How to create a custom report

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

There are several ways to create a custom report. The following table lists the tools that you can use to create a custom report if you are a system administrator or an application user.

Category

Tool that is used to create the report

Format of the report

For more information

Transactional reports

Transactional reports retrieve data from the transaction processing database for Microsoft Dynamics AX.

Microsoft Dynamics AX list page

Excel worksheet

Use a list page

Microsoft Dynamics AX auto-report wizard

Reporting Services report

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

Microsoft Dynamics AX add-in for Excel

Excel worksheet

Using the Microsoft Dynamics AX Add-in for Excel

Management Reporter for Microsoft Dynamics ERP

Management Reporter report

Microsoft Management Reporter: Installation, Migration, and Configuration Guides

Analytical reports

Analytical reports retrieve data from Microsoft SQL Server Analysis Services cubes.

Excel

Excel worksheet

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

SQL Server Report Builder

Reporting Services report

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

SQL Server Power View

Reporting Services report

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