Customer auditor report (CustAuditor)
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, Microsoft Dynamics AX 2012
Use this report to view the total amounts posted for each posting profile, sorted by customer account.
This is useful, for example, to trace customer transactions that are posted to the general ledger. Transactions are grouped by the posting profiles that are set up to process invoices, payments, and other types of transactions.
How to filter the data on this report
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 Filter the data on a report.
Field |
Description |
|---|---|
Print details |
Select this check box to print details for each transaction, and also the opening balance and closing balance for the selected date interval. Transaction details include the customer account, name, posting profile, and main account. |
Date interval |
Select this option to enable the From date and To date fields. |
From date |
If Date interval is selected, enter the starting date for the range of transaction dates to include on the report. |
To date |
If Date interval is selected, enter the ending date for the range of transaction dates to include on the report. |
Date interval code |
Select this option to enable the Date interval code field. |
Date interval code |
Select the date interval code that defines the range of transaction dates to include on the report. Date interval codes are specified in the Date intervals form. (Click General ledger > Setup > Periods > Date intervals.) |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this 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.
Detail |
Description |
|---|---|
Name of report in the AOT |
CustAuditor |
Location of report in the AOT |
\SSRS Reports\Reports\CustAuditor |
Menu item of the report |
CustReport_Auditor |
Navigation to the report |
Click Accounts receivable > Reports > Transactions > Customer > Customer auditor. |
Where the data in this report comes from
The data on this report comes from the following sources:
- CustAuditorTmp table
Note
To determine where the data in the temp tables comes from, view the cross-references for the CustAuditorDP.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.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).