Report Integration and Customization Overview [AX 2012]

Updated: October 12, 2011

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

Reports that are created with the reporting tools in Microsoft Visual Studio can be integrated into Microsoft Dynamics AX and then later customized. This topic provides a description of key concepts involved in integrating and customizing reports.

Reporting projects can be customized, upgraded, and patched using the built-in layering support in Microsoft Dynamics AX. You can add Visual Studio reporting projects to the AOT. Reports are stored in the AOT when they are added to a Microsoft Dynamics AX reporting project.

In Microsoft Visual Studio, when you right-click a reporting project in Solution Explorer, the Add <ReportName> to AOT option displays on the context menu. When you select this option, a node for the reporting project displays below the Visual Studio Projects > Dynamics AX Model Projects node in the AOT and in Application Explorer. You can also access the single report in the AOT or the Application Explorer under the SSRS Reports > Reports node. For more information, see How to: Add Reports to Microsoft Dynamics AX.

Once a report project is added to the AOT, when you save the changes, the changes are saved at the metadata level and updated in the AOT.

After you have added reports to a Microsoft Dynamics AX reporting project, you can create output menu items for the reports so that they can be displayed within the application. Reports can display from menus and forms in the Microsoft Dynamics AX client and in Enterprise Portal Web parts. For more information about creating a menu item, see How to: Create a Menu Item for a Report. For information about reports and Enterprise Portal, see How to: Add SSRS Reports to Pages. You can define menu items for the reports as soon as they are added to a reporting project. The reports do not need to be deployed to the report server until the reports need to be viewed.

For an end-to-end example of how to display a report on a menu in Microsoft Dynamics AX, see Walkthrough: Integrating New Reports into Microsoft Dynamics AX.