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Reporting in Microsoft Dynamics AX [AX 2012]

Updated: April 30, 2014

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

Microsoft SQL Server Reporting Services (SSRS) is 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 guides you through the process of installing, deploying, and using these reports. This topic also provides information about how to create custom reports.

Get started

The following table lists tasks that you can complete to learn more about Reporting Services and how it integrates with Microsoft Dynamics AX.

Task

Details

More information

Learn about the new reporting features of Microsoft Dynamics AX

Several features have been added to Microsoft Dynamics AX 2012 releases to help you install the Reporting Services extensions and deploy reports. For example:

  • In cumulative update 7 for Microsoft Dynamics AX 2012 R2: A Windows PowerShell command is available in cumulative update 7 for Microsoft Dynamics AX 2012 R2 that automates the process of integrating multiple Reporting Services instances with Microsoft Dynamics AX.

  • In Microsoft Dynamics AX 2012 R2: Support for report servers that run in SharePoint integrated mode was added.

What's new: Reporting

Become familiar with Reporting Services and plan your implementation

Reporting Services is 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.

Reporting architecture

Overview of Reporting Services

Planning for reporting in Microsoft Dynamics AX

Determine what other reporting tools you may want to use

Although Reporting Services is the primary reporting platform for Microsoft Dynamics AX, there are other reporting tools that you should use, as well. For example, we recommend that you use Management Reporter to create financial statements.

Types of reports

Business Intelligence Capabilities and Tools white paper

Management Reporter for Microsoft Dynamics ERP

Install and deploy

The following sections explain how to install and deploy reports and how to upgrade reports from Microsoft Dynamics AX 2009 to Microsoft Dynamics AX 2012.

Complete the tasks in the following table to integrate Microsoft Dynamics AX and Reporting Services and to deploy the reports that are included with Microsoft Dynamics AX.

Task

Details

More information

Verify permissions

To install the Analysis Services extensions, you must run the Microsoft Dynamics AX Setup wizard. Verify that you have the required permissions to run the wizard.

Verify that you have the required permissions for installation

Assign system service accounts to the appropriate Active Directory groups

Identify which accounts are used for the following purposes:

  • The account used to run the Microsoft Dynamics AX Application Object Server (AOS)

  • The account used as the Business Connector proxy

Assign the accounts listed above to the following Active Directory groups on the domain server:

  • Windows Authorization Access group

  • Pre-Windows 2000 Compatibility Access group

Install prerequisites

On the computer where Reporting Services is installed, or where you plan to install Reporting Services, run the prerequisite validation utility to verify that system requirements have been met.

Check prerequisites

System requirements

Configure Reporting Services

Configure Reporting Services for use with Microsoft Dynamics AX. The steps you must follow vary depending on whether you installed Reporting Services in native mode or SharePoint integrated mode.

Before you install the Reporting Services extensions

Install the Reporting Services extensions

Run the Microsoft Dynamics AX Setup wizard on your report server to install the Reporting Services extensions.

Install the Reporting Services extensions

Deploy reports

NoteNote

If you are using Microsoft Dynamics AX 2012 R2—and—Reporting Services is running in SharePoint integrated mode, then you must create a document library in SharePoint to store your reports. Complete this procedure before you deploy the default reports that are included with Microsoft Dynamics AX.

Microsoft Dynamics AX includes many default reports that you must deploy. If you did not deploy the reports when you installed the Reporting Services extensions, you can deploy them by using Windows PowerShell.

Create a document library to store reports

Deploy the default reports

Deploy language-specific versions of a report

Typically, when you deploy a report, one version of the report is deployed. This version can then be rendered automatically in every language that is supported by Microsoft Dynamics AX. However, you can configure Microsoft Dynamics AX so that language-specific versions of a report are deployed. A language-specific version of a report is rendered more quickly.

Deploy language-specific versions of a report

Integrate additional instances of Reporting Services—that run on the same computer—with Microsoft Dynamics AX

You can install multiple instances of Reporting Services on the same computer. In this kind of deployment environment, each instance of Reporting Services is connected to an independent Microsoft Dynamics AX installation. You may want to install multiple instances of Reporting Services on the same computer for the following reasons:

  • To support development and production installations of Microsoft Dynamics AX

  • To support multiple production installations of Microsoft Dynamics AX

Install multiple instances of Reporting Services on the same computer (for use with Microsoft Dynamics AX)

The following table provides information about how to upgrade reports in Microsoft Dynamics AX.

