#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

About the author

Yumna Rehman Khan is a young and bright business analyst, aspiring to become a consultant for Microsoft Dynamics AX. Professionally, Yumna (often called Yum) has six months of experience working on Oracle EBS including financial modules like General Ledger, Account Payable and Accounts Receivables. An ACCA Finalist, her keen areas of interest are Supply Chain and Retail, other than completing her formal studies.

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