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Tridea Partners - A Columbus Company

Creating Auto-Reports in Dynamics AX


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    Auto-reports are reports configured ahead of time that you can generate in Microsoft Dynamics AX 2012. You can create and save a custom auto-report that can be reused later when needed.

    For example, I want to print all the transactions that posted for main account 100000.

    Path to the form: General Ledger > Common > Main account > select the main account and click “Posted”.

    Create an Auto-Report
    Path: from a Microsoft Dynamics form, click File > Print > Print

    • Click Modify > New

    • The Auto-Report wizard is open

    • Click "Next"
    • Enter a name for the report

    • Click "Next"
    • Select the fields you want to display
    • And unselect the fields you do not need
    • You can order the column (within the section) with the buttons Up and Down

    • Click "Next"
    • If required, select the fields to be calculated

    • Click "Next"
    • Select the layout
    • And click "Finish"
    • The report is created
    • Click "OK"
    • Report is generated

    Re-use an auto-report

    • Path: from a Microsoft Dynamics form, click File > Print > Print
    • Select the report created previously
    • Click "Select" if you want to update: add selection criteria
    • Click "OK"

    Update an auto-report

    • Path: from a Microsoft Dynamics form, click File > Print > Print
    • Select the report created previously
    • Click Modify > Edit
    • The auto-report wizard is open, you can update the setup

    This article was written by Thomas Nguyen, Dynamics AX Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

    2 Responses to “Creating Auto-Reports in Dynamics AX”

    1. Nour says:

      Hi ,
      I need to know whether this function exists in Dynamics AX 365 or not & if it does , how ?

      thanks in advance.

      Best regargds
      Noureldeen Desoki | Senior Consultant
      +201092714583
      [email protected]

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