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Deploy reports for the new Reporting Services instance [AX 2012]

Updated: February 24, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Microsoft Dynamics AX includes many default reports that you must deploy. You can deploy these reports by using Windows PowerShell. The following procedures can help you deploy the reports.

Before you can deploy the reports by using Windows PowerShell, you must complete the following tasks:

  • Verify that Windows PowerShell 2.0 is installed on the computer that you are using.

  • Verify that your Windows domain account is a member of the Administrators group on the server that is running Microsoft SQL Server Reporting Services.

    NoteNote

    If your Windows domain account is assigned to a group that is a member of the Administrators group, it may take some time to validate that you are a member of the Administrators group. If you experience a delay when you deploy reports, consider adding your Windows domain account directly to the Administrators group.

  • If Reporting Services is running in native mode, verify that you are assigned to the System Administrator role on the Report Manager website.

  • If Reporting Services is running in SharePoint integrated mode, verify that you have been granted Contribute permission to the document library where you plan to deploy the reports.

    NoteNote

    SharePoint integrated mode is supported if you are using Microsoft Dynamics AX 2012 R2 or later.

Complete the following procedure to open Windows PowerShell and view a list of the reports that are included with Microsoft Dynamics AX.

  1. Open Windows PowerShell as an administrator by following these steps.

    1. Click Start > Administrative Tools.

    2. Right-click the Microsoft Dynamics AX 2012 Management Shell option.

    3. Click Run as administrator.

  2. Retrieve a list of the reports that are included with Microsoft Dynamics AX, and store the list in a local variable by entering the following command:

    $reports = Get-AXReport -ReportName *
    

    For more information about the Get-AXReport command, see Get-AXReport.

  3. View the list of reports by entering the following command:

In the previous procedure, you displayed a list of all the reports that are included with Microsoft Dynamics AX. To modify and filter the list, you can use the following commands.

  • To modify the list so that only the Name and ChangedDate fields are displayed, enter the following command:

    $reports | Select-Object Name,ChangedDate
    
  • To filter the list so that only specific reports are listed, enter keywords or report names. For example, to filter the list so that only reports that contain the word CustTrans are listed, enter the following command:

    $reports | Select-Object Name,ChangedDate | Where { $_.Name -like "CustTrans*" }
    

After you have retrieved a list of reports, you can deploy the reports. The Publish-AXReport command is used to deploy the reports. The following examples show how to use this command. For more information, see Publish-AXReport.

NoteNote

In the following examples, SSRSConfigID refers to a configuration ID that was defined in Microsoft Dynamics AX. To view these configuration IDs, open Microsoft Dynamics AX and then open the Report servers form. (Click System administration > Setup > Business intelligence > Reporting Services > Report servers.) To deploy reports to the new Reporting Services instance, enter the configuration ID that is associated with that instance.

  • To deploy a specific report, enter the name of the report. For example, to deploy the CustTransList report, enter the following command:

    Publish-AXReport –Id SSRSConfigID -ReportName CustTransList
    
  • To deploy two or more specific reports, enter the names of the reports. For example, to deploy the CustTransList and CustTransOpenPerDate reports, enter the following command:

    Publish-AXReport –Id SSRSConfigID -ReportName CustTransList, CustTransOpenPerDate
    
  • To deploy all reports, enter the following command:

    Publish-AXReport –Id SSRSConfigID –ReportName *
    

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

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