Transactions report (CustTransList)
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 customer transactions that have been invoiced. This information includes the debits, credits, and amounts for each invoice.
To improve performance when you print this report for many records at the same time, use one or both of the following options:
Use batch processing. By moving the processing to a server, report performance can improve.
Apply range restrictions to limit the number of records on each report.
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 |
|---|---|
Only open |
Select this check box to include only open transactions on the report, and to exclude transactions that are settled. |
Include reversed |
Select this check box to include reversed transactions on the report. |
Exchange rates |
To include information about foreign currency revaluations on the report, select Adjustment date. Otherwise, select Invoice date. |
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 |
CustTransList |
Location of report in the AOT |
SSRS Reports\Reports\CustTransList |
Menu item of the report |
CustTransList |
Navigation to the report |
Click Accounts receivable > Reports > Transactions > Customer > Transactions. |
Where the data in this report comes from
The data on this report comes from the following sources:
- CustTransListTmp table
Note
To find out where the data in the temp tables comes from, view the cross-references for the CustTransListDP.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).