Walkthrough: Integrating New Reports into Microsoft Dynamics AX

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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 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In this walkthrough, you will create a report, and then integrate the report into Microsoft Dynamics AX. After the report is in Microsoft Dynamics AX, you will create an output menu item for the report and display the report on a menu within the application.

This walkthrough illustrates the following tasks:

  • Creating a report

  • Displaying a report on a menu in Microsoft Dynamics AX

  • Deploying a report project to a report server

  • Verifying the results

Prerequisites

To complete this walkthrough, you will need:

  • Microsoft Dynamics AX with sample data

    Note

    This walkthrough uses the InventTable table. In order to view data in the report, this table must be populated with data.

  • Microsoft Visual Studio 2010

  • Microsoft Visual Studio tools for Microsoft Dynamics AX

  • Your own label file

Note

If you do not have a label file, use the label file wizard in Microsoft Dynamics AX to create a label file. For more information, see How to: Create a Label File.

Creating a Report

You will start by creating a reporting project that contains a report that will be integrated into Microsoft Dynamics AX.

To create the report

  • Complete the steps in Walkthrough: Creating an Auto Design Report.

  • In the AOT, expand Visual Studio Projects > Dynamics AX Model Projects. Notice that the report project called SampleItemReport has been added in the layer that you are currently working in.

    Note

    If you do not see the report project, restart the Microsoft Dynamics AX client to update the metadata cache.

Displaying a Report on a Menu in Microsoft Dynamics AX

Now that the project is available in Microsoft Dynamics AX, you are ready to use the report in the application. An output menu item is used for an application object whose primary function is to display a result, such as a report. The following procedures explain how to create an output menu item for the report, and then add the output menu item to a menu in the Inventory and warehouse management module.

To create a menu item for the report

  1. In the AOT, expand the Menu Items node.

  2. Right-click the Output node, and then click New Menu Item.

  3. Select the node for the menu item.

  4. In the Properties window, specify the following values.

    Property

    Value

    Name

    ItemList

    Label

    Click the ellipsis button (…) to display the label editor. In the label editor, click the Setup tab, and then select your label file from the Label file ID field. Click the Label tab. Press CTRL+N to create a new label. Type Item list for the label text. Press CTRL+S to save the label. Mark the check box for the new label and click Paste label.

    ObjectType

    SSRS Report

    Object

    ItemReport

    Report Design

    AutoDesign1

  5. In the AOT, click Save All to save the changes.

To display the report on a menu in the Inventory and warehouse management module

  1. In the AOT, expand the Menus node.

  2. Expand the InventoryAndWarehouseManagement node, expand the Reports node, right-click the Base data node, point to New, and then click Menu item.

  3. Select the node for the menu item.

  4. In the Properties window, specify the following values.

    Property

    Value

    MenuItemType

    Output

    MenuItemName

    ItemList

  5. Drag-and-drop the ItemList menu item so that it is the first item listed in the Base data folder.

  6. In the AOT, click Save All to save the changes.

Deploying a Report Project to a Report Server

In order to view the report in the application, the report must be deployed to a report server. You can deploy reports to a report server from within Microsoft Dynamics AX. The following procedure explains how to deploy the report project to a report server from within Microsoft Dynamics AX.

To deploy a report project to the report server

  1. In the AOT, expand the SSRS Reports node. A report named ItemReport displays below the SSRS Reports node.

  2. Right-click the ItemReport node, and then click Deploy Element.

Verifying the Results

Next, you will verify that the report displays along with the other reports in the Inventory and warehouse management module.

To verify the results

  1. Open the Navigation Pane if it is not already open. Click Microsoft Dynamics AX > View > Navigation Pane.

  2. Select the Inventory and warehouse management module.

  3. In the Navigation Pane, expand the Reports node, expand the Base data node, and then click the Item list node. The report displays.

    Note

    If you do not see the report display as a menu item in the Inventory and warehouse management module, restart the Microsoft Dynamics AX client to update the metadata cache.

See also

Report Integration and Customization Overview

How to: Add Reports to Microsoft Dynamics AX

How to: Deploy Reports to a Report Server

How to: Create a Menu Item for a Report