommended to set the name of the report to either to “Report” or “Design”. Drag your data set on the newly created design node. The report is now ready to be executed. You can open your report through three options.

  • Preview in Visual Studio
  • Open from Dynamics AX using output action menu
  • From browser by opening the URL : http://localhost/reports

I hope this post helped you. I will be writing about RDP and business logic based reports in my next posts. I will also be writing about precision design based reports which allow you to customize the design of your reports.