Types of reports

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

The following table describes the types of reports that you can create by using the reporting and analytical features of Microsoft Dynamics AX.

Category

Tool that is used to create the report

Format of the report

Type of user who typically creates this kind of report

For more information

Transactional reports

Transactional reports retrieve data from the transaction processing database for Microsoft Dynamics AX.

Visual Studio

Reporting Services report

Developer

Development Tasks for Reporting

Microsoft Dynamics AX list page

Excel worksheet

System administrator

Application user

Use a list page

Microsoft Dynamics AX auto-report wizard

Reporting Services report

System administrator

Application user

Create a report by using the Microsoft Dynamics AX auto-report wizard

Microsoft Dynamics AX add-in for Excel

Excel worksheet

System administrator

Application user

Using the Microsoft Dynamics AX Add-in for Excel

Management Reporter for Microsoft Dynamics ERP

Management Reporter report

System administrator

Application user

Microsoft Management Reporter: Installation, Migration, and Configuration Guides

Analytical reports

Analytical reports retrieve data from Microsoft SQL Server Analysis Services cubes.

Visual Studio

Reporting Services report

Developer

Walkthrough: Displaying Cube Data in a Report

SQL Server Business Intelligence Development Studio or SQL Server Data Tools

Key performance indicator (KPI)

Developer

Walkthrough: Defining KPIs for a Cube

Walkthrough: Displaying KPIs in a Role Center

SQL Server Report Builder

Reporting Services report

Developer

System administrator

Create a report by using SQL Server Report Builder to connect to a cube

Excel

Excel worksheet

System administrator

Application user

Create a report by using the Excel data connection wizard to connect to a cube

SQL Server Power View

Reporting Services report

System administrator

Application user

Create a report by using Power View to connect to a cube