(RUS) Report (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click General ledger > Setup > Financial reports generator > Financial reports generator.
Use the Report form to set up the financial reports generator. The financial reports generator (FRG) lets you generate reports by using Microsoft Word and Microsoft Excel templates. The reports can include data for ledger transactions, budget transactions, and calculated tax registers.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
Enter a list of all of the reports that are set up. |
General |
Update the parameters for report generation. |
Type of transactions |
Enter the parameters for filtering transactions. |
Reversing entry |
Filter the transactions based on the reversing entry. Note This tab is available when you select Transactions in the Data field. |
Type of operation |
Filter the transactions by transaction type. Note This tab is available when you select Transactions in the Data field. |
Operations/Tax |
Filter the transactions by accounting type. Note This tab is available when you select Transactions in the Data field. |
Financial dimensions |
Enter the dimension name and the dimension range to filter transactions by financial dimensions. |
Buttons
Button |
Description |
---|---|
Open |
Open the template file. |
Setup |
Open the Field setup form, where you can set up cell operations and create report cells. |
Functions |
Open a menu that contains the following items:
|
Fields
Field |
Description |
---|---|
Report code |
Enter the report code. |
Description |
Enter a description for the report. |
Template |
Select the document template. |
Currency |
Select the currency from which the report is created, from the following options:
|
Period |
Select the period for calculation. |
Data |
Select the default data source for the report, from the following options:
|
Budget model |
Select the budget model number. Note This field is available when you select Budget in the Data field. |
Output to |
Select the application to use to create the report, from the following options:
|
File name |
Select the report template file path. Note Any user with rights to access the financial reports generator can generate a report and then save the template in a shared network folder. However, if the template is saved in the local folder of the user, the report can only be generated from the workstation of the user. |
Factor |
Enter the value that the report data is divided by. |
Fractional part |
Enter the number of decimal places that are entered on the report that is generated. |
Transaction usage |
Select the type of transaction that is taken into account when the report is created, from the following options:
|
Transaction type |
Select the transaction type. Note The transaction type determines from which module the transactions are used when the report is generated. |
Posting layer |
Select the code for current, operating, or fiscal transactions, from the following options:
|
Reference |
Select the dimension name. |
From |
Select the starting code for the dimension range for which the transactions should be included on the report. |
To |
Select the ending code for the dimension range for which the transactions should be included on the report. |
See also
(RUS) Financial report generator parameters copying (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).