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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Dynamics Ax 2012: How to Edit the Existing Report.

November 10, 2013 by alirazazaidi

In Ax Dynamics usually work is pop out regarding customization of what is existing In Dynamics Ax. Usually is one of them is Report customization. If you are new in Dynamics Ax, Report locate and open mode will create more headache then modifying it. Let’s explore what steps require to open report in Edit Mode.

First step is determining the Name of report. You can identify it by menu item from it is running.

For example we want to edit the following report as per MSDN link

 

Menus > InventoryAndWarehouseManagement > Reports >BaseData > Quantity setup

 

menu

 

 

Now Go to AOT and expend InventoryAndWareHouseManagement and  right click to view the properties of Quantity Setup.

Menu click Menu Detail

 

From Property you can identify the Name of MenuItem and its type. The menu item for Quantity setup is InventTableQuantity.

 

Now expand from AOT and Expend Menu Items and then Output Node. Because there are too many menu Items in AOT Node so you have to type when you reach on InventTableQuantity right click on it and explore the properties. You can find the Object property described the report Name of Quatity Setup is InventTableQuantity.

 

MenuItem Detail

 

 

Now third step is go to locate the Visual Studio Projects and then Edit it.

For this purpose in the AOT, expand the node for Visual Studio Projects and then expand the node for Dynamics Ax Model Project. The project name will be similar to report Name, There are too much visual studio project so type InventTablQuantyReport. Right click on it and select edit.

Menu click

Report project will be open to Visual studio, where you can modify.

 

Report Menu

Filed Under: Dynamics AX 2012, Dynamics Ax 2012 Reporting SSRS Reports. Tagged With: Dynamics Ax 2012, Dynamics Ax 2012 Reporting SSRS Reports.

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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