How to: Create an Auto Design for a Report

How to: Create an Auto Design for a Report [AX 2012]

Updated: June 13, 2011

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

An auto design is a report design that has a layout that is automatically generated based on the data for the report. You can use auto designs for most common reports. The following procedure explains how to create an auto design.

To create an auto design for a report

  1. In Model Editor, expand the node for the report that you want to work with. If the report does not already exist in the model, you will need to add a report. For more information, see How to: Add or Delete a Report.

  2. Add datasets to the report as necessary. A report must have at least one dataset. For more information, see How to: Define a Report Dataset.

  3. To create an auto design, do one of the following.

    • Drag the dataset that contains the data that you want to display in the report onto the Designs node.

    - or -

    1. Right-click the Designs node for the report, point to Add, and then click Auto Design.

    2. Right-click the node for the design, point to Add, and then click the data region type that you want to add. For information about the types of data regions that can be displayed in a report, see Report Data Region Overview.

    3. Select the node for the data region.

    4. In the Properties window, specify a dataset for the DataSet property.

    5. Use the following description of auto design properties to provide additional detail for the auto design of the report:

      Property

      Description

      Disable Individual Transformations

      Specifies which transformations to enable by setting the property value to True or False.

      Disable Runtime Transformation

      Specifies whether to enable transformations at runtime by setting the property value to True or False.

      InteractiveSize

      Specifies the interactive height and width of the report. Interactive size is used by the HTML rendering extension to establish the occurrence of page breaks based on a physical measurement.

      LayoutTemplate

      Specifies the general and style settings for a report.

      Margins

      Specifies the report margins.

      When you set these properties to Auto, the default values stored in the UserInfo system table are used.

      Name

      Specifies the name of the auto design.

      Page Size

      Specifies the report page size.

      Render Parameters

      Set to True to debug report parameters; otherwise False.

      Size To Fit Strategy

      Specifies properties to control the fit of the report on a page regarding indentation and the flow layout.

      Title

      Specifies the title of the report design.

  4. Apply report layout and style templates to the auto design report. For more information, see How to: Apply a Layout or Style Template.

  5. To preview the layout of the report, right-click the node for the design, and then click Preview.

    The Preview window has two tabs: a Parameters tab and a Report tab. The Parameters tab lists the parameters that have been defined for the report. If the Dynamics Filters property on the dataset is set to True, you can filter on any fields in the underlying tables that the query is based on. For more information about parameters, see How to: Define a Report Parameter. The Report tab displays the report. Any errors that are encountered are displayed in the Error List window.

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