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Month over month closing trend report (smmPipelineMonthOverMonthClosingTrend) [AX 2012]

Updated: August 16, 2011

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

Use this report to view the number of opportunity records that are closed each month.

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

Opportunity

Select the start and end dates that you want to include in the calculation of the report, and select the source type of the opportunities and the opportunity process.

Demographics

Select the segment and subsegment of the opportunities and the sales unit.

Address

Select the address parameters of the opportunities.

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

smmPipelineMonthOverMonthClosingTrend

Location of report in the AOT

SSRS Reports\Reports\smmPipelineMonthOverMonthClosingTrend

Menu item of the report

smmMoMClosingTrend

Navigation to the report

Click Sales and marketing > Reports > Sales management > Month over month closing trend.

The data on this report comes from the following sources:

  • DynamicsAXOLAP

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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