Query Report in AX

Steps for Creating Simple Query Report

1. Get required mapping from FDD(Functional Design Document) and list of required tables & fields.

2. Create Query with the Necessary fields.

3. Open Visual Studio

•  Select new project
•  Select Dynamics Ax template
•  Choose Report Model

Give name to to visual studio project with name appended with 'Report'.
Ex : SimpleQueryReport.

4. Now go to Solution explorer 

•  Right click on project 
•  Add new Report

The purpose of each report items is described below:

Ø  Datasets: The report dataset retrieves data from the AOT query. All fields which are available in AOT query are shown in the report dataset which can be referred in the report design later on.

Ø  Designs: The design or layout of the report on which the data would be displayed after retrieving from AX.

Ø  Images: Any embedded images that you want to display on SSRS report.

Ø  Data Methods: Business logic written in C#. Data methods are no more recommended.

Ø  Parameters: Report parameters which are to be displayed on SSRS report and user can filter the report based on those parameters.

5. Now go to Dataset  

•  Add new Dataset (Name it as Dataset1).

6. Go to Dataset1 properties

•  Select the Datasourse type as query
• Now select Query

7. Expand the fields and check the required fields

8. Go to Design and add design as per the requirement.

9. Go to the properties of Autodesign and set.

• Select layoutTemplate as ReportLayoutStyleTemplate.

10. Now Drag and drop Dateset1 into the Atodesign1 and select properties

• Give name as Dataset1Table
• Select StyleTemplate as TableStyleAlternatingRowsTemplate

11. Now Goto Buid and buid the project

• After build Deploy the project

12. After deploying Add the report to the AOT.

13. Once we deploy Report Goto AOT --> Visual Studio --> Dyamics Ax Model project and Refresh it.

14. Now go to AOT in Ax and Refresh SSRSReport.

• Select the report you created.

14. In AOT go to MenuItems

• Right click on Output Add new Menuitem ( as SimpleQueryReport).
• Goto Properties and Give Name, label, HelpText.
• Give ObjectType as SSRSReport.
• Select Object as we created in SSRSReport.

15. Select Report Design and Save it.

16. Click on the SimpleQueryReport in menu item and run it to get the desired Report.