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Tag: report

Getting a pending invoice totals

27 November, 2015 (14:37) | Dynamics AX | By: Howard Webb

I needed to create a report which gathered the totals for a pending purchase invoice. Investigating the totals form You can see that it uses the class PurchTotals to calculate the total values. However this uses a PurchParmUpdate record, and at this point a permanent record in the table is not created yet. To get […]

Adding fields to PurchPurchaseOrder (Purchase order confirmation)

25 March, 2015 (14:25) | Dynamics AX, SSRS | By: Howard Webb

Hi, Sometimes we need to add fields to a report that uses transactional data. Normally these have their own transactional tables such as CustInvoiceJour, however this report is different. If you check the method \Classes\PurchPurchaseOrderDP\createData you can see that the DP class uses PurchLineAllVersions and PurchTableAllVersions to get its data for the report. We will […]

Running a SSRS report via code

10 March, 2015 (11:22) | Dynamics AX, SSRS | By: Howard Webb

Sometimes we would like to run an SSRS report via code to produce a report without user interaction or to call it during a process. To do this we could call the menu item that launches the report, but more often than not we would like to prepopulate it or call it without user interaction. […]

Getting the report name for a AX2009 report

8 September, 2014 (15:02) | Dynamics AX | By: Howard Webb

  I was on site with a 2009 customer the other day who were starting to develop their own reports. Being quite a few years since I have done it I had forgotten this trick to get the report name that is being run. If you modify the method \Classes\SysReportRun\run and include this line:   […]

Reprinting invoices using printJournal

29 August, 2014 (14:12) | Dynamics AX, SSRS | By: Howard Webb

If you need to reprint a sales invoice there is a method on the CustInvoiceJour table called printJournal. Calling this method will print using the original print management destination but you can override the destination by passing in an instance of SalesInvoiceJournalPrint. Below is an example of calling it and forcing the print destination to […]

Drill through on SSRS reports.

28 February, 2014 (15:48) | Dynamics AX, SSRS | By: Howard Webb

Drill through links in SSRS are controlled by C# code which produces a URL that can be processed to call AX which can open a form with the appropriate record. There is a common class (DrillThroughCommonHelper) that will need to be either referenced or modified if you would like to use a lookup in Your […]

Navigation links within a SSRS report

27 February, 2014 (16:38) | Dynamics AX, SSRS | By: Howard Webb

If you are developing a larger auto-design report which groups data together it might be worth adding document navigation to the query to allow the end user to jump between sections of the report:     To do this you will need to set up grouping on your table to allow the jumping. The label […]

Adding a chart to an SSRS report

30 September, 2013 (09:26) | Uncategorized | By: Howard Webb

I have added a graph to the top 100 customers report in AX2012 and it already has the percentage field on the report. I had thought that it would be just a case of referencing that field and then creating a chart. While this might be possible in the end I modified the DP class […]