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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
    ndeoski@rightgroup.net