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What's New: Reporting for IT Professionals in Microsoft Dynamics AX 2012 [AX 2012]

Updated: February 1, 2013

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Microsoft SQL Server Reporting Services is now the primary reporting platform for Microsoft Dynamics AX. The default, predefined reports that are provided with Microsoft Dynamics AX run on the Reporting Services platform.

This topic describes the new reporting features of Microsoft Dynamics AX.

The following reporting features have been added in Microsoft Dynamics AX 2012 R2.

Support for data partitions

A Microsoft Dynamics AX 2012 R2 installation may consist of multiple data partitions. One report server can support all the data partitions in a Microsoft Dynamics AX 2012 R2 installation. For more information about data partitions, see Data partitioning architecture.

Support for report servers that run in SharePoint integrated mode

Reporting Services can be installed in native mode or SharePoint integrated mode. Report servers that run in SharePoint integrated mode are supported by Microsoft Dynamics AX 2012 R2.

In SharePoint integrated mode, a report server runs within a SharePoint server farm. Reports are managed and viewed from SharePoint document libraries. For more information, see Overview of Reporting Services.

The following reporting features have been added in Microsoft Dynamics AX 2012.

Simplified installation

In Microsoft Dynamics AX 2012, the Setup wizard has been updated to simplify the process of installing the Reporting Services extensions. When you install the Reporting Services extensions, the Setup wizard will:

  • Verify that prerequisite software has been installed on the server that runs Reporting Services. For more information about the prerequisite software, see the system requirements web page.

  • Prompt you to select an instance of Reporting Services. The extensions that you are installing will be configured to use this instance. For more information, see Install Reporting Services extensions for Microsoft Dynamics AX.

  • Enable you to deploy the default reports that are included with Microsoft Dynamics AX.

Improvements to the report deployment process

The process of deploying reports has changed in the following ways.

Feature

Description

Deploy reports using Windows PowerShell

In Microsoft Dynamics AX 2009, the Microsoft Dynamics AX Reporting Project Deployment form is used to deploy reports. In Microsoft Dynamics AX 2012, Windows PowerShell commands are used to deploy reports. For more information about how to use Windows PowerShell commands to deploy reports, see Deploy the default reports.

Improved support for multiple languages

In Microsoft Dynamics AX 2009, when you deploy a report, 42 versions of the report are deployed. One version of the report is deployed for every language that is supported by Microsoft Dynamics AX. For example, when you deploy the Sales Order report, 42 versions of that report are deployed: one for English, one for French, one for German, and so on.

In Microsoft Dynamics AX 2012, when you deploy a report, one version of the report is deployed. That version renders in every language that is supported by Microsoft Dynamics AX.

Upgrade information

When you upgrade from Microsoft Dynamics AX 2009, existing reports are copied to the Microsoft Dynamics AX 2012 system, but they are not upgraded. Microsoft Dynamics AX 2012 provides hundreds of default, predefined reports that you can deploy and customize. We recommend that you use these reports as templates, and customize them to meet your needs. For more information, see Upgrading Reports.

Security changes

The following changes that pertain to security have been made.

Feature

Description

Kerberos authentication is no longer required

In Microsoft Dynamics AX 2009, Kerberos authentication is required for environments where:

  • Enterprise Portal for Microsoft Dynamics AX is installed on a server other than the server that is running Reporting Services and/or Analysis Services.

  • The Reporting Services database exists on a server other than the server that is running the Windows service for Reporting Services.

In Microsoft Dynamics AX 2012, Kerberos authentication is not required.

Integration with the new security model

Reports are fully integrated into the new Microsoft Dynamics AX security model. When you help secure data by using duties and privileges, reports automatically respect that security. For more information about how to set up security for reports, see Security settings for reports.

Parity with the legacy X++ reporting framework

The following features have been added so that Reporting Services reports have the same capabilities as the legacy X++ reports.

Feature

Description

Filter and sort the data on Reporting Services reports

You can now filter and sort the data that is displayed on Reporting Services reports. For more information, see Filter the data on a report and Sort the data on a report.

Create auto-reports

Auto-reports are preconfigured reports that you can generate by clicking File > Print > Print in a Microsoft Dynamics AX form. You can quickly generate an auto-report for a single use. Alternatively, you can create a custom auto-report, and then save the report so that it can be reused later. For more information, see Create a report by using the Microsoft Dynamics AX auto-report wizard.

Print Reporting Services reports as part of a batch

In Microsoft Dynamics AX 2012, you can print Reporting Services reports as part of a batch. This capability lets you perform the following tasks:

Manage print settings for reports

In Microsoft Dynamics AX 2012, you can manage the print settings for reports. This capability lets you perform the following tasks:

  • Modify the print settings of a report based on the contents of the data being printed. For example, you can print sales orders that total less than USD 1,000 to printer A, and sales orders that total USD 1,000 or more to printer B.

  • Specify print settings at various levels of the application. For example, you can set up module-level print settings to apply to all documents in a specific module, and customer-level print settings to apply to documents for specific customers.

For more information about how to use the print management features of Microsoft Dynamics AX, see the Print Management Integration Guide

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