History by customer transaction report (CustLedgerTrans) [AX 2012]

Updated: September 8, 2011

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

Use this report to document the connection between the customer accounts and the ledger accounts or main accounts.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see 筛选报表上的数据.



Main accounts only

Select this check box to display information for main accounts instead of ledger accounts.

Clear this check box to display information for ledger accounts instead of main accounts.

Totals per account only

Select this check box to display only a total for each ledger account or main account. The report then displays the total of all customer transactions for the selected customer accounts in the selected period.

Clear this check box to include the date, voucher number, and invoice number for each transaction on the report.

Billing classification

Select one or more billing classifications to include on the report.

This control is available only if the Public Sector configuration key is selected.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.



Name of report in the AOT


Location of report in the AOT

SSRS Reports\Reports\CustLedgerTrans

Menu item of the report


Navigation to the report

Click Accounts receivable > Reports > Transactions > Customer > History by transaction.

The data on this report comes from the following sources:

  • CustLedgerTransTmp table


To determine where the data in the temp tables comes from, view the cross-references for the CustLedgerTransDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).

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