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Create a POS report

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Applies To: Microsoft Dynamics AX 2012 R3

You can create a report in Microsoft Dynamics AX and run the report from a POS client. In Microsoft Dynamics AX, you define a report definition that specifies the report data source and other information about the report. Then you use Commerce Data Exchange: Async Server to push the report definition to POS clients, where you can run the report.

Create a report definition

  1. Click Retail > Setup > Channel reports configuration.

  2. Click New.

  3. Specify a report ID and description, and choose the permission group to determine who can run the report. For example,

    Field

    Value

    Report ID

    999

    Description

    Sales by employee

    Permission groups

    Select Cashier and Manager

  4. In Report definition xml, enter a report definition. The following report definition is from the Sales by staff report:

    <?xml version="1.0" encoding="utf-8"?>
<RetailReport xmlns="http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition">
  <Title>SALESBYSTAFF</Title>
<DataSet>
  <DataSourceType>OLTP</DataSourceType>
  <Query><![CDATA[exec [crt].GETSALESBYSTAFFREPORT @bi_ChannelId, @dt_StartDate, @dt_EndDate]]></Query>
</DataSet>
  <ReportParameters>
    <ReportParameter Name="dt_StartDate" DataType="DateTime" Label="STARTDATE" DefaultValue="2013/1/1"/>
    <ReportParameter Name="dt_EndDate" DataType="DateTime" Label="ENDDATE" />
  </ReportParameters>
  <ReportCharts>
    <ReportXYChart Categories="STAFFNAME">
      <Series>SALESAMOUNT</Series>
    </ReportXYChart>
    <ReportXYChart Categories="STAFFNAME">
      <Series>NOOFTRANSACTIONS</Series>
    </ReportXYChart>
    <ReportXYChart Categories="STAFFNAME">
      <Series>AVGSALESAMOUNT</Series>
    </ReportXYChart>
  </ReportCharts>
</RetailReport>

  5. If you need to localize the strings in your report, click Localize report content. Click New to add localized strings.

  6. Click Close.

Deploy the report definition to your POS device

After you create or update the report definition, deploy it to your POS devices.

  1. Click Retail > Periodic > Data distribution > Distribution schedule.

  2. Select job 1110, and then click Run now.

  3. Click Yes to run the job.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).