Build and Deploy Simple Report–Queries

In this post, I will explain about creating a simple AX SSRS Report using the queries from AX AOT. This is what you need to do:

• Login to AX and open the development workspace
• Go to AOT –> Queries, right click and select “New Query”
• Rename the query to “SKL_SampleCustomer”
• Go to Query’s data source node and right click and select “New Data Source”
• Rename the data source to “CustTable” and set property table to “CustTable”
• Now go to the “Fields” node of this query and set property: Dynamic to “Yes”
• The query looks as shown below

• Save the query
• Now open visual studio and create a new reporting project by name SKL_SampleReportProject
• On the reporting model, right click, select “Add” and then Report
• This will add new report to the project

• Name this report as “SKL_SampleSimpleReportQuery”
• In the report, Right click on the Dataset node and select “Add Dataset”

• Name the data set as customer
• On the properties window, ensure following properties are set by default

• In the query property, click the button
• This opens up the query selection box to select a Microsoft Dynamics AX Query
• From the list select “SKL_SampleCustomer” and click Next

• Here you can select required fields. Either you can select all fields or a subset
• Expand All Fields nodes under the CustTable node to select “AccountNum”
• Expand Node “All Display Methods” and select “name” and “openBalanceMST”
• Click “Ok”

• This will generate the required fields for the dataset

• Now Right click on the designs node, select Add and then “Auto Design”. This creates a new Auto Design and name it as Report

• Select a layout template say “ReportLayoutStyleTemplate”

• Now right click on newly created design select “Add” and “Table”

• Set following properties
  • Name – Cust
  • Dataset – Customer
  • Style Template – TableStyleAlternatingRowsTemplate
• You will also notice that the fields are included automatically from Dataset to the “Data” node of the table

• Click on Preview once to view the report

Note: It may not be possible to preview all reports from VS, especially when there are some internal parameters etc.

• Now right click on the report model and select option “Add SKL_SampleReportProject to AOT”

• Once the report is added, go to AX, find the report in AOT –> SSRS Reports –> Reports, right click and deploy using “Deploy Element” option
• Once the deployment is successful, create an output type menu item for the report
• Go to AOT –> Menu Items –> Output, Right click and select “New Menu Item”. Set following properties

• Now using menu item open and run report.

When you open the menu item, a dialog is automatically made and shown and you will notice that there is also a select button

This happens as we had kept the Dynamics Filter property on Dataset in report to “True”. Hence the Reporting framework adds a select button.

The displaying of dialog box can be handled as well. We will cover this topic when we learn about controller classes.

The report will look like this:

Note: The name has been intentionally removed from image

Hope this helps you in building your first simple report.