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Budget plan account totals report (BudgetPlanDimensionFocusTotalReport) [AX 2012]

Updated: October 8, 2012

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

This report displays details about revenue and expenses for budget plans by financial dimension set. You can view 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.

Financial dimension set

Select a financial dimension set for the report.

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 or line field, such as Budget planning process or Document status, to group and subtotal the report by that header or line 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

BudgetPlanDimensionFocusTotalReport

Location of report in the AOT

SSRS Reports\Reports\BudgetPlanDimensionFocusTotalReport

Menu item of the report

BudgetPlanDimensionFocusTotalReport

Navigation to the report

Click Budgeting > Reports > Budget planning > Budget plan account totals.

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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