Reporting in Microsoft Dynamics AX 2012 R3 - Locus IT Services

Reporting in Microsoft Dynamics AX 2012 R3

Locus IT ServicesReporting in Microsoft Dynamics AX 2012 R3
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Reporting in Microsoft Dynamics AX 2012 R3, explains how to create reports using the Microsoft Visual Studio tools for Microsoft Dynamics AX.

  • Considerations for Creating a Report
  • Report Programming Guide
  • How to: Add or Delete a Report
  • How to: Create an Auto Design for a Report
  • How to: Create a Precision Design for a Report
  • How to: Preview a Report Design
  • How to: Change the Default Number of Records that Display in the Report Preview

Microsoft Dynamics AX provides a model-based approach to create reports by providing project templates and modeling tools that are incorporated into the Microsoft Visual Studio development environment. The reporting features provided by Microsoft Dynamics AX are based on a tight integration with SQL Server Reporting Services.

Using the Microsoft Visual Studio tools provided by Microsoft Dynamics AX has the following benefits:

  • You can create reports quickly using the auto design reporting feature. This feature automatically creates a report design based on the report data.
  • You can use SQL Report Designer for reports that require a very precise design. SQL Report Designer can be started directly from your reporting project.
  • You can create a consistent appearance and behavior for your reports using style templates. One style template can be applied to many reports. Style templates let you separate the style settings from the actual report definition.
  • You can preview reports at design time from the Microsoft Visual Studio development environment.

Reports created by using the Microsoft Visual Studio tools for Microsoft Dynamics AX can be integrated into Microsoft Dynamics AX. They can be displayed as menu items on menus and forms in the Microsoft Dynamics AX client and in Enterprise Portal Web parts. For more information, see Report Integration and Customization Overview.

Creating Reports

The first step in creating your reports is to create a reporting project in Microsoft Visual Studio by selecting the Report Model project template. After you have created a reporting project, you can define a report in the model that is provided. You can add, remove, and modify report items using the context menus that appear when you right-click the nodes in the model. For example, you can right-click the Images node for a report, and then click Add Image to add an embedded image to a report. You can also move or create new elements in a model by using drag-and-drop functionality. For example, when you drag a report dataset onto the Designs node, an auto design is created for the report. For more information about the elements in a model, see Model Editor Overview. The following illustration shows an example of a report in a model.

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