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Create a report by using the Microsoft Dynamics AX auto-report wizard [AX 2012]

Updated: November 27, 2013

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

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. This topic describes both of these scenarios.

You can use the auto-report functionality to quickly generate a report that displays the data that you are currently viewing in a Microsoft Dynamics AX form. The following procedure explains how to do so.

  1. Open the Microsoft Dynamics AX form that contains the data to print.

  2. Click File > Print > Print.

    The Autoreport form is displayed.

  3. To filter or sort the data on the report, click Select.

    An inquiry form is displayed. In this form, you can complete the following tasks:

    • Filter the data – To filter the data that is displayed on the report, click the Range tab. For information about how to filter the data, see Filter the data on a report.

    • Sort the data – To sort the data that is displayed on the report, click the Sorting tab. For information about how to sort the data, see Sort the data on a report.

    • Specify date options – To filter the data that is displayed on the report based on date information, click the Date options tab. Specify whether you want the report to display all active records, records that are active as of a specific date, or records that are active in a specific date range.

  4. Click OK to return to the Autoreport form.

  5. Click OK to print the report to the screen.

You can use the auto-report functionality to create a custom report that is saved so that it can be reused later. The following procedure explains how to do so.

  1. Open the Microsoft Dynamics AX form that contains the data to print.

  2. Click File > Print > Print.

    The Autoreport form is displayed.

  3. Click Modify... > New.

    The Autoreport Wizard is displayed.

  4. The wizard displays the names of tables and fields. If you are more familiar with the system names of tables and fields (for example, CustTable), than the names that appear in the user interface (for example, Customer), select the Show system names of tables and fields check box.

    Click Next.

  5. The Report name page is displayed. Enter a name for the report. Click Next.

  6. The Select fields page is displayed. Use the arrows to specify which fields should be included on the report. Use the Up and Down buttons to indicate the order in which they should appear. Click Next.

    NoteNote

    If a field does not contain any data, it will not be included in the report.

  7. If the report includes a field that contains real numbers or integers, the Summation on fields page is displayed. Specify which fields should contain sum values. Click Next.

  8. The Report layout page is displayed. Select a template to specify the layout of the report, and a template to specify the layout of tables. Click Next.

  9. Click Finish to complete the wizard. The Autoreport form is redisplayed.

  10. To filter or sort the data on the report, click Select.

    An inquiry form is displayed. In this form, you can complete the following tasks:

    • Filter the data – To filter the data that is displayed on the report, click the Range tab. For information about how to filter the data, see Filter the data on a report.

    • Sort the data – To sort the data that is displayed on the report, click the Sorting tab. For information about how to sort the data, see Sort the data on a report.

    • Specify date options – To filter the data that is displayed on the report based on date information, click the Date options tab. Specify whether you want the report to display all active records, records that are active as of a specific date, or records that are active in a specific date range.

  11. Click OK to return to the Autoreport form.

  12. Click OK to print the report to the screen.

    The report settings are automatically saved. The next time that you open the form that you opened in step 1, you can generate and print this report by clicking File > Print > Print.


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