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

Lesson 4 – List Pages

List pages:

List pages can help reduce the time that it takes to complete some daily tasks in Microsoft Dynamics AX. You can use list pages to view a list of similar records, select a record, and then perform actions against that record.

There are two types of list pages: primary and secondary. Primary display a set of records, and secondary list pages display a subset of those records. You must have security access to a primary to view the secondary that are based on it.

For example, listed below are some of the list pages in Microsoft Dynamics AX:

  • Customers (Click Accounts receivable > Common > Customers > All customers.)
  • Main accounts (Click General ledger > Common > Main accounts.)
  • Workers (Click Human resources > Common > Workers > Workers.)

The following information describes some of the elements.

Action Pane : The Action Pane is divided into groups that contain action buttons. You can use the buttons on the Action Pane to create new records, perform actions against a selected record, and open forms to display more information about a record.The buttons that are displayed on an Action Pane depend on which list is displayed, your personal settings for the list, and your security access.

Grid :  A grid displays the records that make up a list page. To sort records, click any of the columns and select the columns to display in the grid.

Preview pane : The preview pane displays information that is related to a selected record. The type of information that is displayed depends on the type of record that you selected.

Filter pane :  Use the filter pane to limit the data on this so that,only the records that meet the filter conditions are displayed.

FactBox pane : The FactBox pane displays information that is relevant to a selected record in the list page. Some FactBoxes display numbers, links to other forms, or graphs that represent data for a record. For example, the Customers has a Recent activity FactBox that displays the last invoice amount and the last payment amount for a selected customer. By default, some have more FactBoxes available than those that are displayed. Click the View button in the upper-right corner of the application workspace and then select FactBoxes to see a list of the available FactBoxes for the list page that you are currently viewing.

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