RSS

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

image

Click Modify > New

image

The Auto-report wizard is open

image

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

image

  • 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

image

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

image

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

image

  • The report is created
  • Click “Select”

image

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

image

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

image

  • Click “OK”

image

  • Report is generated

image

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.

image

 
Leave a comment

Posted by on May 21, 2015 in AX 2012

 

Tags:

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

 
axhowto

Blog about ax with sample codes, tips and tricks.

GM Dynamics Blogs

Transform IT with Digital Trasformation and Social Innovation

Ms. Dynamic Millennial

Unboxing Microsoft Dynamics 365 for Finance and Operations

DynaD365Power

Exploring the new vision of the Power platform

Dynamics Vision 365

The FinOps pulse

Breaking Bong

I write when no one is watching

ErpCoder

Microsoft Dynamics 365 Business Management Solution Enthusiast

Dynamics 365 Finance

Dynamics 365 Finance & Much More.

Microsoft Dynamics AX

“ANYONE WHO STOPS LEARNING IS OLD, WHETHER AT TWENTY OR EIGHTY.” —HENRY FORD

Sumit Potbhare

Dynamics 365 for Commerce

iotsolution.se

This is your site about D365 (Finance and Supply Chain Management), IoT (Internet of Things) and HoloLens

Omni 365

Dynamics 365 Finance and Operations Blog

DIY D365

Power Platform Done Your Way

Azure Integration services for Dynamics 365

Azure Integration services for Dynamics 365 Unified Operations, Logic Apps, Azure Functions, REST

%d bloggers like this: