View Microsoft Dynamics reports with Business Analyzer

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The Microsoft Dynamics reports that you selected to display when you configured Business Analyzer are displayed on your Business Analyzer home screen. To view a report, tap or click the report. For each report, you can select from the available app commands to perform additional tasks.

To access app commands, do one of the following:

  • With touch, swipe from the bottom edge or down from the top edge, and then tap the command that you want.

  • With a mouse, right-click in the application, and then click the command that you want.

The following table describes the commands that are available when you view a report.

Command

Description

Home

Return to the Business Analyzer home screen.

Add Reports by Role

Add the default reports for a specific role to your Business Analyzer home screen.

Select Reports

Add specific reports to your Business Analyzer home screen.

Info

View the following information:

  • The report name

  • The company

  • The date and time when the report was rendered

NoteNote
For Microsoft Dynamics AX reports, the company name is not displayed. For Microsoft Dynamics SL reports, the database name is displayed instead of the company name.

Copy

Copy the report image so that you can paste it into another application. For example, to email a report to a colleague, you can copy the report image and then paste the image into an email.

View

View the report in a web browser.

Edit

Open the Report Builder application, where you can modify the selected report.

NoteNote
This command is not available for Microsoft Dynamics AX reports.

Refresh

  • If you are displaying the home screen – This command refreshes the data in all reports.

  • If you are displaying a single report – This command refreshes only that report.

  • If you are selecting reports to display on your home screen – This command refreshes the metadata that Business Analyzer collects from your report server such as the names of the reports available for you to display on your home screen.

Lync

Open the Microsoft Lync application for Windows 8. To use this command, you must first install the Microsoft Lync application for Windows 8.

Date

Enter a date to view data in the report for.

NoteNote
This command is available only for reports that were designed to include a date parameter. This command is not available for Microsoft Dynamics AX reports.

Company

Select the companies to view data in the report for.

NoteNote
This command is not available for Microsoft Dynamics AX reports.

See also

Business Analyzer for Microsoft Dynamics

Configure Business Analyzer

Troubleshooting Business Analyzer