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Create an auto-report in AX 2012

21 May

Auto-reports are preconfigured reports that you can generate in Microsoft Dynamics AX 2012. You can create and save a custom auto-report that can be reused later.

For example, I want to print all the closed transactions with the settlement reference for the main account 471000.

Access to the form: General Ledger > Common > Main account > select the main account and click “Posted”

Create an Auto-report

Access: from a Microsoft Dynamics form, click File > Print > Print

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Click Modify > New

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The Auto-report wizard is open

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  • Click “Next”
  • Enter a name for the report

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  • Click “Next”
  • Select the fields you want to display
  • And unselect the field you do not need
  • You can order the column (within the section) with the buttons Up and Down

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  • Click “Next”
  • If required, select the fields to be calculated

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  • Click “Next”
  • Select the layout
  • And click “Finish”

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  • The report is created
  • Click “Select”

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  • Add select criteria for your report
  • In my example, I need to select the main account and the settlement number.

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  • Go to the Sorting tab to order the lines in the report
  • And click “OK”

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  • Click “OK”

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  • Report is generated

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Re-use an auto-report

Access: from a Microsoft Dynamics form, click File > Print > Print

  • Select the report created previously
  • Click “Select” if you want to update:add selection criteria
  • Click “OK”

image

Update an auto-report

Access: from a Microsoft Dynamics form, click File > Print > Print

  • Select the report created previously
  • Click Modify > Edit
  • The Auto-report wizard is open, you can update the setup.

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Posted by on May 21, 2015 in AX 2012

 

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