View inquiries and reports overview

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

The topics in this section provide information about inquiries and reports.

View store transactions

View retail sales

View Retail POS shifts

View posted statements

View credit memos

View or unlock gift cards

View loyalty cards

View retail reports

The standard reports that are included with Microsoft Dynamics AX can be used in Retail. However, Retail also provides additional inquiry capabilities and reporting options.

Both inquiries and reports provide filtering and sorting. Therefore, you can quickly view the information that you want. Additionally, you can perform custom filtering by date. You can also generate transaction-level and statistics-level reports based on the time, so that you can analyze the sales flow throughout the day. Additionally, you can display a graphical representation of sales by item and store.

Retail provides reports that are built on statistic tables, item value entries, and transactions from the registers. These reports can help you determine which items or variants are selling best, and which stores, registers, and staff are performing best.

All the standard sales reports that are included with Microsoft Dynamics AX can be used to analyze sales information. However, the standard Microsoft Dynamics AX reports do not include products that are included in statements that have not been posted.

Forms for the Inquiries and reports business process component

The following table lists the forms that support the Inquiries and reports business process component. The table entries are organized first by task, and then alphabetically by the name of the form that is used.

Note

To open some of the forms in the following table, you must enter information or parameter settings.

Business process component task	Form name	Usage
View transactions.	Retail store transactions Online store transactions	View various kinds of retail transactions.
View retail sales.	Retail sales	View retail sales by date and category.
View retail shifts.	Shifts	View information about the shifts from individual stores, including Z reports.
View open statements	Open statements list page	View all open statements.
View posted statements.	Statement journal	View statements that have been posted.
View credit memos.	Credit memo table	View the retail credit memos that have been issued.
View gift cards.	Gift cards	View information about all the retail gift cards that have been issued.
View loyalty cards.	Loyalty cards	View information about all the retail loyalty cards that have been issued.
View Commerce Data Exchange: Synch Service messages.	Commerce Data Exchange: Synch Service messages	View messages that have been sent from Synch Service.
Print labels	Product label report setup	Set up the product label report for printing product labels.
	Shelf label report setup	Set up the shelf label report for printing shelf labels.
View retail reports.	Gross margin return on inventory investment (GMROII) by category	Measure inventory productivity by reviewing the gross margin return on inventory investments (GMROII) of product inventory by product category.
	Gross margin return on inventory investment (GMROII) by products	View the gross margin return on inventory investment (GMROII) of product inventory by product.
	Performance by terminal	View the retail terminals that are performing the best within an operating unit.
	Retail store metrics	View key information about retail stores, so that you can compare performance by store, employee, and product.
	Sales comparison year over year by operating unit	View and compare the sales trends for one or more retail channels in an operating unit.
	Sales performance by products	View and compare sales performance by product during periods that you specify.
	Sales performance by retail product category	View and compare sales performance by retail product category during periods that you specify.
	Sales performance by sales category	View and compare sales performance by sales category during periods that you specify.
	Top 10 OU performers in current year	View the top ten performing stores, based on sales and gross margin.
	Trend by operating unit	View and compare the sales trends for selected retail channels for a selected period of time.