MorphX Reporting Tools Overview (MorphX Reporting Tools)

You can create reports in Microsoft Dynamics AX by using MorphX reporting tools. The two approaches discussed in this section are:

  • Creating reports under the Reports node in the AOT

  • Creating ad hoc reports by using Report Builder

Some of tasks involved in creating these reports are developer tasks, and some are administrator or end user tasks.

You can create a new report under the Reports node of the AOT. The following tasks are developer tasks.

Create a report

To create a new report, right-click the Reports node in the AOT and then click New Report. For more information, see Walkthrough: Creating Reports in the AOT (MorphX Reporting Tools).

Create a query

After you create a report, you can specify the information that the report contains by creating a query. A Data Source node is nested under the report node, and the Query node is nested below that Data Source node. For more information, see Create Queries Using the AOT, Create Queries Using X++, and Walkthrough: Creating Reports in the AOT (MorphX Reporting Tools).

Create a report design

After you create the query for the report, you can specify the layout of the data in the report by generating a report design. For more information, see Report Designs (MorphX Reporting Tools), How to: Specify a Report Design by Using X++ (MorphX Reporting Tools), and Walkthrough: Creating Reports in the AOT (MorphX Reporting Tools).

Ad hoc reports are reports that an end user can create, but there are developer and administrator tasks that must be completed first.

Create a perspective

The developer creates perspectives. A perspective is a collection of tables that is used to create a report model. For more information, see How to: Create a Perspective for a Report Model (MorphX Reporting Tools).

Generate a report model

The administrator generates report models. A report model is a view of business data. The view is isolated from other MSDAX data so that it is relevant to specific users. Users can use a report model to create an ad hoc report. For more information, see How to: Generate a Model for an Ad Hoc Report (MorphX Reporting Tools).

Build the report

An end user creates the ad hoc report using Report Builder. For more information, see Walkthrough: Creating Reports by Using Report Builder (MorphX Reporting Tools).

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