(EEUR) Report (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click General ledger > Setup > Financial reports generator > Financial reports generator.
Use the Report form to set up the financial reports generator. The financial reports generator (FRG) allows you to generate reports using Microsoft Word and Microsoft Excel templates. The reports can include data for ledger transactions, budget transactions, and calculated tax registers.
Task that uses this form
(EEUR) Set up the financial reports generator
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
Enter a list of all of the reports that are set up. |
General |
Update the parameters for report generation. |
Type of transactions |
Enter the parameters for filtering transactions. |
Reversing entry |
Enter information for filtering transactions based on reversing. Notitie This tab is available only when you select Transactions in the Data field. |
Type of operation |
Enter information for filtering transactions by voucher type. Notitie This tab is available only when you select Transactions in the Data field. |
Operations/Tax |
Enter information for filtering transactions by accounting type. Notitie This tab is available only when you select Transactions in the Data field. |
Financial dimensions |
Enter the dimension name and the dimension range to filter transactions by financial dimensions. |
Buttons
Button |
Description |
---|---|
Open |
View the template and validate the template cell setup. |
Setup |
Open the Field setup form to create cells. |
Functions |
Open a menu that contains the following item:
|
Fields
Field |
Description |
---|---|
Report code |
Enter the report code. |
Description |
Enter a description for the report. |
Currency |
Select the currency from which the report is created, from the following options:
|
Period |
Select the default voucher calculation period. |
Data |
Select the default data source for the report, from the following options:
|
Budget model |
Select the default budget model number. Notitie This field is activated when you select Budget in the Data field. |
Output to |
Select the application to create the report, from the following options:
|
File name |
Select the report template file path. Notitie Any user with rights to access the financial reports generator can generate a report, and then save the template in a shared network folder. However, if the template is saved in the local folder of the user, the report can only be generated from the workstation of the user. |
Factor |
Enter the value that the report data is divided by. |
Fractional part |
Enter the number of decimal places that is entered into the report that is generated. |
Transaction usage |
Select the type of transaction to be taken into account when creating the report, from the following options:
|
Transaction type |
Select the transaction type. Notitie The transaction type determines from which module the transactions are used when generating the report. |
Posting layer |
Select the code for current, operating, or fiscal transactions, from the following options:
|
Reference |
Select the dimension name. |
From |
Select the starting code for the dimension range for which the transactions should be included in the report. |
To |
Select the ending code for the dimension range for which the transactions should be included in the report. |
See also
(EEUR) Financial report generator parameters copying (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).