Walkthrough: Creating Reports by Using Report Builder (MorphX Reporting Tools)
An ad hoc report is a report that an end user can create. The user selects the data to display on the report and designs the layout of the report. However, a developer does play a role in the setup of ad hoc reports. A transactional ad hoc report is a report that is created by using Report Builder, which is a component of Microsoft SQL Server Reporting Services. A transactional ad hoc report is based on transactional data that is entered in Microsoft Dynamics AX. This walkthrough demonstrates how to create a report by using report builder.
The developer tasks in this walkthrough include:
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Creating a Perspective
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Generating a Model
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An end user creates the ad hoc report; however, a developer creates perspectives, and an administrator generates report models. |
A perspective is a collection of tables that you use to create a report model. For more information, see How to: Create a Perspective for a Report Model (MorphX Reporting Tools).
To create a perspective for the report model
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In the AOT, expand the Data Dictionary node, right-click Perspectives, and then click New Perspective.
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Right-click the new perspective and then click Properties.
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On the Properties sheet, set the Name property to CustomerPerspective and set the Usage property to AdHocReporting.
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Expand the CustomerPerspective node, right-click Tables, and then click New Table.
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On the Properties sheet of the table, set the Table property to CustTable.
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In the AOT, expand the Data Dictionary node, right-click Tables, and then click New Table.
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On the Properties sheet of the table, set the Table property to SalesTable.
A report model is a view of business data. The view is isolated from other Microsoft Dynamics AX 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).
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Generating a report model is an administrator task. |
To generate a report model for the ad hoc report
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From the Microsoft Dynamics AX menu, point to Tools, point to Business Intelligence (BI) tools, and then click Report model generation options.
Note Before you generate a report model, you must configure the reporting server. Click the Servers button to configure the reporting server. Specify values and then click Create.
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Click the General tab.
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Select Publish to reporting server.
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Click the Content tab.
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From the Default exchange rate company list, select a company to act as the default exchange rate company. All foreign currencies are converted to the currency that is used for this company.
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Click Update a report model.
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Select Only one language.
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Select en-us and then click OK. The system generates a report model for each perspective that has the Usage property set to AdHocReporting or Both.
To select fields to display in the report
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From the Microsoft Dynamics AX menu, point to Tools, point to Business Intelligence (BI) tools, and then click Report Builder.
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In the Report Builder options window, from the Report data list, select CustomerPerspective, and then click OK.
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Click the title box and type Sales Orders.
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Select Customers from the Entities list. Drag Customer group, Customer account, and Name into the report design where it says Drag and drop column fields.
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Select Sales orders (as detail) from the Entities list. Drag Sales order and Status into the report design after the fields that you already added to the report design.
To specify filter, sorting, and grouping options
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From the toolbar, click Filter.
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From the Fields list, double-click Status.
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In the filter clause, click equals, and then click In a List.
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Click (no values selected), and then select Delivered and Invoiced.
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Click OK.
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From the toolbar, click Sort and Group.
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Select Customer group. In the Sort by list, select Customer group, and then select Descending.
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Click OK.
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Click the Run Report icon in the toolbar to view the report data.
You can save the report to the report server or save it to a file that you can open later.
To save the report to the report server
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From the File menu, click Save As.
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Type the name of the report in the Name box and then click Save.
Note By default, the location of the report folder located on the report server is provided. For example, http://localhost/reportserver/Dynamics.
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From the Microsoft Dynamics AX menu, point to Tools, point to Business Intelligence (BI) tools, and then click Report manager.
Note Click the report to run it from the report manager.
To save the report to a file
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From the File menu, click Save to File.
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Select the location to which to save the report, type the name of the report in the Name box, and then click Save.