Task

Details

More information

Upgrade reports

When you upgrade from Microsoft Dynamics AX 2009, existing reports are copied to the AX 2012 system, but they are not upgraded. 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 requirements.

Report Upgrade

Report Project Upgrade

Guidance when Upgrading Reports

Mapping Microsoft Dynamics AX 2009 Reports to the Microsoft Dynamics AX 2012 Version

Deprecated Microsoft Dynamics AX 2009 Reports in Microsoft Dynamics AX 2012

Configure

After you have deployed the reports, complete the following tasks to make them available to users.

Task

Details

More information

Grant users access to reports

Grant users access to reports. The steps you must follow vary depending on whether you installed Reporting Services in native mode or SharePoint integrated mode.

Grant users access to reports

Prepare the report server for use each day

Reporting Services periodically restarts, and each restart clears the Reporting Services cache. After the cache has been cleared, it may take some time for the next report that is run to display. To minimize the effect of Reporting Services restarts, a new class that is named SRSReportServerWarmup is included with cumulative update 7 for Microsoft Dynamics AX 2012 R2. When the SRSReportServerWarmup class runs, it prepares the report server for use.

Run the SRSReportServerWarmup class

Extend

You can use Microsoft Visual Studio to customize existing reports, develop new reports, and integrate those reports with Microsoft Dynamics AX.

Task

Details

More information

Customize a report which is defined in a model project included with Microsoft Dynamics AX.

Model projects in Microsoft Dynamics AX adhere to layered development in the MorphX development environment. This allows model projects to be customized, upgraded, and patched using the built-in layering support. You can see those changes applied in Microsoft Dynamics AX.

Walkthrough: Customizing Existing Microsoft Dynamics AX Reports

Create a new auto-design reporting project and add it to the AOT.

To retrieve data for an auto-design reporting project you will use a query that is defined in the AOT within the Microsoft Dynamics AX development environment. Once the project is created, you can modify the look of the report using layout and style templates and add interactive features like grouping, sort order, and document maps.

Walkthrough: Creating an Auto Design Report

Integrate a report into Microsoft Dynamics AX.

Once you have created a reporting project, you integrate the report into Microsoft Dynamics AX. For example, after the report is in Microsoft Dynamics AX, you can create an output menu item for the report and display the report on a menu within the application.

Walkthrough: Integrating New Reports into Microsoft Dynamics AX

Create a drillthrough repor.t

A drillthrough report is a report that a user opens by clicking a linked item in another report. It allows users to drill through to additional data.

Walkthrough: Creating a Drillthrough Report

Create a report from an external data source.

A data source is a facility for accessing data. You can use the predefined Dynamics AX data source, which connects to the Microsoft Dynamics AX application database. Or, you can define an external data source to retrieve data from a different location. In your report model, you will define an external data source that specifies the connection information for the database so that you can retrieve data from that database to display in your report.

Walkthrough: Creating a Report from an External Data Source

Use a report data provider (RDP) class with business logic to process data and then display the outcome of the business logic on a report.

An RDP class is an X++ class that is used to access and process data for a Reporting Services report. The options for a data source type for a Microsoft Dynamics AX report are query, business logic, and RDP. An RDP class is an appropriate data source type when you cannot query directly for the data you want to render on a report, or the data to be processed and displayed is from Microsoft Dynamics AX.

Walkthrough: Creating a Report Bound to a Report Data Provider Class (X++ Business Logic)

Add parameters to a report to allow users to filter the data that displays in the report.

For example, you can add a parameter and a filter that uses the parameter to allow users to select a customer for which to display data. Then, you can add parameters that will be used to determine whether to display the phone and fax numbers for the customers in the report.

Walkthrough: Creating a Report with Parameters

Create a report to display customer transaction data in a matrix data region.

A matrix data region displays data in a two-dimensional grid of columns and rows that intersect at specific data points. When defining a matrix data region, you can specify column and row groupings. The data that appears in the detail cells are aggregates based on the intersections of columns and rows.

Walkthrough: Creating a Matrix Report

Create a report to display customer transaction data in a column chart.

