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Budget plan list report (BudgetPlanListReport) [AX 2012]

Updated: October 8, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Use this report to view details about revenues and expenses for multiple budget plans. The report lists amounts for financial dimensions across budget plans. The report can be grouped and subtotaled by using one, two, or three summary options.

This report is available only if Microsoft Dynamics AX 2012 R2 is installed.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Budget plan scenario

Select a budget plan scenario for the report. The data for the budget plan scenario is filtered by the scenario constraints. For example, if a budget plan is in a budget planning stage that does not allow for view or edit access to a scenario, the data from the scenario is not included on the report.

Display amount difference column

Select this check box to include a column that displays the difference between revenue amounts and expense amounts. Clear this check to exclude the amount difference column.

From date

Select the starting date for the budget plan lines for the report.

To date

Select the ending date for the budget plan lines for the report.

Option 1

Select a budget plan header field, such as Budget cycle or Budget plan priority, to group and subtotal the report by that field.

Option 2

If a value is selected in the Option 1 field, select an additional option to group and subtotal the report by.

Option 3

If a value is selected in the Option 2 field, select an additional option to group and subtotal the report by.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

BudgetPlanListReport

Location of report in the AOT

SSRS Reports\Reports\BudgetPlanListReport

Menu item of the report

BudgetPlanListReport

Navigation to the report

Click Budgeting > Reports > Budget planning > Budget plan list.

The data on this report comes from the following sources:

  • BudgetPlanHeader table

  • BudgetPlanLine table

  • BudgetPlanLineSource table

  • BudgetPlanningProcess table

  • BudgetPlanScenario table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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