SSRS Reports In Microsoft Dynamics AX 2012 Part 1

There are two types of SSRS Reports in Microsoft Dynamics AX 2012.These are:

1.Query Based.

2.RDP Class Based.

Query:

A Simple Query is used to fetch the data for a report.The filters on the query will be shown on the report dialog.Usually the name of the query is same as the report.

RDP:

Will be required to handle complex business logic which can not be achieved using a query.

In the first part of  the SSRS report I will give you example of Simple Report that will be based only on the Query and than in the next part I will give the example of the RDP class based SSRS Report.

Below are the steps for making the simple query based report.

Step 1:

First of all we have to create the AOT Query on by the help which we will fetch our desire record and than display it on the screen.

I have made the simple query in which i am selecting the record from the HcmBudgetPurposeType table.

Now just go to the Visual Studio and than create the new project.

Select Dynamics AX -> Report Model  before creating the project as you can see this in the below image.

Now your project will be created.

Now right click your newly created project and than select the new report as you can see this in the below image.

After that your report will be added to your project.After that right click the dataset node of your Report and than select Add Dataset.

As you can see this in the below image.

After that just right click your newly created dataset and than select the properties and than  select the DataSource type.

You will see four types of data Sources in the options.Normally we use the Query and RDP based.

In this Post I am showing the Query Based Reporting so i will select Query.

In the next post I will show you the demo related the RDP Based Reporting. 

Now After the selection of Query set the name of the query that we have created in the first step.

A new wizard will open as you can see this in the below image.

After the selection of the query click next where you have to select the Fields.

As you can see this in the below image.

You can select the Fields and field groups and the display methods.

After the selection of the fields click ok button.After that your work for the Query will be completed.

Now Drag the Dataset onto the design node of the report.

 As you can see this in the below image.

Now there are two types of designs on the Report.

1. Auto Design.

2.Precision Design.


Auto Design is basically general design of the Report.If you manually want to change the design of the report than you have to make the Precision Design.

The Good Practice for making the  Precision Design is that we should first make the Auto Design and than Right click and than select Create Precision Design.And than Modify the Design of the report.

After that Rebuilt your Project.

And than Right Click your project and than click deploy.Your Report will be deployed on the reporting server.

As you can see this in the image below.

 
















Now after that we have to add this report and Visual Studio Solution into the AOT of Dynamics AX.

Just Right click your Project and than select Add to AOT.

As you can see this in the below image.

Now After that we have to Create the menu item to run our report in Microsoft Dynamics AX.

Just go to the Dynamics AX and than create the Output type menuitem.

You just have to set the three properties of that menu item i.e
object type = type of the Report and
object = Name of the Report and
ReportDesign = AutoDesign1

As you can see this in the image below.

 
Now after that I am going to run our newly created report.

You can see the output of that report in the below image.

This was related to the Query Based Reports.

In the next post I will show the demo related to the RDP based reports.

If you have any questions than feel free to comment on this or email me.

Thanks

Muhammad Zahid.