A chart provides a graphical representation of data. Displaying data in a chart makes it easy for users to see comparisons, patterns, and trends in the data.

Walkthrough: Using AX Enum Provider in a Column Chart Report

Create a precision design for a report using SQL Report Designer.

You can create a precision design report to display the data returned by the queries that you created in Microsoft Dynamics AX. To do this, you will first define datasets for the report. Then, you will configure the parameters that are created for the datasets. Finally, you will use SQL Report Designer to define the report layout.

Walkthrough: Referencing a Report Parameter from Multiple Datasets in a Precision Design Report

Create a report that is bound to date effective data.

Date effective data is valid time state data for which changes must be tracked at different points in time. On a table in the AOT, you can set the ValidTimeStateFieldType property to make it a valid time state table. Setting this property causes the system to automatically add the ValidFrom and ValidTo columns which track a date range for each row. Reports that are bound to valid time state data will provide a parameter for the date range or a specific date on the parameter form when you run the report.

Walkthrough: Creating a Report Bound to Date Effective Data

Create a report that uses dimensions

Dimensions are additional classifications defined in a table for financial, product, and cost attributes. You will can create a report that displays a dimension string, dimension attributes, and a report parameter based on a dimension. When you run the report, you can filter the report by the dimension.

Walkthrough: Creating a Report Bound to a Dimension Data Source

Use

The following sections provide information about how business users, such as CFOs and accounting managers, can create and use reports.

End users in your organization can use the information in the following table to work with the default reports that are provided with Microsoft Dynamics AX.

Task

Details

More information

Print or email a report

Microsoft Dynamics AX includes hundreds of preconfigured reports that you can use to view and analyze business data. The linked topic explains how to print or email a report.

Print or email a report

Print or email a report on a recurring basis

Microsoft Dynamics AX includes hundreds of preconfigured reports that you can use to view and analyze business data. The linked topic explains how to configure Microsoft Dynamics AX to automatically print a report for you on a recurring basis. For example, Microsoft Dynamics AX can send a specific report to you and your team members every Monday morning by email.

Print or email a report on a recurring basis

Print or email a report during off-peak hours

Occasionally, you may have to print an especially long report, such as a report that contains hundreds of rows of data. In this case, it may be best to print the report during off-peak hours, when few users are logged on to Microsoft Dynamics AX. The linked topic explains how to schedule a report to be printed during off-peak hours.

Print or email a report during off-peak hours

Print a report from the archive

If you saved a report to the print archive, you can use the linked topic to print the report from the archive.

Print a report from the archive

Filter the data on a report

By filtering the data that is displayed on a report, you can view only the data that is important to you. The linked topic shows how to filter the data on the Customers report. You can modify this procedure to filter the data on the report that you are working with.

Filter the data on a report

Sort the data on a report

You can sort the data that is displayed on a report. The linked topic shows how to sort the data on the Customers report. You can modify this procedure to sort the data on the report that you are working with.

Sort the data on a report

End users in your organization can use the information in the following table to create the custom reports they need.

Task

Details

More information

Create a report by using the Microsoft Dynamics AX auto-report wizard

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 use once, or you can create and save a custom auto-report that can be reused later.

Create a report by using the Microsoft Dynamics AX auto-report wizard

Create a report by using Excel

You can use Microsoft Excel to create a custom report that uses a Microsoft SQL Server Analysis Services cube as a data source.

Create a report by using the Excel data connection wizard to connect to a cube

Create a report by using SQL Server Report Builder

You can use Report Builder, which is a component of Reporting Services, to create a custom report that uses an analysis cube as a data source.

Create a report by using SQL Server Report Builder to connect to a cube

Create a report by using Power View

Power View is a tool that you can use to create highly-interactive, ad-hoc reports that use analysis cubes as a data source.

Create a report by using Power View to connect to a cube

Troubleshoot

The following topics explain how to troubleshoot issues that you may encounter when you work with reports.

View technical reference

The following table provides links to technical reference information for reports.

Task

Details

More information

View the Reporting Services report catalog

The Report Catalog for Microsoft Dynamics AX 2012 describes the Reporting Services reports that are provided with Microsoft Dynamics AX 2012.

Report catalog for Microsoft Dynamics AX


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