About internal controls reports [AX 2012]

Updated: March 18, 2011

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

Use internal controls report views to gather, analyze, and summarize document statistics in a variety of ways. You can also open documents when you are in a report view. The report view that you select determines how the information is displayed. The following options are available:

Report view

Description

Data Grid

All documents are displayed in a table.

By Control Effectiveness

Control documents are grouped first by the ratings that are assigned to the effectiveness of the document and then by location in the hierarchy.

By Assignee

All documents are grouped first by assignee and then by location in the hierarchy.

By Document Type

All documents are grouped first by document type and then by status.

By Location

All documents are grouped first by location and then by status.

By Workflow Step

All documents are grouped first by document type and then by current workflow step.

You can create additional shared or personal report views by using standard Microsoft SharePoint Foundation 2010 functionality. You can also export the report data to Microsoft Excel from any of the views.

  1. Click Compliance on the top link bar, and then click Internal controls under Reports on the Quick Launch

  2. At the top of the Internal Controls Reports page, in the Change View list, click a view.

  1. Click Compliance on the top link bar, and then click Internal controls under Reports on the Quick Launch.

  2. At the top of the Internal Controls Reports page, in the Change View list, click a view.

  3. On the Action Pane, click List Tools > List, and then click Export to Excel.

You can save changes to documents only on the Internal controls page. You can open the internal controls document from any report view. Do not change the internal controls document on the Internal Controls Reports page. If you modify data there, the changes are not saved on the Internal controls page.

The Internal controls page has not been visited. View the Internal controls page, and then you can view the Internal Controls Reports page.

You might not have permissions to view reports. Contact the Compliance site administrator to request the appropriate permissions.


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

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